--- title: "Connect US Global Mail and Zoho CRM - APIANT.ai" description: "When \"New Mail \" fires in US Global Mail, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/us-global-mail-to-zoho-crm" --- # Connect US Global Mail and Zoho CRM When **New Mail **fires in [US Global Mail](https://apiant.ai/connections/us-global-mail), 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 **Update mail item** in US Global Mail. Describe the whole flow and it is built, tested on every scenario and kept running. US Global Mail **1** trigger US Global Mail **16** 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 US Global Mail 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 US Global Mail and Zoho CRM can do together ### From US Global Mail to Zoho CRM - When **New Mail **in US Global Mail then **Add or update record (upsert)** in Zoho CRM - When **New Mail **in US Global Mail then **Add tag to record** in Zoho CRM ### From Zoho CRM to US Global Mail - When **New or updated record** in Zoho CRM then **Update mail item** in US Global Mail - When **New record** in Zoho CRM then **Discard mail item** in US Global Mail 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 US Global Mail and Zoho CRM ## Triggers and actions 3 triggers · 29 actions - Trigger **New Mail** Triggers when a new mail item arrives in your US Global Mail mailbox. - Action **Add address** Adds a new shipping or check-deposit address to your US Global Mail account. - Action **Add folder** Creates a new mail folder with a name and an optional color. - Action **Add scan request** Requests a scan of a mail item, or has it opened and its contents scanned. This is a billable action on the US Global Mail account. - Action **Archive mail item** Moves a mail item out of the active inbox into the archive and returns the updated mail item. - Action **Delete folder** Deletes a folder. Mail in the folder is not deleted; it simply becomes unfiled. - Action **Discard mail item** Asks the mailroom to discard a physical mail item. It can be undone with Undiscard within 7 days; after that the item is permanently shredded. - Action **Get account** Returns your US Global Mail account profile, including name, email, phone number, status and mailbox (PMB) number. - Action **Get mail item** Returns full detail for one mail item in your US Global Mail mailbox, including its status, sender, dimensions, weight, scan and folder. - Action **Get shipment** Returns the details of one shipment, including its status, tracking number, destination and packed mail items. - Action **List addresses** Returns the shipping and deposit addresses on your US Global Mail account, optionally filtered by type. - Action **List folders** Returns all of your US Global Mail folders, with each folder's name and color. - Action **List mail items** Returns the mail items in your mailbox, with optional filters for status, type, folder, scan state, arrival period, read state and search text. - Action **List scans** Returns your scan and open-and-scan requests, optionally filtered by status, type, mail item, search text or scan date. - Action **List shipments** Returns your shipment requests (shipments, returns to sender, check deposits and pickups), optionally filtered by type and status. - Action **Update folder** Renames a mail folder or changes its color. - Action **Update mail item** Marks a mail item as read or unread and/or moves it into a folder, and returns the updated mail item. - 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 - [ **US Global Mail** US Global Mail is a virtual mailbox tool that allows you to seamlessly access and control your mail items...](https://apiant.ai/connections/us-global-mail) - [ **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 US Global Mail - [ **US Global Mail to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/us-global-mail-to-zoom) - [ **US Global Mail to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/us-global-mail-to-webflow) - [ **US Global Mail 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/us-global-mail-to-wix) - [ **US Global Mail to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/us-global-mail-to-linkedin) - [ **US Global Mail to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/us-global-mail-to-facebook) - [ **US Global Mail to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/us-global-mail-to-anthropic) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## US Global Mail and Zoho CRM, answered ### ### What can start an automation from US Global Mail? Any of US Global Mail's 1 trigger in the catalog, including New Mail. 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 US Global Mail? 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 US Global Mail? Yes. When something happens in Zoho CRM, your agent can act in US Global Mail too. This page covers both directions: Zoho CRM's triggers and US Global Mail's actions are listed here as well. ### ### Do I have to build a connector for US Global Mail 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 US Global Mail 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.