--- title: "Connect Leiga and Zoho CRM - APIANT.ai" description: "When \"Updated Issue\" fires in Leiga, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/leiga-to-zoho-crm" --- # Connect Leiga and Zoho CRM When **Updated Issue** fires in [Leiga](https://apiant.ai/connections/leiga), your agent runs **Add or update record (upsert)** in [Zoho CRM](https://apiant.ai/connections/zoho-crm), or **New or updated record** in Zoho CRM to **Create Issue** in Leiga. Describe the whole flow and it is built, tested on every scenario and kept running. Leiga **1** trigger Leiga **15** actions Zoho CRM **2** triggers Zoho CRM **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Leiga and Zoho 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 Leiga and Zoho CRM can do together ### From Leiga to Zoho CRM - When **Updated Issue** in Leiga then **Add or update record (upsert)** in Zoho CRM - When **Updated Issue** in Leiga then **Add tag to record** in Zoho CRM ### From Zoho CRM to Leiga - When **New or updated record** in Zoho CRM then **Create Issue** in Leiga - When **New record** in Zoho CRM then **Update issue** in Leiga 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 Leiga and Zoho CRM ## Triggers and actions 3 triggers · 28 actions - Trigger **Updated Issue** Triggers when an issue is updated in Leiga. - Action **Add comment** Adds a comment to a Leiga issue or other record, optionally as a reply to an existing comment. - Action **Add epic** Creates a new epic in a Leiga project. - Action **Add project** Creates a new project in Leiga from a project template, with a name, leader and optional description. - Action **Add version** Creates a new version (release) in Leiga with a name, owner, and optional description, start date and estimated release date. - Action **Create Issue** Creates a new issue in a Leiga project with the issue type and field values you provide. - Action **Delete issue** Deletes an issue from a Leiga project. - Action **Find issues by criteria** Searches the issues in a Leiga project matching a summary keyword, status types, field values or date ranges, and returns the matching issues. - Action **Get issue** Returns the full details of a Leiga issue, including its custom field values, by issue ID. - Action **Get project** Returns the details of a Leiga project by its ID. - Action **Get version** Returns the details of a Leiga version, including its name, status and release dates. - Action **List comments** Returns the comments on a Leiga issue or other item, including replies and attachments. - Action **List Issue Types** Returns the issue types (such as bug or task) available in a Leiga project. - Action **List projects** Returns all projects in your Leiga organization with their id, name, key and archived status. - Action **Update issue** Updates an existing Leiga issue's field values, such as its summary, description, status, priority, assignee or labels. - Action **Update project** Updates a Leiga project's overview fields, such as its name or start time. - Trigger **New or updated record** Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time. - Trigger **New record** Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time. - Action **Add note** Adds a note to a record in any supported Zoho CRM module. - Action **Add or update record (upsert)** Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module. - Action **Add tag to record** Add one or more tags (comma-separated names) to a record in the specified module. - Action **Convert lead** Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object. - Action **Create record** Create a new record in the specified Zoho CRM module. - Action **Delete record** Delete a record by ID from the specified Zoho CRM module. - Action **Find records** Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records. - Action **Get record** Retrieve a single record by ID from the specified Zoho CRM module. - Action **List notes** Lists notes across all records in Zoho CRM (requires an administrator profile). - Action **List users** Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs. - Action **Query records (COQL)** Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records. - Action **Remove tag from record** Remove one or more tags (comma-separated names) from a record in the specified module. - Action **Update record** Update an existing record by ID in the specified Zoho CRM module. ## Each app on its own - [ **Leiga** Offering powerful features and flexible solutions, Leiga empowers agile teams to work, collaborate, improve...](https://apiant.ai/connections/leiga) - [ **Zoho CRM** Zoho CRM makes it easy to get the complete picture of your sales cycle and stay on top of your business...](https://apiant.ai/connections/zoho-crm) Reviews ## What our customers say ## More from Leiga - [ **Leiga to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leiga-to-salesforce) - [ **Leiga to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leiga-to-slack) - [ **Leiga to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leiga-to-mailchimp) - [ **Leiga to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/leiga-to-stripe) - [ **Leiga to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/leiga-to-shopify) - [ **Leiga to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/leiga-to-quickbooks-online) ## More into Zoho CRM - [ **HubSpot to Zoho CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-crm) - [ **Salesforce to Zoho CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-crm) - [ **Slack to Zoho CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-crm) - [ **Google Sheets to Zoho CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-crm) - [ **Gmail to Zoho CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-crm) - [ **Google Calendar to Zoho CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-crm) Questions ## Leiga and Zoho CRM, answered ### ### What can start an automation from Leiga? Any of Leiga's 1 trigger in the catalog, including Updated Issue. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho CRM when something happens in Leiga? Any of Zoho CRM's 13 actions, including Create record, Update record, Add note and Add or update record (upsert). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho CRM to Leiga? Yes. When something happens in Zoho CRM, your agent can act in Leiga too. This page covers both directions: Zoho CRM's triggers and Leiga's actions are listed here as well. ### ### Do I have to build a connector for Leiga or Zoho 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 Leiga and Zoho 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.