Put CRM People to work with AI and enterprise-grade automation
Automate smarter with CRM People and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Facebook Lead Ads
Ads & Conversion, Facebook
Calendly
Scheduling & Booking
Gmail
Email, Google
Airtable
Databases
Asana
Project Management
ClickUp
Project Management
ActiveCampaign
Marketing Automation
Facebook Conversions
Ads & Conversion, Facebook
Bark
CRM (Customer Relationship Management)
Facebook Lead Ads
Ads & Conversion, Facebook
Calendly
Scheduling & Booking
Gmail
Email, Google
Airtable
Databases
Asana
Project Management
ClickUp
Project Management
Facebook Lead Ads
Ads & Conversion, Facebook
Calendly
Scheduling & Booking
Gmail
Email, Google
Airtable
Databases
Asana
Project Management
ClickUp
Project Management
ActiveCampaign
Marketing Automation
Facebook Conversions
Ads & Conversion, Facebook
Bark
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
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.
- Sales Pipelines
Try ItTriggerInstant- Activity TypeRequired
Try ItTriggerInstant- Activity NameRequired
- Scheduled To
- Scheduled End
- Meeting Link
- Responsible UserRequired
- Activity TypeRequired
- Deal ID
- Person ID
- Business ID
ActionWrite- Meeting NameRequired
- Scheduled ToRequired
- Scheduled End
- Meeting Link
- Responsible UserRequired
- Deal ID
- Person ID
- Business ID
- Attendees
ActionWrite
- Activity Type
Try ItTriggerInstant- Sales Pipelines
Try ItTriggerInstant- Person name
- Person phones
- Person whatsapps
- Person e-mails
- Business name
- Business phones
- Business whatsapps
- Business e-mails
- Opportunity nameRequired
- Sales pipelineRequired
- Pipeline phaseRequired
- StatusRequired
- Opportunity valueRequired
- UsersRequired
- Tags
- Observations
ActionWrite
For builders
Let your AI safely access CRM People
Go beyond Zap workflows. Install Zapier in your AI to call CRM People actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in CRM People 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
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose CRM People 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 CRM People 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: "crm-people", owner: "me" });
await zapier.runAction({
app: 'crm-people',
action: 'create_activity',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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