# Connect CRM in Cloud and Range

When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Record Interaction** in [Range](https://apiant.ai/connections/range), or **Joined Team** in Range 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 Range **1** trigger Range **8** 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 Range to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Range can do together

### From CRM in Cloud to Range

- When **New or Updated Company** in CRM in Cloud then **Record Interaction** in Range
- When **New or Updated Contact** in CRM in Cloud then **Update user profile** in Range

### From Range to CRM in Cloud

- When **Joined Team** in Range then **Create or Update Contact** in CRM in Cloud
- When **Joined Team** in Range 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 Range

## Triggers and actions 5 triggers · 15 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

**Joined Team**

Triggers when a user's teams change.

- Action

**Delete team relation**

/v1/teams/{team_id}/relations/{user_id} - remove a user from a team.

- Action

**Get team**

/v1/teams/{team_id}

- Action

**List teams**

/v1/teams. Returns teams.

- Action

**List users**

/v1/orgs/{org_id}/users

- Action

**Record Interaction**

Adds an interaction with another system of record to a user's activity feed.

- Action

**Update team relation**

/v1/teams/{team_id}/relations/{user_id} - add or update a user's membership in a team.

- Action

**Update user profile**

/v1/users/{user_id}/profile

- Action

**User Info**

Returns the Range user who owns the connected account, along with their organization.

## 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)
- [ **Range** Range is an app that takes the work out of daily team check-ins by running virtual stand-ups and connecting...](https://apiant.ai/connections/range)

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](https://apiant.ai/connect/crm-in-cloud-to-google-sheets)

## More into Range

- [ **Ontraport to Range** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/ontraport-to-range)
- [ **MySQL to Range** Connect directly to a MySQL database and run SQL statements from your automations.](https://apiant.ai/connect/mysql-to-range)
- [ **HubSpot to Range** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-range)
- [ **Google Sheets to Range** Google Sheets](https://apiant.ai/connect/google-sheets-to-range)
- [ **Gmail to Range** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-range)
- [ **Google Calendar to Range** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-range)

Questions

## CRM in Cloud and Range, 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 Range when something happens in CRM in Cloud?

Any of Range's 8 actions, including Update team relation, Update user profile, Get team and List teams. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Range to CRM in Cloud?

Yes. When something happens in Range, your agent can act in CRM in Cloud too. This page covers both directions: Range'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 Range?

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.

###

### 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.