Zapier integration · beta · every plan

Connect SmartContact CRM to thousands of apps with Zapier

Send new leads from your forms and spreadsheets straight into SmartContact, and tell the rest of your tools the moment a deal is won or a task is done. No code needed.

Join the Zapier beta Start free

The app is in beta until Zapier lists it publicly. The button opens Zapier's invite: accept it and SmartContact CRM shows up in your Zapier account. Stuck? Email operations@smartcontact.online.

When this happens…
  New entry in Google Forms

Do this…
  SmartContact CRM: Find or Create Company
  SmartContact CRM: Create Contact
  SmartContact CRM: Create Task "Call back"

Triggers (instant)

  • New Company: when a company (lead or account) is added
  • Updated Company: when a company changes, including its stage or owner
  • New Contact: when a contact is added
  • Updated Contact: when a contact changes
  • New Deal: when a deal is added
  • Updated Deal: when a deal changes, including moving stage, won or lost
  • New Task: when a task is added
  • Completed Task: when a task is ticked off

Actions and searches

  • Create Company: adds a company in the first stage of your pipeline
  • Create Contact: adds a contact, optionally at a company
  • Create Deal: adds a deal with its value and expected close date
  • Create Task: adds a task, optionally about a company
  • Add Note: adds a note to a company's or contact's timeline
  • Find Company: by name, web domain or postcode, or create it if it isn't there
  • Find Contact: by email address or name

Zaps people build

  • New row in Google Sheets or Excel → Create Company in SmartContact
  • New Typeform, Jotform or Google Forms entry → Find or Create Company, then Create Contact
  • Updated Deal (won) in SmartContact → post in Slack or Microsoft Teams
  • New Contact in SmartContact → add to Mailchimp or Brevo
  • Completed Task in SmartContact → log a row in a spreadsheet for your weekly report
  • New Calendly booking → Create Contact and Create Task to prepare

How to set it up

  1. Open the Zapier beta invite, sign in to Zapier and accept it.
  2. In SmartContact, go to Settings › API keys & agents, add a key of kind Integration, and pick the role Zapier should act as.
  3. In Zapier, create a Zap, search for SmartContact CRM, and paste the key when Zapier asks you to connect your account.
  4. Pick a trigger or action from the lists above, test it, and switch the Zap on.

Prefer n8n or Make, or want to call the API yourself? See Works with and webhooks.

Questions people ask

Does SmartContact work with Zapier?

Yes. SmartContact CRM has a Zapier app with instant triggers for companies, contacts, deals and tasks, and actions to create records, add notes and find companies and contacts. It is in beta and works on every plan, including the free Basic plan.

How do I get the SmartContact Zapier app?

While it is in beta, open the invite link on smartcontact.online/zapier and accept it in your Zapier account. SmartContact CRM then appears in Zapier like any other app. If you get stuck, email operations@smartcontact.online.

Do I need a paid Zapier plan?

No. Zapier's free plan runs two-step Zaps, which covers most SmartContact automations. Multi-step Zaps need a paid Zapier plan.

Is it safe to connect Zapier to my CRM?

Zapier connects with an Integration API key that you create in Settings › API keys & agents. The key acts with the role you give it, never has Owner or Admin rights, and you can revoke it at any time. Webhooks send record ids only; Zapier then reads the record with your key.