--- title: "Connect Zoho CRM to EyeLevel.ai - APIANT.ai" description: "When \"New or updated record\" fires in Zoho CRM, your agent runs \"Add document\" in EyeLevel.ai." canonical: "https://apiant.ai/connect/zoho-crm-to-eyelevel-ai" --- # Connect Zoho CRM to EyeLevel.ai When **New or updated record** fires in [Zoho CRM](https://apiant.ai/connections/zoho-crm), your agent runs **Add document** in [EyeLevel.ai](https://apiant.ai/connections/eyelevel-ai). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho CRM **2** triggers Zoho CRM **13** actions EyeLevel.ai **26** 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 EyeLevel.ai 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 can start in EyeLevel.ai - When **New or updated record** in Zoho CRM then **Add document** in EyeLevel.ai - When **New record** in Zoho CRM then **Add remote document** in EyeLevel.ai 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 EyeLevel.ai ## Triggers and actions 2 triggers · 39 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. - Action **Add bucket** Create a new bucket to hold documents. - Action **Add bucket to group** Adds an existing bucket to an existing group. Buckets and groups can be associated many to many. - Action **Add document** Uploads a file into an EyeLevel (GroundX) bucket for ingestion. Returns the ingest process id and its status; ingestion continues asynchronously. - Action **Add group** Create a new group (collection of buckets). - Action **Add remote document** Ingest a document hosted at a public URL into a GroundX bucket. - Action **Crawl website** Crawl a website and ingest its pages as documents into a bucket. - Action **Delete bucket** Delete a bucket. - Action **Delete document** Deletes a single document from GroundX. - Action **Delete group** Deletes a group in GroundX by its group ID. - Action **Find content by query** Semantic search over ingested content chunks within a bucket/group for relevant passages. - Action **Find documents by ID** Returns up to 20 documents associated with the specified process, bucket, or group ID. - Action **Find documents by query** Searches the given documents for the content most relevant to a query, returning suggested LLM context and the matching chunks. - Action **Get bucket** Retrieve a single bucket by ID. - Action **Get customer** Get the EyeLevel (GroundX) account information associated with the connected API key, including subscription usage and limits. - Action **Get customer usage** Get the total searches or file tokens used by the account over a time period. - Action **Get document** Look up an existing GroundX document by its ID. - Action **Get document extract** Look up the information GroundX extract has pulled from an existing document. - Action **Get document processing status** Get the ingestion/processing status of a document by process ID. - Action **Get document X-Ray** Retrieve the X-Ray (deep semantic parse) result for a document. - Action **Get group** Retrieve a single group by ID. - Action **List buckets** Lists the content buckets in your GroundX account. - Action **List groups** List all groups in your GroundX account (up to 100 per call). - Action **Remove bucket from group** Removes a bucket from a group without affecting the bucket's other group associations. - Action **Update bucket** Rename an existing content bucket. - Action **Update document** Update a document's metadata (e.g. searchData, fileName). - Action **Update group** Rename an existing group. ## 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) - [ **EyeLevel.ai** EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes...](https://apiant.ai/connections/eyelevel-ai) 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 EyeLevel.ai - [ **HubSpot to EyeLevel.ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-eyelevel-ai) - [ **Salesforce to EyeLevel.ai** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-eyelevel-ai) - [ **Slack to EyeLevel.ai** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-eyelevel-ai) - [ **Google Sheets to EyeLevel.ai** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-eyelevel-ai) - [ **Gmail to EyeLevel.ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-eyelevel-ai) - [ **Google Calendar to EyeLevel.ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-eyelevel-ai) Questions ## Zoho CRM and EyeLevel.ai, 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 EyeLevel.ai when something happens in Zoho CRM? Any of EyeLevel.ai's 26 actions, including Update bucket, Update document, Update group and Add bucket. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EyeLevel.ai to Zoho CRM? EyeLevel.ai has no triggers in the catalog today, so automations start in Zoho CRM. If you need the other direction, ask: your agent reads EyeLevel.ai's API documentation and adds it. ### ### Do I have to build a connector for Zoho CRM or EyeLevel.ai? 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 EyeLevel.ai 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.