--- title: "Connect TextIt and Zoho CRM - APIANT.ai" description: "When \"New contact\" fires in TextIt, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/textit-to-zoho-crm" --- # Connect TextIt and Zoho CRM When **New contact** fires in [TextIt](https://apiant.ai/connections/textit), 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 contact** in TextIt. Describe the whole flow and it is built, tested on every scenario and kept running. TextIt **2** triggers TextIt **12** 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 TextIt 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 TextIt and Zoho CRM can do together ### From TextIt to Zoho CRM - When **New contact** in TextIt then **Add or update record (upsert)** in Zoho CRM - When **New message** in TextIt then **Add tag to record** in Zoho CRM ### From Zoho CRM to TextIt - When **New or updated record** in Zoho CRM then **Add contact** in TextIt - When **New record** in Zoho CRM then **Add contact field** in TextIt 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 TextIt and Zoho CRM ## Triggers and actions 4 triggers · 25 actions - Trigger **New contact** Triggers when a new contact is added to your TextIt workspace, optionally only contacts in a chosen group. - Trigger **New message** Triggers when a new message is sent or received in your TextIt workspace, optionally limited to a folder or label. - Action **Add broadcast** Creates and sends a new message broadcast to contacts, phone numbers/URNs or contact groups. - Action **Add contact** Creates a new contact in your TextIt workspace with a name, language, URNs (phone, email, etc.), groups and contact field values. - Action **Add contact field** Creates a new custom contact field in your TextIt workspace. - Action **Add group** Creates a new contact group in your TextIt workspace. - Action **Delete contact** Deletes a contact, identified by its UUID or one of its URNs. - Action **Find contacts** Finds contacts by UUID, URN, group or modification date and returns the matching contacts. - Action **Find messages** Returns messages in your TextIt workspace, filtered by message, folder, label or creation date, most recent first. - Action **List broadcasts** Returns the broadcasts sent from your TextIt workspace, most recent first, optionally filtered by broadcast id or creation date. - Action **List contact fields** Returns the custom contact fields defined in your TextIt workspace, with each field's key, name and data type. - Action **Perform contact action** Performs a bulk action on up to 100 contacts: add to or remove from a group, block, unblock, interrupt active flow runs, or permanently delete. - Action **Start Flow** Starts contacts, groups or URNs down a TextIt flow and returns the created flow start. - Action **Update contact** Updates an existing TextIt contact, identified by its UUID or one of its URNs. Only the values you fill in are changed. - 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 - [ **TextIt** TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.](https://apiant.ai/connections/textit) - [ **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 TextIt - [ **TextIt to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/textit-to-trello) - [ **TextIt to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/textit-to-zoom) - [ **TextIt to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/textit-to-twilio) - [ **TextIt to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/textit-to-typeform) - [ **TextIt to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/textit-to-webflow) - [ **TextIt to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/textit-to-wix) ## 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 ## TextIt and Zoho CRM, answered ### ### What can start an automation from TextIt? Any of TextIt's 2 triggers in the catalog, including New contact and New message. 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 TextIt? 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 TextIt? Yes. When something happens in Zoho CRM, your agent can act in TextIt too. This page covers both directions: Zoho CRM's triggers and TextIt's actions are listed here as well. ### ### Do I have to build a connector for TextIt 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 TextIt 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.