--- title: "Connect CRM in Cloud and Zoom - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Update user settings\" in Zoom." canonical: "https://apiant.ai/connect/crm-in-cloud-to-zoom" --- # Connect CRM in Cloud and Zoom When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Update user settings** in [Zoom](https://apiant.ai/connections/zoom), or **New recording completed** in Zoom 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 Zoom **15** triggers Zoom **17** 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 Zoom 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 Zoom can do together ### From CRM in Cloud to Zoom - When **New or Updated Company** in CRM in Cloud then **Update user settings** in Zoom - When **New or Updated Contact** in CRM in Cloud then **Add meeting registrant** in Zoom ### From Zoom to CRM in Cloud - When **New recording completed** in Zoom then **Create or Update Contact** in CRM in Cloud - When **New webinar registrant** in Zoom 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 Zoom ## Triggers and actions 19 triggers · 24 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 **Meeting ended** Triggered when a meeting ends. - Trigger **Meeting participant joined** Triggers when a participant joins a meeting. - Trigger **Meeting registration cancelled** Triggered when a meeting registration is cancelled. - Trigger **Meeting started** Triggered when a meeting starts. - Trigger **New recording completed** Triggered when a cloud recording is completed. - Trigger **New recording completed (all active licensed accounts)** Triggered when a cloud recording is completed in any licensed active account. - Trigger **New recording completed (specified account)** Triggered when a cloud recording is completed for the specified account. - Trigger **New webinar registrant** Triggers when a new registrant is added to a Webinar. - Trigger **Recording completed** Triggered when a recording completes. - Trigger **Upcoming meeting** Triggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered. - Trigger **Upcoming meeting (all active licensed accounts)** Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered. - Trigger **Upcoming meeting (specified account)** Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered. - Trigger **Upcoming meeting via integration setting (all active licensed accounts)** Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found. - Trigger **Webinar ended** Triggered when a webinar ends. - Trigger **Webinar started** Triggered when a webinar starts. - Action **Add meeting registrant** Adds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved. - Action **Create meeting** Creates a new meeting. - Action **Delete meeting** Deletes the specified meeting. - Action **End meeting** Immediately ends a meeting. - Action **Find meeting by agenda** Finds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match. - Action **Get approved meeting registrants** Returns approved registrants (up to 300 max) registrants for the specified meeting. - Action **Get connection mode** Returns the mode of the named Zoom connection, either Individual or Admin. - Action **Get meeting** Outputs details for the specified meeting. - Action **Get meeting registrant** Returns details for the specified registrant in the specified meeting. - Action **Get user** Returns a Zoom user's profile and settings by user ID or email. - Action **Get user settings** Outputs all settings for the specified user. - Action **List cloud recordings** Lists cloud recordings for a Zoom user within a date range. - Action **List meetings** Lists a Zoom user's scheduled, live, or upcoming meetings. - Action **List users** Lists the users on the Zoom account. - Action **Update meeting** Updates an existing meeting. - Action **Update meeting registrant status** Updates a registrant's status for the specified meeting. - Action **Update user settings** Updates the specified user's settings. ## 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) - [ **Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connections/zoom) 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 Zoom - [ **HubSpot to Zoom** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoom) - [ **Salesforce to Zoom** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoom) - [ **Gmail to Zoom** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoom) - [ **Google Calendar to Zoom** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoom) - [ **Google Drive to Zoom** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-zoom) - [ **Mailchimp to Zoom** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-zoom) Questions ## CRM in Cloud and Zoom, 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 Zoom when something happens in CRM in Cloud? Any of Zoom's 17 actions, including Create meeting, Update meeting, Update meeting registrant status and Update user settings. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoom to CRM in Cloud? Yes. When something happens in Zoom, your agent can act in CRM in Cloud too. This page covers both directions: Zoom'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 Zoom? 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 Zoom 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.