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Sure Send Integrations

CRM (Customer Relationship Management)

Put Sure Send to work with AI and enterprise-grade automation

Automate smarter with Sure Send and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Or pick an app to pair with
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Integrate Tally with Sure SendIntegrate Tally with Sure Send
Tally
Forms & Surveys
Integrate Calendly with Sure SendIntegrate Calendly with Sure Send
Calendly
Scheduling & Booking
Integrate Facebook Lead Ads with Sure SendIntegrate Facebook Lead Ads with Sure Send
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Luxury Presence with Sure SendIntegrate Luxury Presence with Sure Send
Luxury Presence
CRM (Customer Relationship Management)
Integrate Homebot with Sure SendIntegrate Homebot with Sure Send
Homebot
Marketing
Integrate Fello with Sure SendIntegrate Fello with Sure Send
Fello
Marketing Automation
Integrate RealScout with Sure SendIntegrate RealScout with Sure Send
RealScout
CRM (Customer Relationship Management)
Integrate Microsoft Outlook with Sure SendIntegrate Microsoft Outlook with Sure Send
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Revaluate with Sure SendIntegrate Revaluate with Sure Send
Revaluate
CRM (Customer Relationship Management)
Integrate Tally with Sure SendIntegrate Tally with Sure Send
Tally
Forms & Surveys
Integrate Calendly with Sure SendIntegrate Calendly with Sure Send
Calendly
Scheduling & Booking
Integrate Facebook Lead Ads with Sure SendIntegrate Facebook Lead Ads with Sure Send
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Luxury Presence with Sure SendIntegrate Luxury Presence with Sure Send
Luxury Presence
CRM (Customer Relationship Management)
Integrate Homebot with Sure SendIntegrate Homebot with Sure Send
Homebot
Marketing
Integrate Fello with Sure SendIntegrate Fello with Sure Send
Fello
Marketing Automation
Integrate Tally with Sure SendIntegrate Tally with Sure Send
Tally
Forms & Surveys
Integrate Calendly with Sure SendIntegrate Calendly with Sure Send
Calendly
Scheduling & Booking
Integrate Facebook Lead Ads with Sure SendIntegrate Facebook Lead Ads with Sure Send
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Luxury Presence with Sure SendIntegrate Luxury Presence with Sure Send
Luxury Presence
CRM (Customer Relationship Management)
Integrate Homebot with Sure SendIntegrate Homebot with Sure Send
Homebot
Marketing
Integrate Fello with Sure SendIntegrate Fello with Sure Send
Fello
Marketing Automation
Integrate RealScout with Sure SendIntegrate RealScout with Sure Send
RealScout
CRM (Customer Relationship Management)
Integrate Microsoft Outlook with Sure SendIntegrate Microsoft Outlook with Sure Send
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Revaluate with Sure SendIntegrate Revaluate with Sure Send
Revaluate
CRM (Customer Relationship Management)

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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.

  • Sure Send triggers, actions, and search
    New Appointment

    Triggers when a new appointment is created in the system.

    Trigger
    Instant
    Try It
  • Sure Send triggers, actions, and search
    New Company

    Triggers when a new company is created in the system.

    Trigger
    Instant
    Try It
    • Assignee
    • Pond
    • Group
    Trigger
    Instant
    Try It
  • Sure Send triggers, actions, and search
    New Person

    Triggers when a new person is created in the system.

    Trigger
    Instant
    Try It
  • Sure Send triggers, actions, and search
    New Call

    Triggers when a new call is logged in the system.

    Trigger
    Instant
    Try It
  • Sure Send triggers, actions, and search
    New Email

    Triggers when a new email is received or sent in the system.

    Trigger
    Instant
    Try It
  • Sure Send triggers, actions, and search
    New Note

    Triggers when a new note is created in the system.

    Trigger
    Instant
    Try It
  • Sure Send triggers, actions, and search
    New Task

    Triggers when a new task is created in the system.

    Trigger
    Instant
    Try It

For builders

Let your AI safely access Sure Send

Go beyond Zap workflows. Install Zapier in your AI to call Sure Send 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 Sure Send 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 Tags to Person
  • Create Appointment

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Sure Send 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 Sure Send connection @ https://zapier.com/es/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "sure-send", owner: "me" });

await zapier.runAction({
  app: 'sure-send',
  action: 'addTagsToPerson',
  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.

Sure Send Help & Support

Common questions

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About Sure Send
Sure Send is a customer relationship management platform that helps businesses manage contacts, track deals, and automate workflows.
Related categories

Popular Sure Send Integrations

  • Tally
  • Calendly
  • Facebook Lead Ads
  • Luxury Presence
  • Homebot