--- title: "Connect Zoho CRM and Housecall Pro - APIANT.ai" description: "When \"New or updated record\" fires in Zoho CRM, your agent runs \"Create Customer\" in Housecall Pro." canonical: "https://apiant.ai/connect/housecall-pro-to-zoho-crm" --- # Connect Zoho CRM and Housecall Pro When **New or updated record** fires in [Zoho CRM](https://apiant.ai/connections/zoho-crm), your agent runs **Create Customer** in [Housecall Pro](https://apiant.ai/connections/housecall-pro), or **New Completed Job** in Housecall Pro 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 Housecall Pro **2** triggers Housecall Pro **1** action 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 Housecall Pro 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 Housecall Pro can do together ### From Zoho CRM to Housecall Pro - When **New or updated record** in Zoho CRM then **Create Customer** in Housecall Pro ### From Housecall Pro to Zoho CRM - When **New Completed Job** in Housecall Pro then **Add or update record (upsert)** in Zoho CRM - When **New Scheduled Job** in Housecall Pro 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 Housecall Pro ## Triggers and actions 4 triggers · 14 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 **New Completed Job** Triggers when a job in Housecall Pro is marked complete. - Trigger **New Scheduled Job** Triggers when a new job with a scheduled status is created in Housecall Pro. - Action **Create Customer** Creates a new customer in Housecall Pro with their contact details, tags, notes and addresses. ## 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) - [ **Housecall Pro** Housecall Pro is a top rated software to run your home service business.](https://apiant.ai/connections/housecall-pro) 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 Housecall Pro - [ **Google Sheets to Housecall Pro** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-housecall-pro) - [ **Gmail to Housecall Pro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-housecall-pro) - [ **Google Calendar to Housecall Pro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-housecall-pro) - [ **Google Drive to Housecall Pro** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-housecall-pro) - [ **ActiveCampaign to Housecall Pro** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-housecall-pro) - [ **Airtable to Housecall Pro** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-housecall-pro) Questions ## Zoho CRM and Housecall Pro, 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 Housecall Pro when something happens in Zoho CRM? Any of Housecall Pro's 1 action, including Create Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Housecall Pro to Zoho CRM? Yes. When something happens in Housecall Pro, your agent can act in Zoho CRM too. This page covers both directions: Housecall Pro's triggers and Zoho CRM's actions are listed here as well. ### ### Do I have to build a connector for Zoho CRM or Housecall Pro? 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 Housecall Pro 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.