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Contact Boss Integrations

Contact Management

Put Contact Boss to work with AI and enterprise-grade automation

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

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  • SOC 2 and GDPR compliant
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  • 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
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Integrate Google Sheets with Contact BossIntegrate Google Sheets with Contact Boss
Google Sheets
Google, Spreadsheets
Integrate Google Sheets with Contact BossIntegrate Google Sheets with Contact Boss
Google Sheets
Google, Spreadsheets
Integrate Google Sheets with Contact BossIntegrate Google Sheets with Contact Boss
Google Sheets
Google, Spreadsheets

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Launch your first automated workflow

  • Create Google Calendar events from new events in Contact Boss

    • Contact Boss logo
    • Google Calendar logo
    Contact Boss + Google Calendar
  • Add new Contact Boss events to Microsoft Outlook

    • Contact Boss logo
    • Microsoft Outlook logo
    Contact Boss + Microsoft Outlook
  • Add new Contact Boss contacts to Google Contacts

    • Contact Boss logo
    • Google Contacts logo
    Contact Boss + Google Contacts
  • Create Microsoft Outlook contacts from new Contact Boss contacts

    • Contact Boss logo
    • Microsoft Outlook logo
    Contact Boss + Microsoft Outlook
  • Add Shape Software records for new Contact Boss contacts

    • Contact Boss logo
    • Shape logo
    Contact Boss + Shape
  • Create Google Calendar events from new events in Contact Boss

    • Contact Boss logo
    • Google Calendar logo
    Contact Boss + Google Calendar
  • Add new Contact Boss events to Microsoft Outlook

    • Contact Boss logo
    • Microsoft Outlook logo
    Contact Boss + Microsoft Outlook
  • Add new Contact Boss contacts to Google Contacts

    • Contact Boss logo
    • Google Contacts logo
    Contact Boss + Google Contacts
  • Create Microsoft Outlook contacts from new Contact Boss contacts

    • Contact Boss logo
    • Microsoft Outlook logo
    Contact Boss + Microsoft Outlook
  • Add Shape Software records for new Contact Boss contacts

    • Contact Boss logo
    • Shape logo
    Contact Boss + Shape
    • 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.

      For builders

      Let your AI safely access Contact Boss

      Go beyond Zap workflows. Install Zapier in your AI to call Contact Boss 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 Contact Boss from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Contact Boss 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 Contact Boss 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: "contact-boss", owner: "me" });
      
      await zapier.runAction({
        app: 'contact-boss',
        action: '{actionName}',
        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.

      Contact Boss Help & Support

      Common questions

      contact-boss logo
      About Contact Boss
      Contact Boss is one of your best options for client management software, offering a better way to track your clients. Contact Boss is the best client management software for Small to Medium Size Businesses, Entrepreneurs, Volunteer or Service Organizations etc.
      Related categories

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      • Google Sheets

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