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Umbrella Integrations

CRM (Customer Relationship Management)

Put Umbrella to work with AI and enterprise-grade automation

Automate smarter with Umbrella 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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  • 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 HubSpot with UmbrellaIntegrate HubSpot with Umbrella
HubSpot
Marketing Automation
Integrate LeadConnector with UmbrellaIntegrate LeadConnector with Umbrella
LeadConnector
Marketing Automation
Integrate Close with UmbrellaIntegrate Close with Umbrella
Close
CRM (Customer Relationship Management)
Integrate HL Pro Tools with UmbrellaIntegrate HL Pro Tools with Umbrella
HL Pro Tools
Marketing Automation
Integrate Hot Prospector with UmbrellaIntegrate Hot Prospector with Umbrella
Hot Prospector
CRM (Customer Relationship Management)
Integrate Gmail with UmbrellaIntegrate Gmail with Umbrella
Gmail
Email, Google
Integrate Writesonic with UmbrellaIntegrate Writesonic with Umbrella
Writesonic
AI Content Generation
Integrate Google Sheets with UmbrellaIntegrate Google Sheets with Umbrella
Google Sheets
Google, Spreadsheets
Integrate Slack with UmbrellaIntegrate Slack with Umbrella
Slack
Team Chat
Integrate HubSpot with UmbrellaIntegrate HubSpot with Umbrella
HubSpot
Marketing Automation
Integrate LeadConnector with UmbrellaIntegrate LeadConnector with Umbrella
LeadConnector
Marketing Automation
Integrate Close with UmbrellaIntegrate Close with Umbrella
Close
CRM (Customer Relationship Management)
Integrate HL Pro Tools with UmbrellaIntegrate HL Pro Tools with Umbrella
HL Pro Tools
Marketing Automation
Integrate Hot Prospector with UmbrellaIntegrate Hot Prospector with Umbrella
Hot Prospector
CRM (Customer Relationship Management)
Integrate Gmail with UmbrellaIntegrate Gmail with Umbrella
Gmail
Email, Google
Integrate HubSpot with UmbrellaIntegrate HubSpot with Umbrella
HubSpot
Marketing Automation
Integrate LeadConnector with UmbrellaIntegrate LeadConnector with Umbrella
LeadConnector
Marketing Automation
Integrate Close with UmbrellaIntegrate Close with Umbrella
Close
CRM (Customer Relationship Management)
Integrate HL Pro Tools with UmbrellaIntegrate HL Pro Tools with Umbrella
HL Pro Tools
Marketing Automation
Integrate Hot Prospector with UmbrellaIntegrate Hot Prospector with Umbrella
Hot Prospector
CRM (Customer Relationship Management)
Integrate Gmail with UmbrellaIntegrate Gmail with Umbrella
Gmail
Email, Google
Integrate Writesonic with UmbrellaIntegrate Writesonic with Umbrella
Writesonic
AI Content Generation
Integrate Google Sheets with UmbrellaIntegrate Google Sheets with Umbrella
Google Sheets
Google, Spreadsheets
Integrate Slack with UmbrellaIntegrate Slack with Umbrella
Slack
Team Chat

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Launch your first automated workflow

  • Create new HubSpot contacts from new Umbrella contacts

    • Umbrella logo
    • HubSpot logo
    Umbrella + HubSpot
  • Send new Umbrella contacts as lead events in facebook conversions for business admins

    • Umbrella logo
    • Facebook Conversions (for Business admins) logo
    Umbrella + Facebook Conversions (for Business admins)
  • Manage new Umbrella contacts by adding or updating them in LeadConnector

    • Umbrella logo
    • LeadConnector logo
    Umbrella + LeadConnector
  • Create new Umbrella contacts for every new contact in HubSpot

    • HubSpot logo
    • Umbrella logo
    HubSpot + Umbrella
  • Respond to new Umbrella contacts with emails in Gmail

    • Umbrella logo
    • Gmail logo
    Umbrella + Gmail
  • Send messages in Anthropic (Claude) for new contacts in Umbrella

    • Umbrella logo
    • Anthropic (Claude) logo
    Umbrella + Anthropic (Claude)
  • Create new HubSpot contacts from new Umbrella contacts

    • Umbrella logo
    • HubSpot logo
    Umbrella + HubSpot
  • Send new Umbrella contacts as lead events in facebook conversions for business admins

    • Umbrella logo
    • Facebook Conversions (for Business admins) logo
    Umbrella + Facebook Conversions (for Business admins)
  • Manage new Umbrella contacts by adding or updating them in LeadConnector

    • Umbrella logo
    • LeadConnector logo
    Umbrella + LeadConnector
  • Create new Umbrella contacts for every new contact in HubSpot

    • HubSpot logo
    • Umbrella logo
    HubSpot + Umbrella
  • Respond to new Umbrella contacts with emails in Gmail

    • Umbrella logo
    • Gmail logo
    Umbrella + Gmail
  • Send messages in Anthropic (Claude) for new contacts in Umbrella

    • Umbrella logo
    • Anthropic (Claude) logo
    Umbrella + Anthropic (Claude)
    • 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.

      • Umbrella triggers, actions, and search
        New Contact

        Triggers when a new contact is created in Umbrella.

        Trigger
        Polling
        Try It
        • First name
        • Last name
        • Email
        • Phone
        • Status
        • Address 1
        • Address 2
        • City
        • Postal code
        • Region
        • Country
        • Tags
        Action
        Write
        • Contact Id
        • First name
        • Last name
        • Email
        • Phone
        Action
        Search

      For builders

      Let your AI safely access Umbrella

      Go beyond Zap workflows. Install Zapier in your AI to call Umbrella 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 Umbrella 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

      • Create Contact
      • Update Contact

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Umbrella 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 Umbrella 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: "umbrella", owner: "me" });
      
      await zapier.runAction({
        app: 'umbrella',
        action: 'create_contact',
        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.

      Umbrella Help & Support

      Common questions

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      About Umbrella
      Umbrella gives you the tools, training and support, to build and grow a digital marketing agency in partnership with known tech-brands.
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      Popular Umbrella Integrations

      • Schedule by Zapier
      • HubSpot
      • LeadConnector
      • Close
      • HL Pro Tools