--- title: "Connect Spotler CRM and Zoho Mail - APIANT.ai" description: "When \"New Contact\" fires in Spotler CRM, your agent runs \"Create New Task\" in Zoho Mail, or \"New Email\" in Zoho Mail to \"Create Contact\" in Spotler CRM." canonical: "https://apiant.ai/connect/spotler-crm-to-zoho-mail" --- # Connect Spotler CRM and Zoho Mail When **New Contact** fires in [Spotler CRM](https://apiant.ai/connections/spotler-crm), your agent runs **Create New Task** in [Zoho Mail](https://apiant.ai/connections/zoho-mail), or **New Email** in Zoho Mail to **Create Contact** in Spotler CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Spotler CRM **4** triggers Spotler CRM **8** actions Zoho Mail **3** triggers Zoho Mail **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 Spotler CRM and Zoho Mail 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 Spotler CRM and Zoho Mail can do together ### From Spotler CRM to Zoho Mail - When **New Contact** in Spotler CRM then **Create New Task** in Zoho Mail - When **New Task** in Spotler CRM then **Send Email** in Zoho Mail ### From Zoho Mail to Spotler CRM - When **New Email** in Zoho Mail then **Create Contact** in Spotler CRM - When **New Email Matching Search** in Zoho Mail then **Find Contact** in Spotler 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 Spotler CRM and Zoho Mail ## Triggers and actions 7 triggers · 21 actions - Trigger **New Contact** Triggers when a new contact is created in Spotler CRM. - Trigger **New Task** Triggers when a new task is created in Spotler CRM. - Trigger **New/Updated Account** Triggers when an account is created or updated in Spotler CRM. - Trigger **New/Updated Opportunity** Triggers when an opportunity is created or updated in Spotler CRM. - Action **Create Account** Creates a new account (company) record in Spotler CRM. - Action **Create Activity** Creates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case. - Action **Create Contact** Creates a contact in Spotler CRM, linked to an existing account. - Action **Create Opportunity** Creates a new opportunity (sales deal) against an account in Spotler CRM. - Action **Find Account** Finds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records. - Action **Find Contact** Finds contacts whose email address matches exactly and returns the first match plus all matches. - Action **List Dropdown Values** Returns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types. - Action **Update Dropdown List** Appends one or more new values to a dropdown (lookup) list in Spotler CRM. - Trigger **New Email** Triggered when a new email arrives in a Zoho Mail account. - Trigger **New Email Matching Search** Fires for each new email in a Zoho Mail account that matches a saved search. - Trigger **New Tagged Email** Fires once for each email in the account that carries the chosen tag, newest first. - Action **Create Draft** Composes an email and saves it as a draft in a Zoho Mail account. - Action **Create Folder** Creates a new folder in a Zoho Mail account, optionally nested under a parent folder. - Action **Create New Task** Creates a personal task, or a group task when a group is chosen, in Zoho Mail Tasks. - Action **Create Tag** Creates a new label (tag) in a Zoho Mail account. - Action **Delete email** Delete a message. - Action **Find emails by search** Returns up to 10 emails that match the specified Zoho Mail search criteria. - Action **Get email** Get a message's content by id. - Action **List emails** Lists emails in a Zoho Mail account, optionally limited to one folder and filtered by read status, flag, label, thread or email type. - Action **List folders** Lists all folders in a Zoho Mail account. - Action **List tags** List labels/tags. - Action **Reply to email** Sends a reply to a received email from a Zoho Mail account, optionally scheduled for later delivery. - Action **Send Email** Sends an email from a Zoho Mail account. - Action **Update email** Updates one or more emails in a Zoho Mail account: mark read/unread, move to a folder, set a flag, apply or remove labels, archive/unarchive, or mark as spam/not spam. ## Each app on its own - [ **Spotler CRM** Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.](https://apiant.ai/connections/spotler-crm) - [ **Zoho Mail** Zoho Mail is a collaborative business communication platform for the modern workforce.](https://apiant.ai/connections/zoho-mail) Reviews ## What our customers say ## More from Spotler CRM - [ **Spotler CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/spotler-crm-to-stripe) - [ **Spotler CRM to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/spotler-crm-to-trello) - [ **Spotler CRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/spotler-crm-to-zoom) - [ **Spotler CRM to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/spotler-crm-to-twilio) - [ **Spotler CRM to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/spotler-crm-to-typeform) - [ **Spotler CRM to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/spotler-crm-to-webflow) ## More into Zoho Mail - [ **HubSpot to Zoho Mail** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-mail) - [ **Salesforce to Zoho Mail** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-mail) - [ **Slack to Zoho Mail** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-mail) - [ **Google Sheets to Zoho Mail** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-mail) - [ **Gmail to Zoho Mail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-mail) - [ **Google Calendar to Zoho Mail** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-mail) Questions ## Spotler CRM and Zoho Mail, answered ### ### What can start an automation from Spotler CRM? Any of Spotler CRM's 4 triggers in the catalog, including New Contact, New Task, New/Updated Account and New/Updated Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Mail when something happens in Spotler CRM? Any of Zoho Mail's 13 actions, including Create Draft, Create Folder, Create New Task and Create Tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Mail to Spotler CRM? Yes. When something happens in Zoho Mail, your agent can act in Spotler CRM too. This page covers both directions: Zoho Mail's triggers and Spotler CRM's actions are listed here as well. ### ### Do I have to build a connector for Spotler CRM or Zoho Mail? 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 Spotler CRM and Zoho Mail 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.