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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.

Start free with email
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 Gmail with UmbrellaIntegrate Gmail with Umbrella
Gmail
Email, Google
Integrate Telegram with UmbrellaIntegrate Telegram with Umbrella
Telegram
Phone & SMS, Team Chat
Integrate Discord with UmbrellaIntegrate Discord with Umbrella
Discord
Team Chat
Integrate Synthflow AI with UmbrellaIntegrate Synthflow AI with Umbrella
Synthflow AI
AI Assistants
Integrate Gmail with UmbrellaIntegrate Gmail with Umbrella
Gmail
Email, Google
Integrate Telegram with UmbrellaIntegrate Telegram with Umbrella
Telegram
Phone & SMS, Team Chat
Integrate Discord with UmbrellaIntegrate Discord with Umbrella
Discord
Team Chat
Integrate Synthflow AI with UmbrellaIntegrate Synthflow AI with Umbrella
Synthflow AI
AI Assistants
Integrate Gmail with UmbrellaIntegrate Gmail with Umbrella
Gmail
Email, Google
Integrate Telegram with UmbrellaIntegrate Telegram with Umbrella
Telegram
Phone & SMS, Team Chat
Integrate Discord with UmbrellaIntegrate Discord with Umbrella
Discord
Team Chat
Integrate Synthflow AI with UmbrellaIntegrate Synthflow AI with Umbrella
Synthflow AI
AI Assistants

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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