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Zapier Integration

Section: Integrations & AI
URL: /admin/api/api_management
Page title: Zapier

Overview

The Zapier integration exposes CRM data and actions via a REST API layer that Zapier can consume, enabling no-code connections between the CRM and thousands of third-party applications (Google Sheets, Slack, HubSpot, Mailchimp, etc.) without writing custom code.

Business value

Extends the CRM to any app in the Zapier ecosystem — 5,000+ integrations — through a drag-and-drop automation builder. Teams without developer resources can build powerful integrations themselves.

  • Who uses it: Ops teams, marketing, sales, IT, CRM admins
  • Key benefit: Connect the CRM to any tool your team already uses, automate data flows between systems, and build integrations in minutes instead of weeks.
  • Metrics it influences: Integration build time, manual data entry hours saved, cross-system data accuracy

Typical use cases:

  • New CRM lead automatically added as a subscriber in Mailchimp
  • When a CRM invoice is paid, add a row to a Google Sheet for financial reporting
  • Slack notification sent to the #sales channel when a new proposal is accepted
  • New form submission from Typeform automatically creates a CRM lead

Accessing this module

Zapier integration is configured via the CRM API management page:

/admin/api/api_management

Setup overview

  1. Generate an API token — create a CRM API token at /admin/api/api_management with the necessary scopes.
  2. Connect in Zapier — in your Zapier account, search for "CRMconnect" and authenticate using your API token.
  3. Create a Zap — choose a trigger (e.g. "New Lead in CRMconnect") and an action (e.g. "Create Contact in HubSpot").
  4. Map fields — match CRM data fields to the target app's fields.
  5. Turn on the Zap — activate and monitor runs in the Zapier dashboard.

Authentication

The Zapier integration uses token-based authentication (Bearer token). Tokens are generated per user with configurable permission scopes and managed at /admin/api/api_management.

Available triggers and actions

Type Examples
Triggers New Lead, New Client, New Invoice, Invoice Paid, Proposal Accepted, New Ticket
Actions Create Lead, Create Client, Update Lead Status, Add Note

For the full list of available endpoints, see the API reference.

Source: crm-connect-main/app/modules/zapier