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BaseCRM Integrations

CRM (Customer Relationship Management)

Put BaseCRM to work with AI and enterprise-grade automation

Automate smarter with BaseCRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
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Marketing Automation

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Message
    • Lead service
      Required
    Trigger
    Instant
    Try It
    • Message
    • Lead service
      Required
    Trigger
    Instant
    Try It
    • Message
    • Lead service
      Required
    Action
    Write

For builders

Let your AI safely access BaseCRM

Go beyond Zap workflows. Install Zapier in your AI to call BaseCRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in BaseCRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Create Lead

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose BaseCRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a BaseCRM connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "basecrm", owner: "me" });

await zapier.runAction({
  app: 'basecrm',
  action: 'create_lead',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

BaseCRM Help & Support

Common questions

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About BaseCRM
BaseCRM is an app to create, organize, and manage potential customers throughout the sales process.
Related categories

Popular BaseCRM Integrations

  • Airtable
  • ActiveCampaign

Popular BaseCRM Integrations