Zapier CRM Integration
Use Zapier as a bridge while we build your direct integrations, then eliminate it once your custom connections are live.
We'll be honest: Zapier is middleware, and we generally build direct integrations that make middleware unnecessary. But Zapier has a role: it's useful as a bridge while your custom integrations are being built, and it connects to niche tools that don't justify the cost of a full custom integration. We build your CRM with a clean Zapier trigger/action layer so you can connect to thousands of apps immediately, then systematically replace the Zapier connections that matter most with direct integrations that are faster, more reliable, and don't carry monthly fees.
What We Connect with Zapier
Specific data points and features we sync between Zapier and your custom CRM. Not a generic connector that maps name and email and calls it done.
- CRM events (new contact, deal change, task complete) as Zapier triggers
- Incoming data from any Zapier-connected app creating CRM records
- Multi-step Zap workflows orchestrated from CRM data changes
- Zapier Webhooks for custom integrations with niche tools
- Filtered triggers so only relevant CRM events fire Zaps
- Migration path to replace high-volume Zaps with direct integrations
How It Works
We build your CRM with a well-structured webhook and API layer that Zapier can connect to cleanly. CRM events fire as webhook triggers that Zapier catches and routes to other apps. Incoming data from Zapier maps to your CRM through structured action endpoints. The key difference from other CRM vendors: we design this layer knowing it's temporary for your most important integrations. As we build direct API connections for your high-priority tools, we migrate those workflows off Zapier, reducing your middleware costs and improving reliability. Zapier stays only for the long-tail of low-volume, niche connections.
Benefits Over Off-the-Shelf Connectors
What you get with a custom Zapier integration that no pre-built connector can offer.
Immediate connectivity to 6,000+ apps from day one
Bridge solution while priority direct integrations are built
Clean trigger/action architecture designed for eventual replacement
Low-volume and niche integrations stay on Zapier cost-effectively
High-volume integrations move to direct API connections over time
Transparent approach: we don't hide behind middleware as a permanent solution
What Our Clients Say
“Estimate to invoice in one system. Change orders, material tracking, and subcontractor management all connected. We stopped losing money on miscommunicated changes.”
Carlos Gutierrez
Project Manager, Sierra Construction Group
Phoenix, AZ
“Intake, conflict checking, and matter management in one place. Our paralegals saved 15 hours per week on administrative tasks alone.”
Katherine Wells
Managing Partner, Wells & Associates
Washington, DC
“Managing 8 locations used to be a nightmare. Now every therapist, every patient, every insurance claim is tracked in one system. The reporting alone saves us 20 hours a week.”
James Russo
CEO, Allied Physical Therapy
Denver, CO
“Medicare billing integration and patient recall system built for Australian healthcare. Our GPs love it because it actually understands how Australian practices work.”
Sarah Thompson
Practice Manager, Coastal Family Medical
Gold Coast, QLD
“Managing VIP guests across 4 locations was impossible until we got a unified CRM. Now a regular at our Marina location gets recognized at our SoMa spot too.”
Yuki Tanaka
Operations Manager, Sakura Restaurant Group
San Francisco, CA
“We built our product but managed sales in spreadsheets. The irony wasn't lost on us. Custom CRM with Stripe billing integration transformed our revenue operations.”
Emily Chang
VP of Sales, CloudStack Solutions
San Francisco, CA
“The automated follow-up system turned our estimate close rate from 30% to 52%. It just keeps nudging leads until they say yes or no. No more guessing who to call.”
Jennifer Holloway
GM, Precision Roofing & Exteriors
Charlotte, NC
“We doubled our inquiry-to-enrollment conversion rate in one year. The automated nurture sequences keep prospective families engaged through the decision process.”
Ryan Cooper
Director of Admissions, Horizon Learning Center
Raleigh, NC
Ready to Connect Zapier with Your CRM?
Book a discovery call and we'll walk you through exactly how Zapier will integrate with your custom CRM: direct API, no middleware, built for your workflow.