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CRM.io Integrations

CRM (Customer Relationship Management)

Put CRM.io to work with AI and enterprise-grade automation

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Drip Emails

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Launch your first automated workflow

  • Create new contacts in CRM.io from new Agile CRM contacts

    • Agile CRM logo
    • CRM.io logo
    Agile CRM + CRM.io
  • Create spreadsheet rows in Google Sheets for new contacts in CRM.io

    • CRM.io logo
    • Google Sheets logo
    CRM.io + Google Sheets
  • Create new contacts in CRM.io from new Agile CRM contacts

    • Agile CRM logo
    • CRM.io logo
    Agile CRM + CRM.io
  • Create spreadsheet rows in Google Sheets for new contacts in CRM.io

    • CRM.io logo
    • Google Sheets logo
    CRM.io + Google Sheets
    • 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.io triggers, actions, and search
        New Contact

        Triggers when there's a new contact.

        Trigger
        Polling
        Try It
        • Email
          Required
        Action
        Search
        • First Name
          Required
        • Last Name
          Required
        • Email
        • Phone
        Action
        Write

      For builders

      Let your AI safely access CRM.io

      Go beyond Zap workflows. Install Zapier in your AI to call CRM.io 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 CRM.io 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
      • Find Contact

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose CRM.io 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 CRM.io connection @ https://zapier.com/fr/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "crmio", owner: "me" });
      
      await zapier.runAction({
        app: 'crmio',
        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.

      CRM.io Help & Support

      Common questions

      crmio logo
      About CRM.io
      CRM.io is an AI CRM platform to manage leads, automate sales, track interactions, and easily add, update, or delete contacts, deals, tasks, and more.
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