Put ShareCRM to work with AI and enterprise-grade automation
Automate smarter with ShareCRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
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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.
- Object ApiNameRequired
Try ItTriggerPolling- New Marketing Event
Triggers when a new Marketing Event is created.
Try ItTriggerPolling - Create Account
When the field _id has a value, update the account data in the system. When the field _id has no value, add new account data in the system
ActionWrite - Create Contact
When the field _id has a value, update the contact data in the system. When the field _id has no value, add new contact data in the system
ActionWrite
- Object NameRequired
Try ItTriggerPolling- New Leads
Triggers when a new Leads is created .
Try ItTriggerPolling - Create Case
When the field _id has a value, update the Case data in the system. When the field _id has no value, add new Case data in the system
ActionWrite - Create Leads
Creates a Leads in the system.
ActionWrite
For builders
Let your AI safely access ShareCRM
Go beyond Zap workflows. Install Zapier in your AI to call ShareCRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
Call actions in natural language with Zapier MCP
Act in ShareCRM 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
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose ShareCRM 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 ShareCRM 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: "sharecrm", owner: "me" });
await zapier.runAction({
app: 'sharecrm',
action: 'create_AccountObj',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.










