--- title: "Connect CRM in Cloud and WhatConverts - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Create Lead\" in WhatConverts." canonical: "https://apiant.ai/connect/crm-in-cloud-to-whatconverts" --- # Connect CRM in Cloud and WhatConverts When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Create Lead** in [WhatConverts](https://apiant.ai/connections/whatconverts), or **New Lead** in WhatConverts to **Create or Update Lead** 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 WhatConverts **2** triggers WhatConverts **14** 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 WhatConverts 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 WhatConverts can do together ### From CRM in Cloud to WhatConverts - When **New or Updated Company** in CRM in Cloud then **Create Lead** in WhatConverts - When **New or Updated Contact** in CRM in Cloud then **Update Lead** in WhatConverts ### From WhatConverts to CRM in Cloud - When **New Lead** in WhatConverts then **Create or Update Lead** in CRM in Cloud - When **Updated Lead** in WhatConverts then **Create or Update Contact** 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 WhatConverts ## Triggers and actions 6 triggers · 21 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 Lead** Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts. - Trigger **Updated Lead** Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes. - Action **Add account** Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key. - Action **Add profile** Creates a new profile under a WhatConverts agency account. - Action **Create Lead** Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead. - Action **Delete account** Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key. - Action **Delete profile** Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key. - Action **Find Lead** Returns one WhatConverts lead by its lead ID, including source, contact and call details. - Action **Get account** Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key. - Action **Get lead** Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values. - Action **Get profile** Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key. - Action **List accounts** Returns the accounts in your WhatConverts agency, with each account's profiles. - Action **List profiles** Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key. - Action **Update account** Renames an existing WhatConverts account (agency key required). - Action **Update Lead** Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL. - Action **Update profile** Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key. ## 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) - [ **WhatConverts** WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.](https://apiant.ai/connections/whatconverts) 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 WhatConverts - [ **HubSpot to WhatConverts** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-whatconverts) - [ **Salesforce to WhatConverts** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-whatconverts) - [ **Slack to WhatConverts** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-whatconverts) - [ **Google Sheets to WhatConverts** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-whatconverts) - [ **Gmail to WhatConverts** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-whatconverts) - [ **Google Calendar to WhatConverts** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-whatconverts) Questions ## CRM in Cloud and WhatConverts, 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 WhatConverts when something happens in CRM in Cloud? Any of WhatConverts's 14 actions, including Create Lead, Update account, Update Lead and Update profile. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WhatConverts to CRM in Cloud? Yes. When something happens in WhatConverts, your agent can act in CRM in Cloud too. This page covers both directions: WhatConverts'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 WhatConverts? 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 WhatConverts 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.