--- title: "Connect Zoho CRM to Hamsa - APIANT.ai" description: "When \"New or updated record\" fires in Zoho CRM, your agent runs \"Add knowledge base item\" in Hamsa." canonical: "https://apiant.ai/connect/zoho-crm-to-hamsa" --- # Connect Zoho CRM to Hamsa When **New or updated record** fires in [Zoho CRM](https://apiant.ai/connections/zoho-crm), your agent runs **Add knowledge base item** in [Hamsa](https://apiant.ai/connections/hamsa). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho CRM **2** triggers Zoho CRM **13** actions Hamsa **21** 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 Hamsa 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 Hamsa - When **New or updated record** in Zoho CRM then **Add knowledge base item** in Hamsa - When **New record** in Zoho CRM then **Add phone number** in Hamsa 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 Hamsa ## Triggers and actions 2 triggers ยท 34 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 knowledge base item** Create a new knowledge base item for a voice agent. - Action **Add phone number** Add a phone number for a user. - Action **Add transcription job** Create a new asynchronous job (e.g. transcription). - Action **Add TTS voice** Create a new text-to-speech voice. - Action **Add voice agent** Create a new AI voice agent. - Action **Assign phone number** Assign a phone number to a voice agent. - Action **Delete knowledge base item** Delete a knowledge base item by ID. - Action **Delete phone number** Delete a phone number. - Action **Delete TTS voice** Delete a text-to-speech voice by ID. - Action **Get campaign** Get a campaign by ID. - Action **Get conversation** Get a call conversation record by ID. - Action **Get job** Get a single job's details by ID. - Action **Get voice agent** Retrieve a specific voice agent by ID. - Action **Initiate voice agent call** Initiate an outbound call with a voice agent via Twilio. - Action **List jobs** List jobs. - Action **List knowledge base items** Return a list of knowledge base items. - Action **List phone numbers** Return a list of phone numbers for a user. - Action **List TTS voices** Retrieve the list of available TTS voices. - Action **List voice agents** Retrieve a list of the account's voice agents. - Action **Transcribe audio** Generate a speech-to-text transcription from audio (not streamed). - Action **Update voice agent** Update an existing voice agent's configuration. ## 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) - [ **Hamsa** AI voice agent platform with lifelike avatars, RAG-powered conversations, and API/SDK for calls, CRM, and...](https://apiant.ai/connections/hamsa) 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 Hamsa - [ **MySQL to Hamsa** Connect directly to a MySQL database and run SQL statements from your automations.](https://apiant.ai/connect/mysql-to-hamsa) - [ **TimelinesAI to Hamsa** TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with...](https://apiant.ai/connect/timelinesai-to-hamsa) - [ **HubSpot to Hamsa** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-hamsa) - [ **Salesforce to Hamsa** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-hamsa) - [ **Slack to Hamsa** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-hamsa) - [ **Google Sheets to Hamsa** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-hamsa) Questions ## Zoho CRM and Hamsa, 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 Hamsa when something happens in Zoho CRM? Any of Hamsa's 21 actions, including Update voice agent, Add knowledge base item, Add phone number and Add transcription job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Hamsa to Zoho CRM? Hamsa has no triggers in the catalog today, so automations start in Zoho CRM. If you need the other direction, ask: your agent reads Hamsa's API documentation and adds it. ### ### Do I have to build a connector for Zoho CRM or Hamsa? 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 Hamsa 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.