--- title: "Connect Mural and Zoho CRM - APIANT.ai" description: "When \"New Mural\" fires in Mural, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/mural-to-zoho-crm" --- # Connect Mural and Zoho CRM When **New Mural** fires in [Mural](https://apiant.ai/connections/mural), 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 **Add comment** in Mural. Describe the whole flow and it is built, tested on every scenario and kept running. Mural **2** triggers Mural **28** 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 Mural 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 Mural and Zoho CRM can do together ### From Mural to Zoho CRM - When **New Mural** in Mural then **Add or update record (upsert)** in Zoho CRM - When **New Room** in Mural then **Add tag to record** in Zoho CRM ### From Zoho CRM to Mural - When **New or updated record** in Zoho CRM then **Add comment** in Mural - When **New record** in Zoho CRM then **Add area** in Mural 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 Mural and Zoho CRM ## Triggers and actions 4 triggers · 41 actions - Trigger **New Mural** Triggers when a new mural is created in the selected workspace. - Trigger **New Room** Triggers when a new room is created in a Mural workspace. - Action **Add area** Creates an area widget on a mural, with optional title, size, position, layout and style. - Action **Add comment** Adds a comment to a mural at a given position, optionally attached to a widget. - Action **Add folder** Creates a new folder in a Mural room, optionally nested inside an existing folder. - Action **Add room** Creates a room in a Mural workspace you have write access to. - Action **Add shape** Creates a shape widget (such as a rectangle or ellipse) on a mural. - Action **Add tag** Creates a tag in a mural, optionally applying it to widgets. Tag text is limited to 25 characters. - Action **Add text box** Creates a text box widget on a mural. - Action **Create Mural** Creates a new mural in a room you own, with an optional title, folder, size and background color. - Action **Create Sticky** Creates a sticky note on a mural, with optional text, position, size, shape, style and tags. - Action **Delete mural** Deletes a mural that the connected user owns. - Action **Delete room** Deletes a room that you own in Mural. - Action **Delete widget** Deletes a widget (sticky note, shape, text box, etc.) and its content from a mural. - Action **Duplicate mural** Creates a copy of an existing mural in the room (and optional folder) you choose, with a new title. - Action **Find murals by title** Searches a workspace for murals whose titles match the text you provide and returns the matching murals. - Action **Get current user** Returns the profile of the Mural user the connected account belongs to. - Action **Get mural** Returns the details of a single mural you have access to. - Action **Get room** Returns the details of a single Mural room, such as its name, type and workspace. - Action **Get workspace** Returns the details of a Mural workspace you have read access to. - Action **Invite users to mural** Invites people to a mural by email address or username. Invitees are notified by email; people invited by username are added to the mural immediately. - Action **List folders** Returns the folders in a Mural room that you have access to. - Action **List murals** Returns the murals you own or are a member of in a workspace, optionally filtered by status. - Action **List rooms** Returns the rooms in a Mural workspace that you have access to. - Action **List tags** Returns the tags defined in a mural. - Action **List widgets** Returns the widgets (sticky notes, shapes, text boxes, areas and more) on a mural, optionally filtered by widget type or parent widget. Drawings are not included. - Action **List workspaces** Returns all workspaces the connected Mural user is a member of. - Action **Update mural** Updates a mural's title, status, size, colors, folder and permission settings. Leave a field blank to keep its current value. - Action **Update room** Updates the name, description, visibility or favorite status of a Mural room. - Action **Update sticky note** Updates the text, position, size, style or other properties of an existing sticky note on a mural. - 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 - [ **Mural** Mural is a digital workspace for visual collaboration.](https://apiant.ai/connections/mural) - [ **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 Mural - [ **Mural to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mural-to-salesforce) - [ **Mural to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mural-to-slack) - [ **Mural to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mural-to-stripe) - [ **Mural to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mural-to-shopify) - [ **Mural to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mural-to-quickbooks-online) - [ **Mural to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mural-to-pipedrive) ## 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 ## Mural and Zoho CRM, answered ### ### What can start an automation from Mural? Any of Mural's 2 triggers in the catalog, including New Mural and New Room. 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 Mural? 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 Mural? Yes. When something happens in Zoho CRM, your agent can act in Mural too. This page covers both directions: Zoho CRM's triggers and Mural's actions are listed here as well. ### ### Do I have to build a connector for Mural 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 Mural 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.