--- title: "Zoho CRM integrations and MCP server - APIANT.ai" description: "Connect Zoho CRM to any other app, or use it from your AI client over MCP. Zoho CRM makes it easy to get the complete picture of your sales cycle and stay on..." canonical: "https://apiant.ai/connections/zoho-crm" --- # Zoho CRM integrations Connect Zoho CRM to any other app, or use it from your AI client over MCP. Zoho CRM makes it easy to get the complete picture of your sales cycle and stay on top of your business opportunities. Generic record CRUD, search, tagging, and lead conversion across any Zoho CRM module, with module + field discovery. Connects with OAuth [zoho.com](https://zoho.com/) **2** triggers **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Zoho CRM? 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) Popular ## Zoho CRM with the apps people pair it with most - [ **HubSpot to Zoho CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-crm) - [ **Salesforce to Zoho CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-crm) - [ **Slack to Zoho CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-crm) - [ **Google Sheets to Zoho CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-crm) - [ **Gmail to Zoho CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-crm) - [ **Google Calendar to Zoho CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-crm) - [ **Google Drive to Zoho CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-zoho-crm) - [ **Mailchimp to Zoho CRM** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-zoho-crm) Pair it ## Connect Zoho CRM with another app - [ **HubSpot to Zoho CRM**](https://apiant.ai/connect/hubspot-to-zoho-crm) - [ **Salesforce to Zoho CRM**](https://apiant.ai/connect/salesforce-to-zoho-crm) - [ **Slack to Zoho CRM**](https://apiant.ai/connect/slack-to-zoho-crm) - [ **Google Sheets to Zoho CRM**](https://apiant.ai/connect/google-sheets-to-zoho-crm) - [ **Gmail to Zoho CRM**](https://apiant.ai/connect/gmail-to-zoho-crm) - [ **Google Calendar to Zoho CRM**](https://apiant.ai/connect/google-calendar-to-zoho-crm) - [ **Google Drive to Zoho CRM**](https://apiant.ai/connect/google-drive-to-zoho-crm) - [ **Mailchimp to Zoho CRM**](https://apiant.ai/connect/mailchimp-to-zoho-crm) - [ **Stripe to Zoho CRM**](https://apiant.ai/connect/stripe-to-zoho-crm) - [ **Shopify to Zoho CRM**](https://apiant.ai/connect/shopify-to-zoho-crm) - [ **QuickBooks Online to Zoho CRM**](https://apiant.ai/connect/quickbooks-online-to-zoho-crm) - [ **Pipedrive to Zoho CRM**](https://apiant.ai/connect/pipedrive-to-zoho-crm) - [ **ActiveCampaign to Zoho CRM**](https://apiant.ai/connect/activecampaign-to-zoho-crm) - [ **Notion to Zoho CRM**](https://apiant.ai/connect/notion-to-zoho-crm) - [ **Airtable to Zoho CRM**](https://apiant.ai/connect/airtable-to-zoho-crm) - [ **Trello to Zoho CRM**](https://apiant.ai/connect/trello-to-zoho-crm) - [ **Asana to Zoho CRM**](https://apiant.ai/connect/asana-to-zoho-crm) - [ **JIRA to Zoho CRM**](https://apiant.ai/connect/jira-to-zoho-crm) - [ **ClickUp to Zoho CRM**](https://apiant.ai/connect/clickup-to-zoho-crm) - [ **Zoho CRM to Zoom**](https://apiant.ai/connect/zoho-crm-to-zoom) - [ **Discord to Zoho CRM**](https://apiant.ai/connect/discord-to-zoho-crm) - [ **Twilio to Zoho CRM**](https://apiant.ai/connect/twilio-to-zoho-crm) - [ **SendGrid to Zoho CRM**](https://apiant.ai/connect/sendgrid-to-zoho-crm) - [ **Outlook to Zoho CRM**](https://apiant.ai/connect/outlook-to-zoho-crm) - [ **Intercom to Zoho CRM**](https://apiant.ai/connect/intercom-to-zoho-crm) - [ **Freshdesk to Zoho CRM**](https://apiant.ai/connect/freshdesk-to-zoho-crm) - [ **Klaviyo to Zoho CRM**](https://apiant.ai/connect/klaviyo-to-zoho-crm) - [ **Brevo to Zoho CRM**](https://apiant.ai/connect/brevo-to-zoho-crm) - [ **Typeform to Zoho CRM**](https://apiant.ai/connect/typeform-to-zoho-crm) - [ **JotForm to Zoho CRM**](https://apiant.ai/connect/jotform-to-zoho-crm) - [ **Calendly to Zoho CRM**](https://apiant.ai/connect/calendly-to-zoho-crm) - [ **PandaDoc to Zoho CRM**](https://apiant.ai/connect/pandadoc-to-zoho-crm) - [ **Webflow to Zoho CRM**](https://apiant.ai/connect/webflow-to-zoho-crm) - [ **Wix to Zoho CRM**](https://apiant.ai/connect/wix-to-zoho-crm) - [ **Zoho CRM to LinkedIn**](https://apiant.ai/connect/zoho-crm-to-linkedin) - [ **Zoho CRM to Facebook**](https://apiant.ai/connect/zoho-crm-to-facebook) - [ **Instagram to Zoho CRM**](https://apiant.ai/connect/instagram-to-zoho-crm) - [ **OpenAI to Zoho CRM**](https://apiant.ai/connect/openai-to-zoho-crm) - [ **Zoho CRM to Anthropic**](https://apiant.ai/connect/zoho-crm-to-anthropic) - [ **OneDrive to Zoho CRM**](https://apiant.ai/connect/onedrive-to-zoho-crm) - [ **Google Docs to Zoho CRM**](https://apiant.ai/connect/google-docs-to-zoho-crm) - [ **Ontraport to Zoho CRM**](https://apiant.ai/connect/ontraport-to-zoho-crm) - [ **Freshworks CRM to Zoho CRM**](https://apiant.ai/connect/freshworks-crm-to-zoho-crm) - [ **GoHighLevel to Zoho CRM**](https://apiant.ai/connect/gohighlevel-to-zoho-crm) - [ **Capsule CRM to Zoho CRM**](https://apiant.ai/connect/capsule-crm-to-zoho-crm) - [ **Copper to Zoho CRM**](https://apiant.ai/connect/copper-to-zoho-crm) - [ **Streak to Zoho CRM**](https://apiant.ai/connect/streak-to-zoho-crm) - [ **NetHunt CRM to Zoho CRM**](https://apiant.ai/connect/nethunt-crm-to-zoho-crm) - [ **MINDBODY to Zoho CRM**](https://apiant.ai/connect/mindbody-to-zoho-crm) - [ **Zoho CRM to Supabase**](https://apiant.ai/connect/zoho-crm-to-supabase) - [ **PostgreSQL to Zoho CRM**](https://apiant.ai/connect/postgresql-to-zoho-crm) - [ **MySQL to Zoho CRM**](https://apiant.ai/connect/mysql-to-zoho-crm) - [ **Vercel to Zoho CRM**](https://apiant.ai/connect/vercel-to-zoho-crm) - [ **Zoho CRM to ElevenLabs**](https://apiant.ai/connect/zoho-crm-to-elevenlabs) - [ **PagerDuty to Zoho CRM**](https://apiant.ai/connect/pagerduty-to-zoho-crm) - [ **Zoho CRM to Pushover**](https://apiant.ai/connect/zoho-crm-to-pushover) - [ **Gravity Forms to Zoho CRM**](https://apiant.ai/connect/gravity-forms-to-zoho-crm) - [ **HubSpot Enterprise to Zoho CRM**](https://apiant.ai/connect/hubspot-enterprise-to-zoho-crm) - [ **Google Forms to Zoho CRM**](https://apiant.ai/connect/google-forms-to-zoho-crm) - [ **Facebook Lead Ads to Zoho CRM**](https://apiant.ai/connect/facebook-lead-ads-to-zoho-crm) What your agent can do with Zoho CRM ## Triggers and actions 2 triggers · 13 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. ## Related apps - [ **Agile CRM to Zoho CRM** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connect/agile-crm-to-zoho-crm) - [ **Apollo to Zoho CRM** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connect/apollo-to-zoho-crm) - [ **Assembly.com to Zoho CRM** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connect/assembly-com-to-zoho-crm) - [ **Attio to Zoho CRM** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-zoho-crm) - [ **Zoho CRM to Billage** Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project...](https://apiant.ai/connect/zoho-crm-to-billage) - [ **Broot to Zoho CRM** broot is a AI-powered app that helps sales, marketing, and events teams manage contacts, turning them into...](https://apiant.ai/connect/broot-to-zoho-crm) - [ **Capsule CRM to Zoho CRM** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-zoho-crm) - [ **Centerflow to Zoho CRM** Centerflow is a web application that allows you to track and manage your leads.](https://apiant.ai/connect/centerflow-to-zoho-crm) [More in CRM](https://apiant.ai/apps/crm) Reviews ## What our customers say Questions ## Zoho CRM, answered ### ### Is there a Zoho CRM MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Zoho CRM. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Zoho CRM actions on demand, or have APIANT build, test and run automations that use Zoho CRM. Nothing to install. ### ### 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 Zoho CRM? Any of Zoho CRM's 13 actions, including Create record, Update record, Add note and Add or update record (upsert). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Zoho CRM directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Zoho CRM two ways. Ask it to do something in Zoho CRM 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Zoho CRM API? No. APIANT connects to the Zoho CRM API for you, and you sign in to Zoho CRM once with OAuth. Describe what you want in plain language and your agent builds it on the Zoho CRM triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Zoho CRM API documentation and adds it. ### ### Which apps can Zoho CRM connect to? Any app in the catalog; the list on this page pairs Zoho CRM with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.