--- title: "Connect CRM in Cloud and Nimbata - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Get lead\" in Nimbata." canonical: "https://apiant.ai/connect/crm-in-cloud-to-nimbata" --- # Connect CRM in Cloud and Nimbata When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Get lead** in [Nimbata](https://apiant.ai/connections/nimbata), or **New form submission** in Nimbata to **Create or Update Contact** in CRM in Cloud. Describe the whole flow and it is built, tested on every scenario and kept running. CRM in Cloud **4** triggers CRM in Cloud **7** actions Nimbata **1** trigger Nimbata **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CRM in Cloud and Nimbata 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 CRM in Cloud and Nimbata can do together ### From CRM in Cloud to Nimbata - When **New or Updated Company** in CRM in Cloud then **Get lead** in Nimbata - When **New or Updated Contact** in CRM in Cloud then **List leads** in Nimbata ### From Nimbata to CRM in Cloud - When **New form submission** in Nimbata then **Create or Update Contact** in CRM in Cloud - When **New form submission** in Nimbata then **Create or Update Lead** in CRM in Cloud 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 CRM in Cloud and Nimbata ## Triggers and actions 5 triggers · 17 actions - Trigger **New or Updated Company** Triggers when a given action is performed on Company. - Trigger **New or Updated Contact** Triggers when a given action is performed on Contact. - Trigger **New or Updated Lead** Triggers when a given action is performed on Lead. - Trigger **New or Updated Opportunity** Triggers when a given action is performed on Opportunity. - Action **Create or Update Activity** Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity. - Action **Create or Update Company** Creates a new Company, or update an exising one specifying its ID field value. - Action **Create or Update Contact** Creates a new Contact, or update an exising one specifying its ID field value. - Action **Create or Update Lead** Creates a new Lead, or update an exising one specifying its ID field value. - Action **Create or Update Opportunity** Creates a new Opportunity, or update an exising one specifying its ID field value. - Action **Find Anagraphic Emails in List** Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type. - Action **Find Company** Returns up to 100 companies that match the specified search filter. - Trigger **New form submission** Triggers when a new form submission is received in a Nimbata project. - Action **Add tag** Creates a new tag in a tag category of a Nimbata project, ready to be applied to calls and form submissions. - Action **Add tags to call** Adds one or more tags to a call and keeps the tags it already has. Returns the call's full list of tag IDs after the change. - Action **Get call** Returns an inbound call's details, including its attribution, call-flow information and custom field values. - Action **Get lead** Returns one lead with its phone numbers, emails, and first and last interaction details. If the lead was merged into another, returns the surviving lead. - Action **Get tracking number** Returns one tracking number from a project, looked up by its ID or phone number, including its status, line type, country, call flow and tracking source. - Action **List calls** Returns the inbound and outbound calls of a project, newest first, optionally narrowed by date range, caller, tracking number, outcome or campaign. - Action **List form submissions** Returns the form submissions recorded in a Nimbata project, optionally narrowed by form, date range, attribution, device, tag or value. - Action **List leads** Returns the identified leads in a Nimbata project, most recent interaction first, optionally narrowed to one phone number or email address. - Action **List SMS messages** Returns a project's SMS messages, newest first, optionally filtered by date range, direction, status or phone number. - Action **List tracking numbers** Returns the tracking numbers in a Nimbata project, optionally narrowed by a name or phone number search. ## Each app on its own - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) - [ **Nimbata** Nimbata is a call tracking platform that lets you attribute phone calls back to keyword searches, web pages...](https://apiant.ai/connections/nimbata) Reviews ## What our customers say ## More from CRM in Cloud - [ **CRM in Cloud to Dungeons and Dragons (Alternate)** Open5e is a database of Dungeons and Dragons 5th Edition content drawn from the System Reference Document...](https://apiant.ai/connect/crm-in-cloud-to-dungeons-and-dragons-alternate) - [ **CRM in Cloud to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/crm-in-cloud-to-ip-api) - [ **CRM in Cloud to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crm-in-cloud-to-hubspot) - [ **CRM in Cloud to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crm-in-cloud-to-salesforce) - [ **CRM in Cloud to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/crm-in-cloud-to-slack) - [ **CRM in Cloud to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## More into Nimbata - [ **HubSpot to Nimbata** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nimbata) - [ **Google Sheets to Nimbata** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-nimbata) - [ **Gmail to Nimbata** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nimbata) - [ **Google Calendar to Nimbata** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nimbata) - [ **Google Drive to Nimbata** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-nimbata) - [ **Mailchimp to Nimbata** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-nimbata) Questions ## CRM in Cloud and Nimbata, answered ### ### What can start an automation from CRM in Cloud? Any of CRM in Cloud's 4 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Lead and New or Updated Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Nimbata when something happens in CRM in Cloud? Any of Nimbata's 10 actions, including Add tag, Add tags to call, Get call and Get lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Nimbata to CRM in Cloud? Yes. When something happens in Nimbata, your agent can act in CRM in Cloud too. This page covers both directions: Nimbata's triggers and CRM in Cloud's actions are listed here as well. ### ### Do I have to build a connector for CRM in Cloud or Nimbata? 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 CRM in Cloud and Nimbata 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.