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mySalesman Integrations

Sales & CRM

Put mySalesman to work with AI and enterprise-grade automation

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

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Start free with email
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  • 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
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Or pick an app to pair with
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Integrate Mailchimp with mySalesmanIntegrate Mailchimp with mySalesman
Mailchimp
Marketing Automation
Integrate Trello with mySalesmanIntegrate Trello with mySalesman
Trello
Project Management
Integrate ServiceTitan with mySalesmanIntegrate ServiceTitan with mySalesman
ServiceTitan
CRM (Customer Relationship Management)
Integrate Pipedrive with mySalesmanIntegrate Pipedrive with mySalesman
Pipedrive
CRM (Customer Relationship Management)
Integrate Thryv with mySalesmanIntegrate Thryv with mySalesman
Thryv
CRM (Customer Relationship Management)
Integrate Crmble with mySalesmanIntegrate Crmble with mySalesman
Crmble
CRM (Customer Relationship Management)
Integrate Mailchimp with mySalesmanIntegrate Mailchimp with mySalesman
Mailchimp
Marketing Automation
Integrate Trello with mySalesmanIntegrate Trello with mySalesman
Trello
Project Management
Integrate ServiceTitan with mySalesmanIntegrate ServiceTitan with mySalesman
ServiceTitan
CRM (Customer Relationship Management)
Integrate Pipedrive with mySalesmanIntegrate Pipedrive with mySalesman
Pipedrive
CRM (Customer Relationship Management)
Integrate Thryv with mySalesmanIntegrate Thryv with mySalesman
Thryv
CRM (Customer Relationship Management)
Integrate Crmble with mySalesmanIntegrate Crmble with mySalesman
Crmble
CRM (Customer Relationship Management)
Integrate Mailchimp with mySalesmanIntegrate Mailchimp with mySalesman
Mailchimp
Marketing Automation
Integrate Trello with mySalesmanIntegrate Trello with mySalesman
Trello
Project Management
Integrate ServiceTitan with mySalesmanIntegrate ServiceTitan with mySalesman
ServiceTitan
CRM (Customer Relationship Management)
Integrate Pipedrive with mySalesmanIntegrate Pipedrive with mySalesman
Pipedrive
CRM (Customer Relationship Management)
Integrate Thryv with mySalesmanIntegrate Thryv with mySalesman
Thryv
CRM (Customer Relationship Management)
Integrate Crmble with mySalesmanIntegrate Crmble with mySalesman
Crmble
CRM (Customer Relationship Management)

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Launch your first automated workflow

  • Add LeadConnector opportunities when new mySalesman budget quotes are created

    • mySalesman logo
    • LeadConnector logo
    mySalesman + LeadConnector
  • Add HubSpot Contacts & Deals when new mySalesman budget quotes are created

    • mySalesman logo
    • HubSpot logo
    mySalesman + HubSpot
  • Add Housecall Pro customers when new mySalesman budget quotes are created

    • mySalesman logo
    • Housecall Pro logo
    mySalesman + Housecall Pro
  • Create Builder Prime client records when new mySalesman budget quotes are created

    • mySalesman logo
    • Builder Prime logo
    mySalesman + Builder Prime
  • Add LeadConnector opportunities when new mySalesman budget quotes are created

    • mySalesman logo
    • LeadConnector logo
    mySalesman + LeadConnector
  • Add HubSpot Contacts & Deals when new mySalesman budget quotes are created

    • mySalesman logo
    • HubSpot logo
    mySalesman + HubSpot
  • Add Housecall Pro customers when new mySalesman budget quotes are created

    • mySalesman logo
    • Housecall Pro logo
    mySalesman + Housecall Pro
  • Create Builder Prime client records when new mySalesman budget quotes are created

    • mySalesman logo
    • Builder Prime logo
    mySalesman + Builder Prime
    • 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.

        • Start Date
          Required
        Trigger
        Polling
        Try It

        For builders

        Let your AI safely access mySalesman

        Go beyond Zap workflows. Install Zapier in your AI to call mySalesman 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 mySalesman from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

        Works with

        Claude · ChatGPT · Cursor · Any MCP-compatible AI

        Install Zapier MCP
        Code

        Work in code with the Zapier SDK

        Expose mySalesman 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 mySalesman 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: "mysalesman", owner: "me" });
        
        await zapier.runAction({
          app: 'mysalesman',
          action: '{actionName}',
          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.

        mySalesman Help & Support

        Common questions

        mysalesman logo
        About mySalesman
        mySalesman is a lead qualification tool for residential construction contractors.
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