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Softify Integrations

CRM (Customer Relationship Management)

Put Softify to work with AI and enterprise-grade automation

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Or pick an app to pair with
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Integrate Google Sheets with SoftifyIntegrate Google Sheets with Softify
Google Sheets
Google, Spreadsheets
Integrate Gmail with SoftifyIntegrate Gmail with Softify
Gmail
Email, Google
Integrate Slack with SoftifyIntegrate Slack with Softify
Slack
Team Chat
Integrate Google Calendar with SoftifyIntegrate Google Calendar with Softify
Google Calendar
Calendar, Google
Integrate Google Drive with SoftifyIntegrate Google Drive with Softify
Google Drive
File Management & Storage, Google
Integrate HubSpot with SoftifyIntegrate HubSpot with Softify
HubSpot
Marketing Automation
Integrate Google Forms with SoftifyIntegrate Google Forms with Softify
Google Forms
Forms & Surveys, Google
Integrate Facebook Lead Ads with SoftifyIntegrate Facebook Lead Ads with Softify
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Mailchimp with SoftifyIntegrate Mailchimp with Softify
Mailchimp
Marketing Automation
Integrate Google Sheets with SoftifyIntegrate Google Sheets with Softify
Google Sheets
Google, Spreadsheets
Integrate Gmail with SoftifyIntegrate Gmail with Softify
Gmail
Email, Google
Integrate Slack with SoftifyIntegrate Slack with Softify
Slack
Team Chat
Integrate Google Calendar with SoftifyIntegrate Google Calendar with Softify
Google Calendar
Calendar, Google
Integrate Google Drive with SoftifyIntegrate Google Drive with Softify
Google Drive
File Management & Storage, Google
Integrate HubSpot with SoftifyIntegrate HubSpot with Softify
HubSpot
Marketing Automation
Integrate Google Sheets with SoftifyIntegrate Google Sheets with Softify
Google Sheets
Google, Spreadsheets
Integrate Gmail with SoftifyIntegrate Gmail with Softify
Gmail
Email, Google
Integrate Slack with SoftifyIntegrate Slack with Softify
Slack
Team Chat
Integrate Google Calendar with SoftifyIntegrate Google Calendar with Softify
Google Calendar
Calendar, Google
Integrate Google Drive with SoftifyIntegrate Google Drive with Softify
Google Drive
File Management & Storage, Google
Integrate HubSpot with SoftifyIntegrate HubSpot with Softify
HubSpot
Marketing Automation
Integrate Google Forms with SoftifyIntegrate Google Forms with Softify
Google Forms
Forms & Surveys, Google
Integrate Facebook Lead Ads with SoftifyIntegrate Facebook Lead Ads with Softify
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Mailchimp with SoftifyIntegrate Mailchimp with Softify
Mailchimp
Marketing Automation

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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.

    • Last name
      Required
    • First name
      Required
    • Phone number
      Required
    • Provider name
      Required
    • Created at
    • Address
    • Postal code (ZIP)
    • Traffic source
    • Reside at
    Action
    Write

    For builders

    Let your AI safely access Softify

    Go beyond Zap workflows. Install Zapier in your AI to call Softify 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 Softify 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 New Lead

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose Softify 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 Softify 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: "softify", owner: "me" });
    
    await zapier.runAction({
      app: 'softify',
      action: 'add_lead',
      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.

    Softify Help & Support

    Common questions

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    About Softify
    Softify is a CRM specialized in the renewable energy sector.
    Related categories

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