--- title: "Connect LeadSimple to Virtuous CRM - APIANT.ai" description: "When \"Call Completed\" fires in LeadSimple, your agent runs \"Create Contact\" in Virtuous CRM." canonical: "https://apiant.ai/connect/leadsimple-to-virtuous-crm" --- # Connect LeadSimple to Virtuous CRM When **Call Completed** fires in [LeadSimple](https://apiant.ai/connections/leadsimple), your agent runs **Create Contact** in [Virtuous CRM](https://apiant.ai/connections/virtuous-crm). Describe the whole flow and it is built, tested on every scenario and kept running. LeadSimple **4** triggers LeadSimple **10** actions Virtuous CRM **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 LeadSimple and Virtuous CRM 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 LeadSimple can start in Virtuous CRM - When **Call Completed** in LeadSimple then **Create Contact** in Virtuous CRM - When **Lead Created** in LeadSimple then **Create Task** in Virtuous CRM 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 LeadSimple and Virtuous CRM ## Triggers and actions 4 triggers · 17 actions - Trigger **Call Completed** Triggers when a new call is completed. - Trigger **Lead Changes Tags** Triggers when a lead's tags change. - Trigger **Lead Created** Triggers when a new lead is created. - Trigger **Lead Is Reassigned** Triggers when a lead is reassigned. - Action **Create Call** Creates a Call in your account - Action **Get Lead** Gets a Lead in your account by ID. - Action **Search Contact** Searches a contact in your account by name, phone number or email address. - Action **Search Property** Searches a Property in your account by name or address. - Action **Search Unit** Searches the units on the property by the Unit Number - Action **Search User** Searches a user in your account by name or email address. - Action **Update Contact** Updates a Contact in your account. - Action **Update Lead** Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage. - Action **Update Property** Updates a Property. - Action **Update Unit** Updates a Unit. - Action **Create Contact** Creates a new contact (household, organization, foundation and so on) in Virtuous, with its individuals, addresses and custom fields. Does not check for duplicates. - Action **Create Task** Creates a task in Virtuous, optionally linked to a contact and given a due date. - Action **Find a Contact** Finds a contact by email address, or by an external reference source and ID, and returns the full contact record. - Action **Get Contact** Returns one contact by its Virtuous contact ID, including its individuals, address, tags, giving totals and custom fields. - Action **Get Gift** Returns a single gift by its Virtuous gift ID, including designations, premiums, pledge payments and custom fields. - Action **List Campaigns** Returns the campaigns in your Virtuous account, optionally filtered by query conditions and sorted. - Action **List Projects** Returns the projects in your Virtuous account, optionally filtered and sorted. ## Each app on its own - [ **LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connections/leadsimple) - [ **Virtuous CRM** Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.](https://apiant.ai/connections/virtuous-crm) Reviews ## What our customers say ## More from LeadSimple - [ **LeadSimple to Brave Search API** Brave Search API — independent, privacy-respecting web, image, video, and news search powered by Brave's own...](https://apiant.ai/connect/leadsimple-to-brave-search-api) - [ **LeadSimple to Thunderbit** Extract web pages as Markdown or structured data for AI apps](https://apiant.ai/connect/leadsimple-to-thunderbit) - [ **LeadSimple to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leadsimple-to-salesforce) - [ **LeadSimple to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leadsimple-to-slack) - [ **LeadSimple to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leadsimple-to-mailchimp) - [ **LeadSimple to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/leadsimple-to-stripe) ## More into Virtuous CRM - [ **HubSpot to Virtuous CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-virtuous-crm) - [ **Salesforce to Virtuous CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-virtuous-crm) - [ **Slack to Virtuous CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-virtuous-crm) - [ **Google Sheets to Virtuous CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-virtuous-crm) - [ **Gmail to Virtuous CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-virtuous-crm) - [ **Google Calendar to Virtuous CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-virtuous-crm) Questions ## LeadSimple and Virtuous CRM, answered ### ### What can start an automation from LeadSimple? Any of LeadSimple's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Changes Tags and Lead Is Reassigned. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Virtuous CRM when something happens in LeadSimple? Any of Virtuous CRM's 7 actions, including Create Contact, Create Task, Find a Contact and Get Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Virtuous CRM to LeadSimple? Virtuous CRM has no triggers in the catalog today, so automations start in LeadSimple. If you need the other direction, ask: your agent reads Virtuous CRM's API documentation and adds it. ### ### Do I have to build a connector for LeadSimple or Virtuous CRM? 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 LeadSimple and Virtuous CRM 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.