Put Site2CRM to work with AI and enterprise-grade automation
Automate smarter with Site2CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
Calendly
Scheduling & Booking
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Facebook Lead Ads
Ads & Conversion, Facebook
Mailchimp
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
Calendly
Scheduling & Booking
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Facebook Lead Ads
Ads & Conversion, Facebook
Mailchimp
Marketing Automation
Airtable
Databases
Calendly
Scheduling & Booking
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Facebook Lead Ads
Ads & Conversion, Facebook
Mailchimp
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
Join millions worldwide who automate their work using Zapier
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.
- Lead Captured From Chat
Triggers when AI chat captures a lead's email or phone number.
Try ItTriggerInstant - New AI Chat Conversation
Triggers when an AI chat conversation starts on your website.
Try ItTriggerInstant - New Lead
Triggers when a new lead is captured via form or AI chat.
Try ItTriggerInstant - NameRequired
- Email
- Phone
- Company
- Source
- Notes
ActionWrite
- Lead Updated
Triggers when a lead's information is changed.
Try ItTriggerInstant - New Form Submission
Triggers when a form is submitted on your website.
Try ItTriggerInstant - Lead IDRequired
- NoteRequired
ActionWrite- Lead IDRequired
- Name
- Email
- Phone
- Company
- Status
- Notes
ActionWrite
For builders
Let your AI safely access Site2CRM
Go beyond Zap workflows. Install Zapier in your AI to call Site2CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Site2CRM 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
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Site2CRM 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 Site2CRM 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: "site2crm", owner: "me" });
await zapier.runAction({
app: 'site2crm',
action: 'add_note',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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