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Zapier makes it easy to integrate Contacts+ with Elevated CRM - no code necessary. See how you can get setup in minutes.
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Contacts+
Contacts+
1. Choose trigger event
Elevated CRM
Elevated CRM
2. Choose action
1. Select the event
Setup
Test
Contacts+
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Business Card Transcribed" from Contacts+.
Add your action
An action happens after the trigger—such as "Create or Update Contact by Email" in Elevated CRM.
You’re connected!
Zapier seamlessly connects Contacts+ and Elevated CRM, 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.
Create a new record or update an existing record in your app.
Phone To Search By
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id To Search By
Required
Photo Url
Contact Group Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
Job Title
Department
Company
Industry
Contact Type
Salutation
Note
Lead Source
Lead Referral
Lead Type
Lead Priority
Lead Status
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Personal
Work
Other
Home
Work
Mobile
Other
Birthday
Anniversary
Purchase Anniversary
Sold Date
Other
Skype
Live
iCloud
Other
Spouse
Partner
Other
Parent
Son
Daughter
Brother
Sister
Sibling
Buyer Agent
Listing Agent
Escrow Office
Appraiser
Inspector
Facebook
Twitter
Instagram
Linked In
You Tube
Zillow
Houzz
Other
Personal
Work
Other
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Phone To Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Contacts+ and Elevated CRM with AI agents and code
Beyond Zap workflows. Call Contacts+ and Elevated CRM 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 Contacts+ and Elevated CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Note to Contact
Create or Update Contact by Email
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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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Connect Contacts+ and Elevated CRM 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.
Make work flow with AI
Level up your Contacts+ to Elevated CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.