--- title: "Connect LifterLMS and Zoho CRM - APIANT.ai" description: "When \"New Course\" fires in LifterLMS, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/lifterlms-to-zoho-crm" --- # Connect LifterLMS and Zoho CRM When **New Course** fires in [LifterLMS](https://apiant.ai/connections/lifterlms), 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 a WordPress User** in LifterLMS. Describe the whole flow and it is built, tested on every scenario and kept running. LifterLMS **10** triggers LifterLMS **14** 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 LifterLMS 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 LifterLMS and Zoho CRM can do together ### From LifterLMS to Zoho CRM - When **New Course** in LifterLMS then **Add or update record (upsert)** in Zoho CRM - When **New Course Enrollment** in LifterLMS then **Add tag to record** in Zoho CRM ### From Zoho CRM to LifterLMS - When **New or updated record** in Zoho CRM then **Create a WordPress User** in LifterLMS - When **New record** in Zoho CRM then **Enroll in a Course** in LifterLMS 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 LifterLMS and Zoho CRM ## Triggers and actions 12 triggers · 27 actions - Trigger **Course Access Cancelled** Triggers when a student's enrollment in the selected LifterLMS course is cancelled. - Trigger **Course Access Expired** Triggers when a student's access to a LifterLMS course expires. - Trigger **Membership Access Cancelled** Triggers when a student's access to a LifterLMS membership is cancelled. - Trigger **Membership Access Expired** Triggers when a student's access to the selected LifterLMS membership expires. - Trigger **New Course** Triggers when a new course is created in LifterLMS. - Trigger **New Course Enrollment** Triggers when a student enrolls in the selected LifterLMS course. - Trigger **New Membership** Triggers when a new LifterLMS membership is created. - Trigger **New Membership Enrollment** Triggers when a student is enrolled in the selected LifterLMS membership. - Trigger **New Order** Triggers when a new LifterLMS order is placed on your site, optionally limited to a status, student, product or access plan. - Trigger **New Student** Triggers when a new LifterLMS student (a WordPress user with the student role) is created. - Action **Cancel Course Access** Cancels a student's access to a LifterLMS course by setting their course enrollment status to cancelled. - Action **Cancel Membership Access** Cancels a student's access to a LifterLMS membership by setting their membership enrollment status to cancelled. - Action **Create a WordPress User** Creates a new WordPress user (a LifterLMS student) on your site, with the student role unless you choose another. - Action **Enroll in a Course** Enrolls a WordPress user (student) in a LifterLMS course and returns the new enrollment. - Action **Enroll in a Membership** Enrolls a WordPress user in a LifterLMS membership and returns the resulting enrollment. - Action **Expire Course Access** Sets a student's enrollment in a LifterLMS course to expired and returns the updated enrollment. - Action **Expire Membership Access** Sets a student's enrollment in a LifterLMS membership to expired and returns the updated enrollment. - Action **Find Courses** Searches LifterLMS courses by a search term and returns the matching courses. - Action **Get Course** Returns the details of a LifterLMS course, including its title, content, status, enrollment and access dates, and catalog settings. - Action **Get Course Enrollment** Returns a student's enrollment in a LifterLMS course, including its status, dates and what triggered it. - Action **Get Order** Returns the details of a LifterLMS order, including the student, purchased course or membership, access plan, totals and status. - Action **Retrieve a WordPress User** Returns a WordPress user (LifterLMS student) by their user ID, including profile and billing details. - Action **Search WordPress User by Email** Finds the WordPress user (LifterLMS student) whose email address exactly matches the one you supply, and returns their profile. - Action **Search WordPress User by Username** Finds the WordPress user on your LifterLMS site whose username exactly matches the one you supply, and returns their profile. - 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 - [ **LifterLMS** LifterLMS is a WordPress-based LMS solution that makes it easy to create, sell, and protect engaging online...](https://apiant.ai/connections/lifterlms) - [ **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 LifterLMS - [ **LifterLMS to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/lifterlms-to-salesforce) - [ **LifterLMS to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/lifterlms-to-slack) - [ **LifterLMS to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/lifterlms-to-mailchimp) - [ **LifterLMS to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/lifterlms-to-stripe) - [ **LifterLMS to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/lifterlms-to-shopify) - [ **LifterLMS to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/lifterlms-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 ## LifterLMS and Zoho CRM, answered ### ### What can start an automation from LifterLMS? Any of LifterLMS's 10 triggers in the catalog, including New Course, New Course Enrollment, New Membership and New Membership Enrollment. 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 LifterLMS? 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 LifterLMS? Yes. When something happens in Zoho CRM, your agent can act in LifterLMS too. This page covers both directions: Zoho CRM's triggers and LifterLMS's actions are listed here as well. ### ### Do I have to build a connector for LifterLMS 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 LifterLMS 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.