--- title: "Connect Zoho CRM to Teamgate - APIANT.ai" description: "When \"New or updated record\" fires in Zoho CRM, your agent runs \"Create Deal\" in Teamgate." canonical: "https://apiant.ai/connect/zoho-crm-to-teamgate" --- # Connect Zoho CRM to Teamgate When **New or updated record** fires in [Zoho CRM](https://apiant.ai/connections/zoho-crm), your agent runs **Create Deal** in [Teamgate](https://apiant.ai/connections/teamgate). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho CRM **2** triggers Zoho CRM **13** actions Teamgate **35** 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 Teamgate 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 Teamgate - When **New or updated record** in Zoho CRM then **Create Deal** in Teamgate - When **New record** in Zoho CRM then **Create Lead** in Teamgate 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 Teamgate ## Triggers and actions 2 triggers · 48 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 **Create Activity** Creates a new activity. - Action **Create Company** Creates a new company. - Action **Create Deal** Creates a new deal in Teamgate. - Action **Create Lead** Creates a new lead in Teamgate. A lead is either a person (give a Name) or a company (give a Company Name or Company ID). - Action **Create Note** Creates a note in Teamgate, optionally linked to products, companies, deals or leads. - Action **Create Person** Creates a new person (contact) in Teamgate. - Action **Create Product** Creates a new product. - Action **Delete Activity** Deletes an activity (task, call or note) in Teamgate. - Action **Delete Company** Deletes a company in Teamgate by its ID. - Action **Delete Deal** Delete a deal by id. - Action **Delete Lead** Deletes a lead in Teamgate by its ID. - Action **Delete Note** Deletes a note in Teamgate. - Action **Delete Person** Delete a person by id. - Action **Delete Product** Delete a product by id. - Action **Find Company** Returns the companies whose name matches the given name (exact or contains), optionally narrowed by code or VAT code. - Action **Find Deal** Returns the deals whose name matches the specified name, optionally narrowed by status. - Action **Find Lead** Finds Teamgate leads by name, optionally narrowed by company, source, industry or status. - Action **Find Person** Find people in Teamgate by name, optionally narrowed by source, industry or job title. - Action **Find Product** Finds a product give. - Action **Get Activity** Retrieve details of a single activity by id. - Action **Get Company** Retrieve details of a single organization (company) by id. - Action **Get Deal** Retrieve details of a single deal by id. - Action **Get Lead** Retrieve details of a single lead by id. - Action **Get Note** Retrieve details of a single note by id. - Action **Get Person** Retrieves a single person from Teamgate by id, including custom field values. - Action **Get Product** Retrieve a single Teamgate product by id, including its custom field values. - Action **List Activities** Retrieve all activities. - Action **Update Activity** Update fields of an existing activity by id. - Action **Update Cart Products Status** Sets every product in a deal's cart active (in stock) or inactive (out of stock). - Action **Update Company** Update existing company. - Action **Update Deal** Update existing deal. - Action **Update Lead** Updates an existing lead in Teamgate. Only the fields you fill in are changed. - Action **Update Note** Updates the text or linked records of an existing Teamgate note. - Action **Update Person** Update existing person. - Action **Update Product** Update existing product. ## 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) - [ **Teamgate** Teamgate is an intelligent sales CRM with a great insights.](https://apiant.ai/connections/teamgate) 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 Teamgate - [ **HubSpot to Teamgate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teamgate) - [ **Salesforce to Teamgate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teamgate) - [ **Slack to Teamgate** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teamgate) - [ **Google Sheets to Teamgate** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-teamgate) - [ **Gmail to Teamgate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teamgate) - [ **Google Calendar to Teamgate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teamgate) Questions ## Zoho CRM and Teamgate, 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 Teamgate when something happens in Zoho CRM? Any of Teamgate's 35 actions, including Create Activity, Create Company, Create Deal and Create Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teamgate to Zoho CRM? Teamgate has no triggers in the catalog today, so automations start in Zoho CRM. If you need the other direction, ask: your agent reads Teamgate's API documentation and adds it. ### ### Do I have to build a connector for Zoho CRM or Teamgate? 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 Teamgate 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.