--- title: "Connect Benchmark Email Classic and Zoho CRM - APIANT.ai" description: "When \"New Contact\" fires in Benchmark Email Classic, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/benchmark-email-classic-to-zoho-crm" --- # Connect Benchmark Email Classic and Zoho CRM When **New Contact** fires in [Benchmark Email Classic](https://apiant.ai/connections/benchmark-email-classic), your agent runs **Add or update record (upsert)** in [Zoho CRM](https://apiant.ai/connections/zoho-crm), or **New or updated record** in Zoho CRM to **Add Contact to List** in Benchmark Email Classic. Describe the whole flow and it is built, tested on every scenario and kept running. Benchmark Email Classic **6** triggers Benchmark Email Classic **10** actions Zoho CRM **2** triggers Zoho CRM **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Benchmark Email Classic and Zoho CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Benchmark Email Classic and Zoho CRM can do together ### From Benchmark Email Classic to Zoho CRM - When **New Contact** in Benchmark Email Classic then **Add or update record (upsert)** in Zoho CRM - When **New Contact in Segment** in Benchmark Email Classic then **Add tag to record** in Zoho CRM ### From Zoho CRM to Benchmark Email Classic - When **New or updated record** in Zoho CRM then **Add Contact to List** in Benchmark Email Classic - When **New record** in Zoho CRM then **Unsubscribe Contact** in Benchmark Email Classic Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Benchmark Email Classic and Zoho CRM ## Triggers and actions 8 triggers · 23 actions - Trigger **Email Opened** Triggers when a contact opens the selected email campaign. - Trigger **Link Clicked** Triggers when a contact clicks a link in the selected email campaign. - Trigger **New Contact** Triggers when a new contact is added to the selected Benchmark Email contact list. - Trigger **New Contact in Segment** Triggers when a contact is added to the selected segment. - Trigger **New List** Triggers when a new contact list is created in your Benchmark Email account. - Trigger **New Unsubscriber** Triggers when a contact unsubscribes from the selected email campaign. - Action **Add Contact to List** Adds a contact to a Benchmark Email contact list. - Action **Add list** Creates a new contact list in Benchmark Email. - Action **Delete contact** Deletes a contact from a Benchmark Email contact list. - Action **Find Contact** Finds contacts by email address across all lists, returning each list membership found. - Action **Get contact** Returns the details of one contact in a contact list, including its name, email, opt-in info and custom field values. - Action **Get email** Returns the details of an email campaign, including its subject, sender, contact lists and content. - Action **List contacts** Returns the contacts in a Benchmark Email contact list, optionally filtered by a search value or status. - Action **List emails** Returns the email campaigns in the Benchmark Email account, optionally filtered and sorted. - Action **List lists** Returns the contact lists in the Benchmark Email account. - Action **Unsubscribe Contact** Unsubscribes a contact by moving them from a list to the account's Do Not Contact (master unsubscribe) list. - Trigger **New or updated record** Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time. - Trigger **New record** Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time. - Action **Add note** Adds a note to a record in any supported Zoho CRM module. - Action **Add or update record (upsert)** Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module. - Action **Add tag to record** Add one or more tags (comma-separated names) to a record in the specified module. - Action **Convert lead** Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object. - Action **Create record** Create a new record in the specified Zoho CRM module. - Action **Delete record** Delete a record by ID from the specified Zoho CRM module. - Action **Find records** Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records. - Action **Get record** Retrieve a single record by ID from the specified Zoho CRM module. - Action **List notes** Lists notes across all records in Zoho CRM (requires an administrator profile). - Action **List users** Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs. - Action **Query records (COQL)** Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records. - Action **Remove tag from record** Remove one or more tags (comma-separated names) from a record in the specified module. - Action **Update record** Update an existing record by ID in the specified Zoho CRM module. ## Each app on its own - [ **Benchmark Email Classic** Benchmark Email Classic is an easy-to-use email marketing tool, the original version that has helped...](https://apiant.ai/connections/benchmark-email-classic) - [ **Zoho CRM** Zoho CRM makes it easy to get the complete picture of your sales cycle and stay on top of your business...](https://apiant.ai/connections/zoho-crm) Reviews ## What our customers say ## More from Benchmark Email Classic - [ **Benchmark Email Classic to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/benchmark-email-classic-to-hubspot) - [ **Benchmark Email Classic to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/benchmark-email-classic-to-salesforce) - [ **Benchmark Email Classic to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/benchmark-email-classic-to-slack) - [ **Benchmark Email Classic to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/benchmark-email-classic-to-google-sheets) - [ **Benchmark Email Classic to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/benchmark-email-classic-to-gmail) - [ **Benchmark Email Classic to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/benchmark-email-classic-to-google-calendar) ## More into Zoho CRM - [ **HubSpot to Zoho CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-crm) - [ **Salesforce to Zoho CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-crm) - [ **Slack to Zoho CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-crm) - [ **Google Sheets to Zoho CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-crm) - [ **Gmail to Zoho CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-crm) - [ **Google Calendar to Zoho CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-crm) Questions ## Benchmark Email Classic and Zoho CRM, answered ### ### What can start an automation from Benchmark Email Classic? Any of Benchmark Email Classic's 6 triggers in the catalog, including New Contact, New Contact in Segment, New List and New Unsubscriber. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho CRM when something happens in Benchmark Email Classic? Any of Zoho CRM's 13 actions, including Create record, Update record, Add note and Add or update record (upsert). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho CRM to Benchmark Email Classic? Yes. When something happens in Zoho CRM, your agent can act in Benchmark Email Classic too. This page covers both directions: Zoho CRM's triggers and Benchmark Email Classic's actions are listed here as well. ### ### Do I have to build a connector for Benchmark Email Classic or Zoho CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Benchmark Email Classic and Zoho CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.