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berto.ai Integrations

Beta
CRM (Customer Relationship Management)

Put berto.ai to work with AI and enterprise-grade automation

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

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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
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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.

    • First Name
    • Last Name
    • Email
      Required
    • Title
    • Phone
    • Industry
    • Company Name
    • Description
    • Mobile Phone
    • Source
    • Website Address
    • Rating
    • Campaign Source
    • Source Medium
    • Source Content
    • First Address
    • Second Address
    • City
    • State
    • Country
    • Postal Code
    • Currency
    • Lead Value
    • Annual Revenue
    • Revenue Currency
    • Do Not Call
    • Do not Email
    • Employee Count
    Action
    Write

    For builders

    Let your AI safely access berto.ai

    Go beyond Zap workflows. Install Zapier in your AI to call berto.ai 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 berto.ai 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

    • Add Lead

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose berto.ai 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 berto.ai 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: "bertoai", owner: "me" });
    
    await zapier.runAction({
      app: 'bertoai',
      action: 'add_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.

    berto.ai Help & Support

    Common questions

    bertoai logo
    About berto.ai
    berto.ai is an AI-native CRM that captures, qualifies, and converts leads automatically, so sales teams can focus on closing.
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