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JeffreyAI Integrations

CRM (Customer Relationship Management)

Put JeffreyAI to work with AI and enterprise-grade automation

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Integrate Facebook Conversions with JeffreyAIIntegrate Facebook Conversions with JeffreyAI
Facebook Conversions
Ads & Conversion, Facebook
Integrate Google Sheets with JeffreyAIIntegrate Google Sheets with JeffreyAI
Google Sheets
Google, Spreadsheets
Integrate Gmail with JeffreyAIIntegrate Gmail with JeffreyAI
Gmail
Email, Google
Integrate Google Calendar with JeffreyAIIntegrate Google Calendar with JeffreyAI
Google Calendar
Calendar, Google
Integrate Google Drive with JeffreyAIIntegrate Google Drive with JeffreyAI
Google Drive
File Management & Storage, Google
Integrate HubSpot with JeffreyAIIntegrate HubSpot with JeffreyAI
HubSpot
Marketing Automation
Integrate Google Forms with JeffreyAIIntegrate Google Forms with JeffreyAI
Google Forms
Forms & Surveys, Google
Integrate Facebook Lead Ads with JeffreyAIIntegrate Facebook Lead Ads with JeffreyAI
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Calendly with JeffreyAIIntegrate Calendly with JeffreyAI
Calendly
Scheduling & Booking
Integrate Facebook Conversions with JeffreyAIIntegrate Facebook Conversions with JeffreyAI
Facebook Conversions
Ads & Conversion, Facebook
Integrate Google Sheets with JeffreyAIIntegrate Google Sheets with JeffreyAI
Google Sheets
Google, Spreadsheets
Integrate Gmail with JeffreyAIIntegrate Gmail with JeffreyAI
Gmail
Email, Google
Integrate Google Calendar with JeffreyAIIntegrate Google Calendar with JeffreyAI
Google Calendar
Calendar, Google
Integrate Google Drive with JeffreyAIIntegrate Google Drive with JeffreyAI
Google Drive
File Management & Storage, Google
Integrate HubSpot with JeffreyAIIntegrate HubSpot with JeffreyAI
HubSpot
Marketing Automation
Integrate Facebook Conversions with JeffreyAIIntegrate Facebook Conversions with JeffreyAI
Facebook Conversions
Ads & Conversion, Facebook
Integrate Google Sheets with JeffreyAIIntegrate Google Sheets with JeffreyAI
Google Sheets
Google, Spreadsheets
Integrate Gmail with JeffreyAIIntegrate Gmail with JeffreyAI
Gmail
Email, Google
Integrate Google Calendar with JeffreyAIIntegrate Google Calendar with JeffreyAI
Google Calendar
Calendar, Google
Integrate Google Drive with JeffreyAIIntegrate Google Drive with JeffreyAI
Google Drive
File Management & Storage, Google
Integrate HubSpot with JeffreyAIIntegrate HubSpot with JeffreyAI
HubSpot
Marketing Automation
Integrate Google Forms with JeffreyAIIntegrate Google Forms with JeffreyAI
Google Forms
Forms & Surveys, Google
Integrate Facebook Lead Ads with JeffreyAIIntegrate Facebook Lead Ads with JeffreyAI
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Calendly with JeffreyAIIntegrate Calendly with JeffreyAI
Calendly
Scheduling & Booking

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Launch your first automated workflow

  • Add new Jotform submissions to JeffreyAI as contacts

    • Jotform logo
    • JeffreyAI logo
    Jotform + JeffreyAI
  • Add new Jotform submissions to JeffreyAI as contacts

    • Jotform logo
    • JeffreyAI logo
    Jotform + JeffreyAI
    • 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.

      • JeffreyAI triggers, actions, and search
        Get Contacts

        Triggers when a new contact is added to JeffreyAI.

        Trigger
        Polling
        Try It
        • Name
          Required
        • Stage
          Required
        • Assigned Sales Person
        • Created Date
        • Closed Date
        • Originated From
        • Organisations
        • Contacts
        • Product ID
        • Product Quantity
        • Amount
        • Currency
        Action
        Write
        • OpportunityID
          Required
        • Name
        • Stage
        • Assigned Sales Person
        • Created Date
        • Closed Date
        • Originated From
        • Organisations
        • Contacts
        • ProductID
        • Product Quantity
        • Amount
        • Currency
        Action
        Write
      • JeffreyAI triggers, actions, and search
        Get Organisations

        Triggers when a new organisation is added to JeffreyAI.

        Trigger
        Polling
        Try It
        • Decision Authority
        • Consented to being Contacted
        • Contact Type
          Required
        • First Name
        • Last Name
        • Email Address
        • Created Date
        • Job Title
        • Status
        • Assigned Sales Person
          Required
        • Country
          Required
        • State
        • City
        • Street Name
        • House Number
        • Postcode
        • Best Contact Time Start
        • Best Contact Time To
        • Phone no.
        • Mobile no.
        • Groups
        • Organisation
        • LinkedIn
        • Facebook
        • Instagram
        • Birthday
        Action
        Write
        • Contact ID
          Required
        • Decision Authority
        • Consented to being Contacted
        • Contact Type
          Required
        • First Name
          Required
        • Last Name
          Required
        • Email Address
        • Created Date
        • Job Title
        • Status
        • Assigned Sales Person ID
        • Country
        • State
        • City
        • Street Name
        • House Number
        • Postcode
        • Best Contact Time From
        • Best Contact Time To
        • Phone no.
        • Mobile no.
        • Organisation
        • Linkedin
        • Facebook
        • Instagram
        Action
        Write
        • First Name
          Required
        • Last name
          Required
        Action
        Search

      For builders

      Let your AI safely access JeffreyAI

      Go beyond Zap workflows. Install Zapier in your AI to call JeffreyAI 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 JeffreyAI 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

      • Add Contact
      • Add Opportunity

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose JeffreyAI 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 JeffreyAI 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: "jeffreyai", owner: "me" });
      
      await zapier.runAction({
        app: 'jeffreyai',
        action: 'add_contact_with_group',
        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.

      JeffreyAI Help & Support

      Common questions

      jeffreyai logo
      About JeffreyAI
      JeffreyAI is a smart engagement platform that assists you in lead management and proactively works with your sales people to close your next deal.
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