--- title: "Connect Hex and CRM in Cloud - APIANT.ai" description: "When \"New Project Run\" fires in Hex, your agent runs \"Create or Update Contact\" in CRM in Cloud." canonical: "https://apiant.ai/connect/hex-to-crm-in-cloud" --- # Connect Hex and CRM in Cloud When **New Project Run** fires in [Hex](https://apiant.ai/connections/hex), your agent runs **Create or Update Contact** in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), or **New or Updated Company** in CRM in Cloud to **Create Project** in Hex. Describe the whole flow and it is built, tested on every scenario and kept running. Hex **4** triggers Hex **22** actions CRM in Cloud **4** triggers CRM in Cloud **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hex and CRM in Cloud 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 Hex and CRM in Cloud can do together ### From Hex to CRM in Cloud - When **New Project Run** in Hex then **Create or Update Contact** in CRM in Cloud - When **List Groups** in Hex then **Create or Update Lead** in CRM in Cloud ### From CRM in Cloud to Hex - When **New or Updated Company** in CRM in Cloud then **Create Project** in Hex - When **New or Updated Contact** in CRM in Cloud then **Update Project Status** in Hex 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 Hex and CRM in Cloud ## Triggers and actions 8 triggers · 29 actions - Trigger **List Groups** Triggers when a group is found in your Hex workspace. - Trigger **List Projects** Triggers when a project is found in your Hex workspace. - Trigger **List Users** Triggers when a user is found in your Hex workspace. - Trigger **New Project Run** Triggers when a new API-triggered run appears for a Hex project. - Action **Add Collection** Create a new collection. - Action **Create Embed URL** Creates a presigned URL to embed a published Hex project. - Action **Create Group** Creates a new group in your Hex workspace. - Action **Create Project** Creates a new Hex project. - Action **Deactivate User** Deactivate a workspace user. - Action **Delete Cell** Delete a cell. - Action **Delete Group** Delete a group. - Action **Get Cell** Fetch a single cell by id. - Action **Get Cell Output** Fetch a cell's output value. - Action **Get Collection** Fetch a single collection by id. - Action **Get Data Connection** Fetch a single data connection by id. - Action **Get Group** Fetch a single group by id. - Action **Get Project** Retrieves metadata about a specific Hex project. - Action **Get Project Runs** Retrieves the run history for a Hex project, optionally filtered by status. - Action **Get Run Status** Retrieves the status of a Hex project run, automatically waiting until the run reaches a final state (completed, errored, killed, or unable to allocate a kernel). - Action **List Cells** List cells within a project. - Action **List Collections** List collections (folders) in the workspace. - Action **List Data Connections** List configured data connections in the workspace. - Action **Share Project With Groups** Shares a Hex project with one or more groups at a specified access level. - Action **Update Cell** Edit a cell's contents. - Action **Update Collection** Edit a collection's name/contents. - Action **Update Project Status** Updates the status of a Hex project (or removes it). - 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. ## Each app on its own - [ **Hex** Hex is a data science and analytics platform for building collaborative data projects and notebooks](https://apiant.ai/connections/hex) - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) Reviews ## What our customers say ## More from Hex - [ **Hex to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/hex-to-vercel) - [ **Hex to Cohere AI** Cohere provides access to advanced Large Language Models and NLP tools.](https://apiant.ai/connect/hex-to-cohere-ai) - [ **Hex to Free Dictionary** Free Dictionary is an open English dictionary service.](https://apiant.ai/connect/hex-to-free-dictionary) - [ **Hex to Google Slides** Google Slides is a cloud-based presentation editor with real-time collaboration, template gallery, and...](https://apiant.ai/connect/hex-to-google-slides) - [ **Hex to Hyperstack Certificates** Hyperstack helps you easily create and manage digital certificates & badges for your events or courses.](https://apiant.ai/connect/hex-to-hyperstack-certificates) - [ **Hex to PagerDuty Events API** PagerDuty Events API v2 — send alert events (trigger/acknowledge/resolve) and change events using a service...](https://apiant.ai/connect/hex-to-pagerduty-events-api) ## More into CRM in Cloud - [ **ActiveCampaign to CRM in Cloud** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-crm-in-cloud) - [ **Airtable to CRM in Cloud** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-crm-in-cloud) - [ **Asana to CRM in Cloud** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-crm-in-cloud) - [ **ClickUp to CRM in Cloud** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-crm-in-cloud) - [ **Brevo to CRM in Cloud** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-crm-in-cloud) - [ **Calendly to CRM in Cloud** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-crm-in-cloud) Questions ## Hex and CRM in Cloud, answered ### ### What can start an automation from Hex? Any of Hex's 4 triggers in the catalog, including New Project Run, List Groups, List Projects and List Users. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CRM in Cloud when something happens in Hex? Any of CRM in Cloud's 7 actions, including Create or Update Activity, Create or Update Company, Create or Update Contact and Create or Update Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CRM in Cloud to Hex? Yes. When something happens in CRM in Cloud, your agent can act in Hex too. This page covers both directions: CRM in Cloud's triggers and Hex's actions are listed here as well. ### ### Do I have to build a connector for Hex or CRM in Cloud? 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 Hex and CRM in Cloud 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.