--- title: "Connect Webmecanik Pipeline and Zoho CRM - APIANT.ai" description: "When \"New Company\" fires in Webmecanik Pipeline, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/webmecanik-pipeline-to-zoho-crm" --- # Connect Webmecanik Pipeline and Zoho CRM When **New Company** fires in [Webmecanik Pipeline](https://apiant.ai/connections/webmecanik-pipeline), 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 contact** in Webmecanik Pipeline. Describe the whole flow and it is built, tested on every scenario and kept running. Webmecanik Pipeline **6** triggers Webmecanik Pipeline **21** 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 Webmecanik Pipeline 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 Webmecanik Pipeline and Zoho CRM can do together ### From Webmecanik Pipeline to Zoho CRM - When **New Company** in Webmecanik Pipeline then **Add or update record (upsert)** in Zoho CRM - When **New Contact** in Webmecanik Pipeline then **Add tag to record** in Zoho CRM ### From Zoho CRM to Webmecanik Pipeline - When **New or updated record** in Zoho CRM then **Update contact** in Webmecanik Pipeline - When **New record** in Zoho CRM then **Update or Create Contact** in Webmecanik Pipeline 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 Webmecanik Pipeline and Zoho CRM ## Triggers and actions 8 triggers · 34 actions - Trigger **New Company** Triggers when a new company is added in Webmecanik Pipeline. - Trigger **New Contact** Triggers when a new contact is added in Webmecanik Pipeline. - Trigger **New Opportunity** Triggers when a new opportunity is created in Webmecanik Pipeline. - Trigger **Updated Company** Triggers when a company is updated in Webmecanik Pipeline. - Trigger **Updated Contact** Triggers when a contact is created or updated in Webmecanik Pipeline. - Trigger **Updated Opportunity** Triggers when an opportunity is created or updated in Webmecanik Pipeline. - Action **Create Activity** Creates an activity (call, email, appointment, note or custom) on a contact or opportunity in Webmecanik Pipeline. - Action **Delete activity** Deletes an activity from Webmecanik Pipeline. - Action **Delete company** Deletes a company from Webmecanik Pipeline. - Action **Delete contact** Deletes a contact from Webmecanik Pipeline. - Action **Delete opportunity** Deletes an opportunity from Webmecanik Pipeline. - Action **Get company** Returns one company by its slug, including its tags and custom fields. - Action **Get contact** Returns one contact by its slug, including tags, companies, addresses and custom fields. - Action **Get opportunity** Returns one opportunity by its slug, including its pipeline, status, tags and custom fields. - Action **List companies** Returns all companies in your Webmecanik Pipeline account, including their custom fields. - Action **List contacts** Returns the contacts in your Webmecanik Pipeline account, optionally filtered by email, first name, last name or phone number. - Action **List opportunities** Returns the opportunities in your Webmecanik Pipeline account, optionally only those of one pipeline. - Action **List pipelines** Returns all sales pipelines visible to the connected Webmecanik Pipeline user. - Action **List statuses** Returns the statuses (pipeline stages) in Webmecanik Pipeline, optionally limited to one pipeline. - Action **List users** Returns all users in the Webmecanik Pipeline organization, with their name, email and role. - Action **Update activity** Updates an existing activity (call, email, note, appointment) attached to a contact or opportunity. - Action **Update company** Updates an existing company in Webmecanik Pipeline, changing only the fields you fill in. - Action **Update contact** Updates an existing contact in Webmecanik Pipeline, including its custom field values, and returns the updated contact. - Action **Update opportunity** Updates an existing opportunity in Webmecanik Pipeline, changing only the values you supply. - Action **Update or Create Company** Creates a company, or updates the existing one when a duplicate is found. - Action **Update or Create Contact** Creates a contact, or updates the existing contact with the same email address. - Action **Update or Create Opportunity** Updates an existing opportunity when a slug is given, otherwise creates a new opportunity, and returns the resulting record. - 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 - [ **Webmecanik Pipeline** Webmecanik Pipeline is a European CRM. It transform your contacts into customers with an intuitive flow.](https://apiant.ai/connections/webmecanik-pipeline) - [ **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 Webmecanik Pipeline - [ **Webmecanik Pipeline to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/webmecanik-pipeline-to-zoom) - [ **Webmecanik Pipeline 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/webmecanik-pipeline-to-wix) - [ **Webmecanik Pipeline to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/webmecanik-pipeline-to-linkedin) - [ **Webmecanik Pipeline to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/webmecanik-pipeline-to-facebook) - [ **Webmecanik Pipeline to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/webmecanik-pipeline-to-anthropic) - [ **Webmecanik Pipeline to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/webmecanik-pipeline-to-supabase) ## 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 ## Webmecanik Pipeline and Zoho CRM, answered ### ### What can start an automation from Webmecanik Pipeline? Any of Webmecanik Pipeline's 6 triggers in the catalog, including New Company, New Contact, New Opportunity and Updated Company. 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 Webmecanik Pipeline? 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 Webmecanik Pipeline? Yes. When something happens in Zoho CRM, your agent can act in Webmecanik Pipeline too. This page covers both directions: Zoho CRM's triggers and Webmecanik Pipeline's actions are listed here as well. ### ### Do I have to build a connector for Webmecanik Pipeline 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 Webmecanik Pipeline 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.