IRIS CRM Integrations

Name: Zapier
Availability: InStock

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

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

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
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8,000+ apps, 450+ AI tools
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Or pick an app to pair with

Gravity Forms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Gmail

Email, Google

Zoho CRM

CRM (Customer Relationship Management), Zoho

Spotio

Sales & CRM

ClickSend SMS

Phone & SMS

Mailshake

Drip Emails

Synthesia

AI Content Generation

Gravity Forms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Gmail

Email, Google

Zoho CRM

CRM (Customer Relationship Management), Zoho

Spotio

Sales & CRM

Gravity Forms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Gmail

Email, Google

Zoho CRM

CRM (Customer Relationship Management), Zoho

Spotio

Sales & CRM

ClickSend SMS

Phone & SMS

Mailshake

Drip Emails

Synthesia

AI Content Generation

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 subscribers in Mailchimp when new IRIS CRM leads are created
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IRIS CRM + Mailchimp
Create new IRIS CRM leads from Jotform submissions
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Jotform + IRIS CRM
Create an IRIS CRM lead from a new Facebook Ads lead
Premium
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Facebook Lead Ads + IRIS CRM
Create IRIS CRM leads from new business cards transcribed in Contacts+
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Contacts+ + IRIS CRM
Send notifications in Slack when IRIS CRM lead statuses are changed
Details
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IRIS CRM + Slack
Automatically Add Subscribers in iContact When New IRIS CRM Leads Are Created
Details
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IRIS CRM + iContact

Add subscribers in Mailchimp when new IRIS CRM leads are created

Details

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IRIS CRM + Mailchimp

Create new IRIS CRM leads from Jotform submissions

Details

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Jotform + IRIS CRM

Create an IRIS CRM lead from a new Facebook Ads lead

Details

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Facebook Lead Ads + IRIS CRM

Create IRIS CRM leads from new business cards transcribed in Contacts+

Details

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Contacts+ + IRIS CRM

Send notifications in Slack when IRIS CRM lead statuses are changed

Details

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IRIS CRM + Slack

Automatically Add Subscribers in iContact When New IRIS CRM Leads Are Created

Details

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IRIS CRM + iContact

Create leads in IRIS CRM from new leads in Intercom

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Intercom + IRIS CRM

Create a new lead in IRIS CRM when a new form is filled in Wufoo

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Wufoo + IRIS CRM

Create IRIS CRM leads when new companies are created in HubSpot

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HubSpot + IRIS CRM

Create or update Commissionly opportunities for new lead status updates in Iris CRM

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IRIS CRM + Commissionly

Create new leads in IRIS CRM from MyDocSafe forms

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MyDocSafe + IRIS CRM

Create and update IRIS CRM leads from new Typeform entries

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Typeform + IRIS CRM

Create leads in IRIS CRM from new leads in Intercom
Details
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Intercom + IRIS CRM
Create a new lead in IRIS CRM when a new form is filled in Wufoo
Details
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Wufoo + IRIS CRM
Create IRIS CRM leads when new companies are created in HubSpot
Details
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HubSpot + IRIS CRM
Create or update Commissionly opportunities for new lead status updates in Iris CRM
Details
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IRIS CRM + Commissionly
Create new leads in IRIS CRM from MyDocSafe forms
Details
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MyDocSafe + IRIS CRM
Create and update IRIS CRM leads from new Typeform entries
Details
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Typeform + IRIS CRM

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.

- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Previous Status
  Required
- New Status
  Required
Trigger
Instant
Try It
- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
Try It

- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note Tab
  Required
- Sticky or not?
  Required
- Note content
  Required
Action
Write
- Info
- Group
  Required
- Status
  Required
- Assign User(s)
  Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email Field
  Required
- Email template
  Required
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write

Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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Lead Restored
Triggers when a lead is restored.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- File Tab
  Required
- File Label
  Required
- File Name
  Required
- File Source
  Required
Action
Write
- Info
- Assign User(s)
  Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket type
  Required
- Subject
  Required
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone Field
  Required
- SMS template
  Required
Action
Write
- Info
- New Status
  Required
- New Group
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

IRIS 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 IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

IRIS CRM Integrations

Put IRIS 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

Launch your first automated workflow

Add subscribers in Mailchimp when new IRIS CRM leads are created

Create new IRIS CRM leads from Jotform submissions

Create an IRIS CRM lead from a new Facebook Ads lead

Create IRIS CRM leads from new business cards transcribed in Contacts+

Send notifications in Slack when IRIS CRM lead statuses are changed

Automatically Add Subscribers in iContact When New IRIS CRM Leads Are Created

Add subscribers in Mailchimp when new IRIS CRM leads are created

Create new IRIS CRM leads from Jotform submissions

Create an IRIS CRM lead from a new Facebook Ads lead

Create IRIS CRM leads from new business cards transcribed in Contacts+

Send notifications in Slack when IRIS CRM lead statuses are changed

Automatically Add Subscribers in iContact When New IRIS CRM Leads Are Created

Create leads in IRIS CRM from new leads in Intercom

Create a new lead in IRIS CRM when a new form is filled in Wufoo

Create IRIS CRM leads when new companies are created in HubSpot

Create or update Commissionly opportunities for new lead status updates in Iris CRM

Create new leads in IRIS CRM from MyDocSafe forms

Create and update IRIS CRM leads from new Typeform entries

Create leads in IRIS CRM from new leads in Intercom

Create a new lead in IRIS CRM when a new form is filled in Wufoo

Create IRIS CRM leads when new companies are created in HubSpot

Create or update Commissionly opportunities for new lead status updates in Iris CRM

Create new leads in IRIS CRM from MyDocSafe forms

Create and update IRIS CRM leads from new Typeform entries

Supported triggers and actions

IRIS 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

Popular IRIS CRM Integrations

Popular IRIS CRM Integrations

IRIS CRM Integrations

Put IRIS 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 subscribers in Mailchimp when new IRIS CRM leads are created

Create new IRIS CRM leads from Jotform submissions

Create an IRIS CRM lead from a new Facebook Ads lead

Create IRIS CRM leads from new business cards transcribed in Contacts+

Send notifications in Slack when IRIS CRM lead statuses are changed

Automatically Add Subscribers in iContact When New IRIS CRM Leads Are Created

Add subscribers in Mailchimp when new IRIS CRM leads are created

Create new IRIS CRM leads from Jotform submissions

Create an IRIS CRM lead from a new Facebook Ads lead

Create IRIS CRM leads from new business cards transcribed in Contacts+

Send notifications in Slack when IRIS CRM lead statuses are changed

Automatically Add Subscribers in iContact When New IRIS CRM Leads Are Created

Create leads in IRIS CRM from new leads in Intercom

Create a new lead in IRIS CRM when a new form is filled in Wufoo

Create IRIS CRM leads when new companies are created in HubSpot

Create or update Commissionly opportunities for new lead status updates in Iris CRM

Create new leads in IRIS CRM from MyDocSafe forms

Create and update IRIS CRM leads from new Typeform entries

Create leads in IRIS CRM from new leads in Intercom

Create a new lead in IRIS CRM when a new form is filled in Wufoo

Create IRIS CRM leads when new companies are created in HubSpot

Create or update Commissionly opportunities for new lead status updates in Iris CRM

Create new leads in IRIS CRM from MyDocSafe forms

Create and update IRIS CRM leads from new Typeform entries

IRIS 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 IRIS CRM Integrations

Popular IRIS CRM Integrations

Connect Your App Accounts to Zapier