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Connect SMBcrm to Zapier

Our Zapier app is private, so searching for it inside Zapier finds nothing until you have accepted the invite. The link below adds it to your account.

Invite required

Add the SMBcrm app to your Zapier account

One click adds SMBcrm to whichever Zapier account you're signed in to. You only ever need to do this once per Zapier account, and it doesn't give anyone access to your CRM data on its own.

Accept the Zapier invite

Opens zapier.com in a new tab. You need to be signed in to Zapier, and a free Zapier account is enough to accept.

Setup

Connecting your account

Five steps, start to finish. Nothing here needs a developer.

  1. Step 1: Accept the invite

    Sign in to Zapier first, then open the invite link. Zapier confirms that SMBcrm has been added to your account. If you manage more than one Zapier login, check which one you are signed in to before you click, because the invite applies only to that account.

  2. Step 2: Start a Zap and search for SMBcrm

    In Zapier, choose Create, then Zap. Search for SMBcrm in your trigger or action step. It shows up now that the invite is on your account. If it still doesn't, check the troubleshooting section below.

  3. Step 3: Connect your SMBcrm account

    Select Sign in. A branded SMBcrm window opens. Sign in with the same credentials you use at app.smbcrm.com, then pick the sub-account you want Zapier to work with. Each sub-account is its own connection, so run this step again for every one you need.

  4. Step 4: Choose your trigger or action

    Triggers start a Zap when something happens in SMBcrm, like a new contact or a submitted form. Actions let another app write into SMBcrm. The full list of what the app supports is shown inside Zapier once you're connected.

  5. Step 5: Test it, then turn it on

    Zapier pulls a recent record from your sub-account to test against, so it helps to have at least one contact or form submission there already. When the test passes, publish the Zap.

What you can build

Common ways people wire it up

Your exact triggers and actions are listed inside Zapier once the connection is live. These are the patterns that come up most often.

New contact to a spreadsheet

Send every new SMBcrm contact to a Google Sheet your team already works out of.

Form submission to team chat

Post new form submissions into a Slack or Microsoft Teams channel so nobody waits on an email.

Event registration into the CRM

Create the contact and start a follow-up workflow as soon as someone registers on an outside platform.

Paid invoice back to the contact record

Tag or update a contact in SMBcrm when an invoice is marked paid in your accounting tool.

Pipeline change to a project tool

Open an onboarding project in Asana, Trello, or ClickUp when an opportunity moves to won.

Spreadsheet rows into contacts

Create or update contacts from a list that somebody else on the team maintains.

Check the native integrations first

More than 40 apps connect to SMBcrm directly, without Zapier in the middle. Those sync two ways in real time and use none of your Zapier task quota, so they're the better choice wherever one exists. Browse native integrations.

Troubleshooting

Questions that come up

I accepted the invite, but SMBcrm still doesn't show up in Zapier
This is almost always a signed-in-to-the-wrong-account problem. The invite attaches to whichever Zapier account was signed in when the link opened. Sign out of Zapier, sign back in with the account you actually build Zaps in, then open the invite link again. If you accepted the invite in one tab while a Zap editor sat open in another, refresh the editor.

Why is SMBcrm not listed in the public Zapier app directory?
The app runs in private mode, so it doesn't surface in Zapier public search. That has no effect on what it can do. Anyone can install it using the invite link on this page.

Do my teammates need the invite too?
Zapier attaches the app to the account that accepts the invite, so anyone building Zaps under their own Zapier login needs the link as well. Share it freely. The link only makes the app visible in their Zapier account. Connecting to your CRM data still requires SMBcrm credentials.

Do I need a paid Zapier plan?
You need a Zapier account, and Zapier's own plan decides how many tasks you get and whether you can build multi-step Zaps. That billing sits between you and Zapier, separate from your SMBcrm subscription. Check Zapier's pricing page for current limits.

Which SMBcrm plans include the Zapier connection?
All of them. The Zapier connection is included on Startup, Professional, and Enterprise, alongside API access and webhooks.

Can I connect more than one sub-account?
Yes. Add a separate connection for each sub-account, then pick the right one as you build each Zap. Give the connections clear names in Zapier so you don't cross wires later.

Should I use Zapier when a native integration already exists?
Use the native one. Native integrations sync two ways in real time, consume no Zapier tasks, and hold up better at volume. Zapier is there for the apps we don't cover natively.

Still stuck?

Send us the Zap you're trying to build and what Zapier is telling you, and support will work through it with you.

Accept the Zapier invite Support Center Contact us

Building something custom instead? The SMBcrm Developer Center covers the REST API and webhooks.