Finveo CRM Integrations

Name: Zapier
Availability: InStock

Beta

CRM (Customer Relationship Management)

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

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

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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.

Opportunity Won
Triggers when an opportunity is won (deal closed).
Trigger
Instant
Try It
New Activity
Triggers when a note, email or SMS is added to a lead.
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
Opportunity Cancelled
Triggers when an opportunity is cancelled.
Trigger
Instant
Try It
Opportunity Value Changed
Triggers when the value or valuation sum of an opportunity changes.
Trigger
Instant
Try It

Lead Contact Details Changed
Triggers when the name, phone, email, brand or campaign of a lead changes.
Trigger
Instant
Try It
Lead Status Changed
Triggers when the status of a lead changes (e.g. appointment booked, follow-up, customer).
Trigger
Instant
Try It

New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Appointment No-Show
Triggers when an appointment is marked as no-show.
Trigger
Instant
Try It
Appointment Booked
Triggers when an appointment is booked (dialer, booking page, Calendly or API).
Trigger
Instant
Try It
- Lead
- Task
  Required
- Description
- Due Date
- Assign To
- Priority
Action
Write
- Lead
  Required
- First Name
- Last Name
- Full Name
- Phone
- Email
- Street
- Postal Code
- City
- Campaign
- Brand
- Custom Fields
Action
Write
- Lead
  Required
- Status
  Required
Action
Write
- Lead
  Required
- Title
- Text
  Required
Action
Write
- Appointment
  Required
- Reason
Action
Write
- Appointment
  Required
- Outcome
  Required
- Note
Action
Write
- Campaign
  Required
- Amount in EUR
  Required
- Day (YYYY-MM-DD)
- Month (YYYY-MM)
- Label
Action
Write
- Email
- Name (exact)
Action
Search
- Phone
- Email
- Full Name (if no first/last name)
- Lead
- First Name
- Last Name
- Brand
- Campaign
- Source
- Note
Action
Search or write

Sale Recorded
Triggers when a sold product (sale) is recorded.
Trigger
Instant
Try It
- Only for Outcome
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Opportunity Stage Changed
Triggers when an opportunity moves to another pipeline stage.
Trigger
Instant
Try It
- Checklist
Trigger
Instant
Try It
Lead Deleted
Triggers when a lead is moved to the trash.
Trigger
Instant
Try It
Lead Assigned
Triggers when the owner, setter or advisor of a lead changes.
Trigger
Instant
Try It
Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
Try It
Appointment Completed
Triggers when an appointment is marked as completed.
Trigger
Instant
Try It
Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
Try It
- Task
  Required
Action
Write
- First Name
- Last Name
- Full Name (if no first/last name)
- Phone
- Email
- Brand
- Campaign
- Source
- Note
Action
Write
- Lead
  Required
- Team Member
  Required
- Role
  Required
Action
Write
- Lead
  Required
- Stage
  Required
Action
Write
- Lead
  Required
- Type
  Required
- Start
  Required
- Duration (Minutes)
- Advisor
- Setter
- Title
- Meeting Link (Zoom/Meet)
- Note
- Update Lead Status and Stage
Action
Write
- Appointment
  Required
- New Start
  Required
- Duration (Minutes)
- Reason
Action
Write
- Phone
- Email
- Name (min. 3 characters)
- Lead
Action
Search
- Lead
  Required
- Only Upcoming Open Appointments
Action
Search

For builders

Let your AI safely access Finveo CRM

Go beyond Zap workflows. Install Zapier in your AI to call Finveo 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 Finveo 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 Task
Complete Task

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Finveo 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 Finveo 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: "finveo-crm", owner: "me" });

await zapier.runAction({
  app: 'finveo-crm',
  action: 'aufgabe_anlegen',
  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.

Finveo 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 Finveo CRM

Finveo CRM is a CRM for insurance and finance advisors: leads, appointments, calls, tasks and sales pipeline in one place.

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