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mySalesman Integrations

Sales & CRM

Put mySalesman to work with AI and enterprise-grade automation

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Integrate Trello with mySalesmanIntegrate Trello with mySalesman
Trello
Project Management
Integrate Trello with mySalesmanIntegrate Trello with mySalesman
Trello
Project Management
Integrate Trello with mySalesmanIntegrate Trello with mySalesman
Trello
Project Management

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Launch your first automated workflow

  • Add LeadConnector opportunities when new mySalesman budget quotes are created

    • mySalesman logo
    • LeadConnector logo
    mySalesman + LeadConnector
  • Send sms with SMS by Zapier when new budget quotes are created in mySalesman

    • mySalesman logo
    • SMS by Zapier logo
    mySalesman + SMS by Zapier
  • Add HubSpot Contacts & Deals when new mySalesman budget quotes are created

    • mySalesman logo
    • HubSpot logo
    mySalesman + HubSpot
  • Add Housecall Pro customers when new mySalesman budget quotes are created

    • mySalesman logo
    • Housecall Pro logo
    mySalesman + Housecall Pro
  • Create Builder Prime client records when new mySalesman budget quotes are created

    • mySalesman logo
    • Builder Prime logo
    mySalesman + Builder Prime
  • Create new Fence Cloud leads from newly created budget quotes in mySalesman

    • mySalesman logo
    • Fence Cloud logo
    mySalesman + Fence Cloud
  • Add LeadConnector opportunities when new mySalesman budget quotes are created

    • mySalesman logo
    • LeadConnector logo
    mySalesman + LeadConnector
  • Send sms with SMS by Zapier when new budget quotes are created in mySalesman

    • mySalesman logo
    • SMS by Zapier logo
    mySalesman + SMS by Zapier
  • Add HubSpot Contacts & Deals when new mySalesman budget quotes are created

    • mySalesman logo
    • HubSpot logo
    mySalesman + HubSpot
  • Add Housecall Pro customers when new mySalesman budget quotes are created

    • mySalesman logo
    • Housecall Pro logo
    mySalesman + Housecall Pro
  • Create Builder Prime client records when new mySalesman budget quotes are created

    • mySalesman logo
    • Builder Prime logo
    mySalesman + Builder Prime
  • Create new Fence Cloud leads from newly created budget quotes in mySalesman

    • mySalesman logo
    • Fence Cloud logo
    mySalesman + Fence Cloud
  • Create new Salesforce leads from newly created mySalesman budget quotes

    Premium
    Details
    • mySalesman logo
    • Salesforce logo
    mySalesman + Salesforce
  • Create new Trello cards for every new budget quote created in mySalesman

    • mySalesman logo
    • Trello logo
    mySalesman + Trello
    • Create new Salesforce leads from newly created mySalesman budget quotes

      Premium
      Details
      • mySalesman logo
      • Salesforce logo
      mySalesman + Salesforce
    • Create new Trello cards for every new budget quote created in mySalesman

      • mySalesman logo
      • Trello logo
      mySalesman + Trello

    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.

      • Start Date
        Required
      Trigger
      Polling
      Try It

      For builders

      Let your AI safely access mySalesman

      Go beyond Zap workflows. Install Zapier in your AI to call mySalesman 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 mySalesman from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose mySalesman 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 mySalesman 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: "mysalesman", owner: "me" });
      
      await zapier.runAction({
        app: 'mysalesman',
        action: '{actionName}',
        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.

      mySalesman Help & Support

      Common questions

      mysalesman logo
      About mySalesman
      mySalesman is a lead qualification tool for residential construction contractors.
      Related categories

      Popular mySalesman Integrations

      • Filter by Zapier
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      Popular mySalesman Integrations