Connect Xamtac CRM and CustomGPT.ai to power AI-driven automation

No-code AI automation
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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Xamtac CRM with CustomGPT.ai - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Update" from Xamtac CRM.

Add your action

An action happens after the trigger—such as "Create Conversation" in CustomGPT.ai.

You’re connected!

Zapier seamlessly connects Xamtac CRM and CustomGPT.ai, automating your workflow.

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.

- CRM List Id
  Required
Trigger
Instant
Try It
- CRM List Id
  Required
Trigger
Instant
Try It
- CRM List Id
  Required
- Lead Id
  Required
- Display Name
- First Name
- Last Name
- Company
- Email
- Main Phone
- Mobile Phone
- Work Phone
- Fax Number
- Address Line 1
- Address Line 2
- Postal Code
- City
- State
Action
Write
- Agent Name
  Required
Trigger
Instant
Try It
- Agent Name
  Required
- Conversation Name
Trigger
Instant
Try It

- Agent Name
  Required
Action
Write
- Agent Name
  Required
- Conversation Name
  Required
- Format
  Required
Action
Write

- Agent Name
  Required
- Conversation Name
  Required
- Language
  Required
- Message Text
  Required
- External ID
Action
Write
- Agent Name
  Required
- The chat bot avatar
- The background image for widget
- Default prompt
- Questions shown to guide the bot users
- Response source
- Chat bot message language
- Color of the chatbot in hex format
- Persona instructions
- Label for citations
- Label for sources
- Waiting answer message
- "Siesta" message
- Show animated loading indicator
- Show citations
- How citations are shown
- "No answer" message
- Ending message
- Remove branding
- Chat bot GPT model
- Allow conversation sharing
- Allow conversation export
- Allow agent to mention sources
Action
Write
- Agent Name
  Required
- Conversation Name
  Required
Action
Search
- Agent Name
  Required
Action
Search
- Agent Name
  Required
Action
Search or write

- CRM List Id
  Required
Trigger
Instant
Try It
- CRM List Id
  Required
- Display Name
  Required
- First Name
- Last Name
- Company
- Email
- Website
- Main Phone
- Mobile Phone
- Work Phone
- Fax Number
- Address Line 1
- Address Line 2
- Postal Code
- City
- State
Action
Write
- Agent Name
  Required
Trigger
Instant
Try It
- Agent Name
  Required
Trigger
Instant
Try It
- Agent Name
  Required
- Conversation Name
  Required
Action
Write
- Agent Name
  Required
Action
Write
- Agent Name
  Required
- Conversation Name
  Required
- Lead Export Mode
  Required
- Format
  Required
Action
Write
- Choose Name
  Required
- Agent Name
- Agent is shared
Action
Write
- Agent Name
  Required
- Data Retention
  Required
- Filename For Storing File
  Required
- File For Processing
  Required
Action
Write
- Agent Name
  Required
- Conversation Name
  Required
Action
Search
- Agent Name
  Required
- Conversation Name
  Required
Action
Search or write

For AI agents & developers

Use Xamtac CRM and CustomGPT.ai with AI agents and code

Beyond Zap workflows. Call Xamtac CRM and CustomGPT.ai actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Xamtac CRM and CustomGPT.ai actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create CRM Entry
Create Conversation

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Xamtac CRM and CustomGPT.ai actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* xamtac-crm / customgptai action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Xamtac CRM and CustomGPT.ai to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate CustomGPT.ai on the Zapier blog

Make work flow with AI

Level up your Xamtac CRM to CustomGPT.ai integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Xamtac CRM

Xamtac CRM is a powerful component of the Xamtac marketing ecosystem, designed to streamline customer relationship management for businesses.

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Related categories

CRM (Customer Relationship Management)

About CustomGPT.ai

CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed for beginners and developers alike.