Dazos CRM Integrations

Name: Zapier
Availability: InStock

Put Dazos CRM to work with AI and enterprise-grade automation

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

Start free with email

Continue with Google

Start free with email

Continue with Google

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

TikTok Lead Generation

Ads & Conversion

Gravity Forms

Forms & Surveys, WordPress

Zoho Forms

Forms & Surveys, Zoho

LiveChat

Customer Support

HubSpot

Marketing Automation

WordPress

Website Builders, WordPress

Pure Chat

Customer Support

Comm100

Customer Support

Facebook Lead Ads

Ads & Conversion, Facebook

TikTok Lead Generation

Ads & Conversion

Gravity Forms

Forms & Surveys, WordPress

Zoho Forms

Forms & Surveys, Zoho

LiveChat

Customer Support

HubSpot

Marketing Automation

Facebook Lead Ads

Ads & Conversion, Facebook

TikTok Lead Generation

Ads & Conversion

Gravity Forms

Forms & Surveys, WordPress

Zoho Forms

Forms & Surveys, Zoho

LiveChat

Customer Support

HubSpot

Marketing Automation

WordPress

Website Builders, WordPress

Pure Chat

Customer Support

Comm100

Customer Support

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new Dazos CRM outbound referrals to a Google Sheets spreadsheet as rows
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Dazos CRM + Google Sheets
Add new Dazos CRM opportunities to Google Sheets as rows
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Dazos CRM + Google Sheets
Create spreadsheet rows in Google Sheets for new leads in Dazos CRM
Details
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Dazos CRM + Google Sheets
Admit opportunities in Dazos CRM and send offline conversions to Google Ads
Details
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Dazos CRM + Google Ads
Create referral sources in Dazos CRM for each new affiliate in Tapfiliate
Details
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Tapfiliate + Dazos CRM
Create leads in Dazos CRM for new projects lead in Dubsado
Details
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Dubsado + Dazos CRM

Add new Dazos CRM outbound referrals to a Google Sheets spreadsheet as rows

Details

Try it

Dazos CRM + Google Sheets

Add new Dazos CRM opportunities to Google Sheets as rows

Details

Try it

Dazos CRM + Google Sheets

Create spreadsheet rows in Google Sheets for new leads in Dazos CRM

Details

Try it

Dazos CRM + Google Sheets

Admit opportunities in Dazos CRM and send offline conversions to Google Ads

Details

Try it

Dazos CRM + Google Ads

Create referral sources in Dazos CRM for each new affiliate in Tapfiliate

Details

Try it

Tapfiliate + Dazos CRM

Create leads in Dazos CRM for new projects lead in Dubsado

Details

Try it

Dubsado + Dazos CRM

Generate new leads in Dazos CRM whenever new calls come in through CallTrackingMetrics

Details

Try it

CallTrackingMetrics + Dazos CRM

Create leads in Dazos CRM from new contacts in Seamless AI

Details

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Seamless + Dazos CRM

Create new Dazos CRM leads from newly sent contacts in Tidio

Details

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Tidio + Dazos CRM

Create new Dazos CRM leads from new LiveChat chats

Details

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LiveChat + Dazos CRM

Create new leads in Dazos CRM from new form submissions in Gravity Forms

Details

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Gravity Forms + Dazos CRM

Create new HubSpot contacts from newly created leads in Dazos CRM

Details

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Dazos CRM + HubSpot

Generate new leads in Dazos CRM whenever new calls come in through CallTrackingMetrics
Details
Try it
CallTrackingMetrics + Dazos CRM
Create leads in Dazos CRM from new contacts in Seamless AI
Details
Try it
Seamless + Dazos CRM
Create new Dazos CRM leads from newly sent contacts in Tidio
Details
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Tidio + Dazos CRM
Create new Dazos CRM leads from new LiveChat chats
Details
Try it
LiveChat + Dazos CRM
Create new leads in Dazos CRM from new form submissions in Gravity Forms
Details
Try it
Gravity Forms + Dazos CRM
Create new HubSpot contacts from newly created leads in Dazos CRM
Details
Try it
Dazos CRM + HubSpot

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.

Admitted Status Change
Trigger a Zap when a patient’s Admitted Status changes
Trigger
Polling
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Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Trigger
Polling
Try It
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
New Referral Source
Triggers when a new Referral Source is created.
Trigger
Polling
Try It
Opportunity Discharged
Triggers when an Opportunity gets discharged.
Trigger
Polling
Try It

Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
Trigger
Polling
Try It
Create Account
Creates an Account
Action
Write

Create Opportunity
Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Action
Write
Create VOB
Creates a new VOB,
Action
Write
Find Lead
Find or Create Lead
Action
Write
Find Referral Source
Find or Create Referral Source
Action
Write
- ID
  Required
- Sales Stage
  Required
Action
Write
- ID
  Required
- VOB status
  Required
Action
Write

Lead Updated
Trigger a Zap when a Lead gets updated
Trigger
Polling
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New Lead Created
Triggers when a new Lead is created.
Trigger
Polling
Try It
New Outbound Referral
Triggers when a new Outbound Referral is created.
Trigger
Polling
Try It
Opportunity Admitted
Triggers when an Opportunity gets changed to Admitted.
Trigger
Polling
Try It
Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Polling
Try It
Sales Stage Changes
trigger a Zap when an Opportunity’s Sales Stage changes
Trigger
Polling
Try It
Create Lead
Creates a new Lead
Action
Write
Create Referral Source
Creates a Referral Source
Action
Write
Find Account
Finds an Account.
Action
Write
Find Opportunity
Find or Create an Account / Opportunity
Action
Write
Recieve Input Only
Used to receive the input and check if request comes properly, mainly used to test zap
Action
Write
- ID
  Required
- PAA Status
  Required
Action
Write

For builders

Let your AI safely access Dazos CRM

Go beyond Zap workflows. Install Zapier in your AI to call Dazos CRM 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 Dazos CRM 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 Account
Create Lead

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Dazos CRM 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 Dazos CRM 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: "dazos-crm", owner: "me" });

await zapier.runAction({
  app: 'dazos-crm',
  action: 'create_account',
  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.

Dazos CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Dazos CRM

For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Dazos CRM Integrations

Put Dazos CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Add new Dazos CRM outbound referrals to a Google Sheets spreadsheet as rows

Add new Dazos CRM opportunities to Google Sheets as rows

Create spreadsheet rows in Google Sheets for new leads in Dazos CRM

Admit opportunities in Dazos CRM and send offline conversions to Google Ads

Create referral sources in Dazos CRM for each new affiliate in Tapfiliate

Create leads in Dazos CRM for new projects lead in Dubsado

Add new Dazos CRM outbound referrals to a Google Sheets spreadsheet as rows

Add new Dazos CRM opportunities to Google Sheets as rows

Create spreadsheet rows in Google Sheets for new leads in Dazos CRM

Admit opportunities in Dazos CRM and send offline conversions to Google Ads

Create referral sources in Dazos CRM for each new affiliate in Tapfiliate

Create leads in Dazos CRM for new projects lead in Dubsado

Generate new leads in Dazos CRM whenever new calls come in through CallTrackingMetrics

Create leads in Dazos CRM from new contacts in Seamless AI

Create new Dazos CRM leads from newly sent contacts in Tidio

Create new Dazos CRM leads from new LiveChat chats

Create new leads in Dazos CRM from new form submissions in Gravity Forms

Create new HubSpot contacts from newly created leads in Dazos CRM

Generate new leads in Dazos CRM whenever new calls come in through CallTrackingMetrics

Create leads in Dazos CRM from new contacts in Seamless AI

Create new Dazos CRM leads from newly sent contacts in Tidio

Create new Dazos CRM leads from new LiveChat chats

Create new leads in Dazos CRM from new form submissions in Gravity Forms

Create new HubSpot contacts from newly created leads in Dazos CRM

Let your AI safely access Dazos CRM

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Dazos CRM Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Dazos CRM Integrations

Popular Dazos CRM Integrations

Connect Your App Accounts to Zapier