MyDesk Integrations

Name: Zapier
Availability: InStock

Put MyDesk to work with AI and enterprise-grade automation

Automate smarter with MyDesk 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
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Microsoft Exchange

Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

ActiveCampaign

Marketing Automation

Facebook Lead Ads (for Business admins)

Ads & Conversion

Leadinfo

Marketing

Microsoft Outlook

Calendar, Email, Microsoft

Microsoft Excel

Microsoft, Spreadsheets

Google Contacts

Contact Management, Google

Storylane

Sales & CRM

Microsoft Exchange

Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

ActiveCampaign

Marketing Automation

Facebook Lead Ads (for Business admins)

Ads & Conversion

Leadinfo

Marketing

Microsoft Outlook

Calendar, Email, Microsoft

Microsoft Exchange

Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

ActiveCampaign

Marketing Automation

Facebook Lead Ads (for Business admins)

Ads & Conversion

Leadinfo

Marketing

Microsoft Outlook

Calendar, Email, Microsoft

Microsoft Excel

Microsoft, Spreadsheets

Google Contacts

Contact Management, Google

Storylane

Sales & CRM

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

Create Shape Software records for new MyDesk contacts
Details
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MyDesk + Shape
Create draft emails in Microsoft Outlook for new MyDesk leads
Details
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MyDesk + Microsoft Outlook
Add or update subscribers in Mailchimp for new companies in MyDesk
Details
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MyDesk + Mailchimp
Create draft emails in Microsoft Outlook for new MyDesk companies
Details
Try it
MyDesk + Microsoft Outlook
Add/update subscribers in Mailchimp for new MyDesk leads
Details
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MyDesk + Mailchimp
Add new contacts in MyDesk to Mailchimp
Details
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MyDesk + Mailchimp

Create Shape Software records for new MyDesk contacts

Details

Try it

MyDesk + Shape

Create draft emails in Microsoft Outlook for new MyDesk leads

Details

Try it

MyDesk + Microsoft Outlook

Add or update subscribers in Mailchimp for new companies in MyDesk

Details

Try it

MyDesk + Mailchimp

Create draft emails in Microsoft Outlook for new MyDesk companies

Details

Try it

MyDesk + Microsoft Outlook

Add/update subscribers in Mailchimp for new MyDesk leads

Details

Try it

MyDesk + Mailchimp

Add new contacts in MyDesk to Mailchimp

Details

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MyDesk + Mailchimp

Send chat messages in Microsoft Teams for new MyDesk companies

Details

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MyDesk + Microsoft Teams

Send Gmail emails for new MyDesk leads

Details

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MyDesk + Gmail

Create drafts in Gmail for new companies in MyDesk

Details

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MyDesk + Gmail

Send direct messages in Slack for new MyDesk companies

Details

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MyDesk + Slack

Send channel messages in Microsoft Teams for new MyDesk leads

Details

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MyDesk + Microsoft Teams

Create tasks in MyDesk for new contacts in Zoho CRM

Details

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Zoho CRM + MyDesk

Send chat messages in Microsoft Teams for new MyDesk companies
Details
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MyDesk + Microsoft Teams
Send Gmail emails for new MyDesk leads
Details
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MyDesk + Gmail
Create drafts in Gmail for new companies in MyDesk
Details
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MyDesk + Gmail
Send direct messages in Slack for new MyDesk companies
Details
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MyDesk + Slack
Send channel messages in Microsoft Teams for new MyDesk leads
Details
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MyDesk + Microsoft Teams
Create tasks in MyDesk for new contacts in Zoho CRM
Premium
Details
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Zoho CRM + MyDesk

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.

- Representative
- Appointment Type
Trigger
Polling
Try It
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Representative
Trigger
Polling
Try It
- Assigned To
- Subject
Trigger
Polling
Try It

- Company
  Required
- Contact With
- Subject
  Required
- Description
- Start Date
  Required
- End Date
  Required
- Assigned To
  Required
- Location
- Appointment Type
  Required
- Follow Up
  Required
- Is Closed
  Required
Action
Write
- Company
  Required
- Salutation
- First Name
- Surname Prefixes
- Surname
  Required
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as Primary
  Required
- Active
  Required
Action
Write

- Company
- Subject
  Required
- Description
- Planned Date
- Assigned To
  Required
- Created By
  Required
- Performed
  Required
Action
Write
- Id
- Key
Action
Write
- Id
- Key
Action
Write
- Code
- Description
Action
Search
- Code
  Required
Action
Search
- Name
- Code
Action
Search
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Selection Fields Info
- Company Group
- Id Fields Info
- Key
- Id
- Company Type
  Required
- Name
  Required
- Key
  Required
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- Representative
  Required
- Company Group
Action
Search or write
- Info
- Subject
- Selection Fields Info
- Company
- Representative
- Created By
- Status
- Id Fields Info
- Key
- Id
- Company
  Required
- Subject
  Required
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- Status
  Required
- Status Reason
- Status Clarification
- Representative
  Required
- Created By
  Required
Action
Search or write

- Company Type
  Required
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Status
  Required
- Representative
Trigger
Polling
Try It
- Completed By
- Assigned To
- Subject
Trigger
Polling
Try It
- Company
  Required
- Address Type
  Required
- Street
- Postal Code
  Required
- City
  Required
- Country
  Required
- Set as Primary Visiting Address
  Required
- Set as Primary Shipping Address
  Required
Action
Write
- Company Type
  Required
- Name
  Required
- Key
  Required
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- Representative
  Required
- Company Group
Action
Write
- Company
  Required
- Subject
  Required
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- Status
  Required
- Status Reason
- Status Clarification
- Representative
  Required
- Created By
  Required
Action
Write
- Company Type
  Required
- Id
- Key
Action
Write
- Id
- Key
Action
Write
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Selection Fields Info
- Company Group
- Id Fields Info
- Key
- Id
Action
Search
- Info
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Selection Fields Info
- Company
- Id Fields Info
- Key
- Id
Action
Search
- Info
- Subject
- Selection Fields Info
- Company
- Representative
- Created By
- Status
- Id Fields Info
- Key
- Id
Action
Search
- Info
- Subject
- Selection Fields Info
- Is Performed
- Assigned To
- Created By
- Performed By
- Company
- Id Fields Info
- Key
- Id
Action
Search
- Info
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Selection Fields Info
- Company
- Id Fields Info
- Key
- Id
- Company
  Required
- Salutation
- First Name
- Surname Prefixes
- Surname
  Required
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as Primary
  Required
- Active
  Required
Action
Search or write
- Info
- Subject
- Selection Fields Info
- Is Performed
- Assigned To
- Created By
- Performed By
- Company
- Id Fields Info
- Key
- Id
- Company
- Subject
  Required
- Description
- Planned Date
- Assigned To
  Required
- Created By
  Required
- Performed
  Required
Action
Search or write

MyDesk 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 MyDesk

MyDesk: Get started quickly with a user-friendly CRM for sales.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

MyDesk Integrations

Put MyDesk 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

Create Shape Software records for new MyDesk contacts

Create draft emails in Microsoft Outlook for new MyDesk leads

Add or update subscribers in Mailchimp for new companies in MyDesk

Create draft emails in Microsoft Outlook for new MyDesk companies