Connect Business App and CRM Messaging to power AI-driven automation
- 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
How Zapier works
Zapier makes it easy to integrate Business App with CRM Messaging - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Setup Business App as Trigger" from Business App.
Add your action
An action happens after the trigger—such as "Send SMS" in CRM Messaging.
You’re connected!
Zapier seamlessly connects Business App and CRM Messaging, 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.
- Note for Business App as Trigger
Try ItTriggerPolling- Automation IDRequired
ActionWrite- Create or update note
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Job Title
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Company
- Company ID for Association (Optional)
- Return note
- Return Fields
ActionWrite- (Global) New Incoming Message
Triggers when a new message is received
Try ItTriggerPolling
- Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
ActionWrite- Create or update note
- External ID
- Platform account group ID
- Company name
- Street address line 1
- Street address line 2
- City/locality
- State/province/region
- Country
- Zip/postal code
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Contact IDs for Association (Optional)
- Return note
- Return Fields
ActionWrite- New Incoming Message
Triggers when a new message is received
Try ItTriggerPolling - To Phone numberRequired
- Message BodyRequired
- Media Link
ActionWrite
For AI agents & developers
Use Business App and CRM Messaging with AI agents and code
Beyond Zap workflows. Call Business App and CRM Messaging actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
Connect via Zapier MCP
Expose Business App and CRM Messaging actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Call from code with the Zapier SDK
Trigger Business App and CRM Messaging 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({ /* business-app / crm-messaging action */ });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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Customers who say using Zapier has made them better at their job
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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 Business App and CRM Messaging 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Make work flow with AI
