Connect Success.ai and CRM Connector to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Event" from Success.ai.

Add your action

An action happens after the trigger—such as "Activate Workflow" in CRM Connector.

You’re connected!

Zapier seamlessly connects Success.ai and CRM Connector, automating your workflow.

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.

- Campaign
  Required
- Event Type
  Required
Trigger
Polling
Try It
- Search Email Address
  Required
Action
Search
- Group
  Required
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
- Activity Types
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
Trigger
Polling
Try It

- Group
- Search Contacts
- Contact
- Closed Opportunities Only
Trigger
Polling
Try It
- Contact Email
  Required
- Workflow
  Required
- First Activity Starting
- Assigned To
- Connected To
- Associated With
Action
Write

- Group
- Email
  Required
- Firstname
- Lastname
- Phone
- Mobile
- Fax
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Company
- Notes
- Title
- Gender
- Birthdate
- Website
- Hometown
- Height
- Weight
- Skills & Interests
- Bio
- Add Campaign ID
- Add Conversion Code
- Add Conversion Stage
- Add Conversion Value
Action
Write
- Custom Object Definition
  Required
Action
Write
- Contact Email
  Required
- Group
  Required
- Sent Date
- Due Date
- Description
  Required
- Paid Date
- Payment Amount
- Send Invoice
- Send Invoice CC Recipients (separated by comma)
- Line Item Quantity
  Required
- Line Item SKU
- Line Item Description
  Required
- Line Item Unit Cost
  Required
- Line Item Event
Action
Write
- Group
  Required
- From Name
  Required
- From Email
  Required
- Subject
  Required
- Message
  Required
- Delivery Date/Time
  Required
Action
Write

- campaign
  Required
- Lead Status
  Required
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It
- Group
  Required
- Company Name
  Required
- Company Email
- Address
- City
- State
- Zip/Post Code
- Country
- Phone
- Website
- Parent Company
- Notes
Action
Write
- Contact Email
  Required
- Associate With
  Required
- Assigned To
  Required
- Activity
  Required
- Due Date/Time
  Required
- Completed Date/Time
- Notes
Action
Write
- Group
  Required
- Event Type
  Required
- Event Location
  Required
- Event Title
  Required
- Start Date/Time
  Required
- End Date/Time
  Required
- Public Event
  Required
- Automatic Email Reminders
  Required
- Event Fee
Action
Write
- Contact Email
  Required
- Title
  Required
- Managed By
  Required
- Quality
  Required
- Source
  Required
- Phase
  Required
- Value
- Chance to Win
  Required
- Close Date
  Required
Action
Write

For AI agents & developers

Use Success.ai and CRM Connector with AI agents and code

Beyond Zap workflows. Call Success.ai and CRM Connector actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Success.ai and CRM Connector actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Data Enrichment Using Email Address
Activate Workflow

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Success.ai and CRM Connector actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* successai / crm-connector action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Success.ai and CRM Connector to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Success.ai to CRM Connector integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Success.ai

Success.ai is a Cold Emailing Software Where You can Turbocharge Your Leads, Meetings, & Revenue With AI-Powered Cold Emails. Boost growth!

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Related categories

About CRM Connector

CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.