--- title: "Connect Zoho CRM and CrewForm - APIANT.ai" description: "When \"New or updated record\" fires in Zoho CRM, your agent runs \"Send Task to AI Agent\" in CrewForm." canonical: "https://apiant.ai/connect/crewform-to-zoho-crm" --- # Connect Zoho CRM and CrewForm When **New or updated record** fires in [Zoho CRM](https://apiant.ai/connections/zoho-crm), your agent runs **Send Task to AI Agent** in [CrewForm](https://apiant.ai/connections/crewform), or **AI Agent Task Failed** in CrewForm to **Add or update record (upsert)** in Zoho CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Zoho CRM **2** triggers Zoho CRM **13** actions CrewForm **1** trigger CrewForm **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Zoho CRM and CrewForm 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 Zoho CRM and CrewForm can do together ### From Zoho CRM to CrewForm - When **New or updated record** in Zoho CRM then **Send Task to AI Agent** in CrewForm - When **New record** in Zoho CRM then **Update task** in CrewForm ### From CrewForm to Zoho CRM - When **AI Agent Task Failed** in CrewForm then **Add or update record (upsert)** in Zoho CRM - When **AI Agent Task Failed** in CrewForm then **Add tag to record** in Zoho 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 Zoho CRM and CrewForm ## Triggers and actions 3 triggers · 23 actions - 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. - Trigger **AI Agent Task Failed** Triggers when a CrewForm AI agent task fails. - Action **Add agent** Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose. - Action **Delete agent** Deletes an AI agent from your CrewForm workspace. - Action **Delete task** Deletes a task from your CrewForm workspace. - Action **Get agent** Returns a single CrewForm agent by its id, including its model, prompt and settings. - Action **Get task** Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results. - Action **List agents** Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings. - Action **List tasks** Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status. - Action **Send Task to AI Agent** Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task. - Action **Update agent** Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed. - Action **Update task** Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata. ## Each app on its own - [ **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) - [ **CrewForm** CrewForm is a AI team builder. Create specialised agents — researchers, writers, coders — orchestrate them...](https://apiant.ai/connections/crewform) Reviews ## What our customers say ## More from Zoho CRM - [ **Zoho CRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoho-crm-to-zoom) - [ **Zoho CRM to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zoho-crm-to-linkedin) - [ **Zoho CRM to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zoho-crm-to-facebook) - [ **Zoho CRM to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zoho-crm-to-anthropic) - [ **Zoho CRM to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zoho-crm-to-supabase) - [ **Zoho CRM to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zoho-crm-to-elevenlabs) ## More into CrewForm - [ **ActiveCampaign to CrewForm** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-crewform) - [ **Airtable to CrewForm** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-crewform) - [ **Asana to CrewForm** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-crewform) - [ **ClickUp to CrewForm** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-crewform) - [ **Brevo to CrewForm** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-crewform) - [ **Calendly to CrewForm** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-crewform) Questions ## Zoho CRM and CrewForm, answered ### ### What can start an automation from Zoho CRM? Any of Zoho CRM's 2 triggers in the catalog, including New or updated record and New record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CrewForm when something happens in Zoho CRM? Any of CrewForm's 10 actions, including Send Task to AI Agent, Update agent, Update task and Add agent. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CrewForm to Zoho CRM? Yes. When something happens in CrewForm, your agent can act in Zoho CRM too. This page covers both directions: CrewForm's triggers and Zoho CRM's actions are listed here as well. ### ### Do I have to build a connector for Zoho CRM or CrewForm? 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 Zoho CRM and CrewForm 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.