--- title: "Connect Squarespace Commerce and Zoho CRM - APIANT.ai" description: "When \"New Profile\" fires in Squarespace Commerce, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/squarespace-commerce-to-zoho-crm" --- # Connect Squarespace Commerce and Zoho CRM When **New Profile** fires in [Squarespace Commerce](https://apiant.ai/connections/squarespace-commerce), 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 Contact** in Squarespace Commerce. Describe the whole flow and it is built, tested on every scenario and kept running. Squarespace Commerce **2** triggers Squarespace Commerce **13** 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 Squarespace Commerce 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 Squarespace Commerce and Zoho CRM can do together ### From Squarespace Commerce to Zoho CRM - When **New Profile** in Squarespace Commerce then **Add or update record (upsert)** in Zoho CRM - When **New Transaction** in Squarespace Commerce then **Add tag to record** in Zoho CRM ### From Zoho CRM to Squarespace Commerce - When **New or updated record** in Zoho CRM then **Create Contact** in Squarespace Commerce - When **New record** in Zoho CRM then **Fulfill order** in Squarespace Commerce 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 Squarespace Commerce and Zoho CRM ## Triggers and actions 4 triggers · 26 actions - Trigger **New Profile** Triggers when a new customer, subscriber or donor profile is added to the Squarespace site. - Trigger **New Transaction** Triggers when a new payment transaction document (for an order or a donation) appears in your Squarespace store. - Action **Create Contact** Creates a new contact on your Squarespace site with a name, locale and primary email, optionally opting them in to marketing emails. - Action **Delete product** Deletes a product, along with its variants and images, from the Squarespace store. - Action **Fulfill order** Marks a Squarespace Commerce order as fulfilled, optionally adding shipment tracking details and emailing the customer a shipping notification. - Action **Get contact** Returns a single contact from your Squarespace site, including name, locale, primary email with marketing status, and default shipping address. - Action **Get order** Returns a single Squarespace Commerce order by its id, including line items, totals, addresses, payment state and fulfillment status. - Action **Get product** Returns a store product by its id, including its variants, pricing, stock, images and SEO details. - Action **List contacts** Returns all contacts for the Squarespace website, including names, locale, primary email with marketing status and default shipping address. - Action **List discounts** Returns the discounts and promo codes configured for the Squarespace store, optionally filtered by status, type or a search term. - Action **List inventory** Returns the current stock level of every product variant in the store, including its SKU, description, quantity and whether stock is unlimited. - Action **List orders** Returns the store's orders, most recently modified first, optionally narrowed to one customer, a modification date range, a fulfillment status or payment states. - Action **List products** Returns the products in your Squarespace store, optionally narrowed by product type, a search term, or a last-modified date range. - Action **List transactions** Returns the financial transactions for your store's orders and donations, grouped per order or donation, optionally filtered by modification date or order. - Action **Update inventory** Adjusts stock quantities for product variants: add or subtract stock, set an exact quantity, or mark variants as having unlimited stock. - 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 - [ **Squarespace Commerce** Squarespace Commerce is a website builder, blogging platform, hosting service, commerce platform, and domain...](https://apiant.ai/connections/squarespace-commerce) - [ **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 Squarespace Commerce - [ **Squarespace Commerce to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/squarespace-commerce-to-stripe) - [ **Squarespace Commerce to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/squarespace-commerce-to-trello) - [ **Squarespace Commerce to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/squarespace-commerce-to-zoom) - [ **Squarespace Commerce to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/squarespace-commerce-to-twilio) - [ **Squarespace Commerce to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/squarespace-commerce-to-typeform) - [ **Squarespace Commerce to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/squarespace-commerce-to-webflow) ## 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 ## Squarespace Commerce and Zoho CRM, answered ### ### What can start an automation from Squarespace Commerce? Any of Squarespace Commerce's 2 triggers in the catalog, including New Profile and New Transaction. 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 Squarespace Commerce? 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 Squarespace Commerce? Yes. When something happens in Zoho CRM, your agent can act in Squarespace Commerce too. This page covers both directions: Zoho CRM's triggers and Squarespace Commerce's actions are listed here as well. ### ### Do I have to build a connector for Squarespace Commerce 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 Squarespace Commerce 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.