How to Connect Your CRM to Zapier
Connect Salesforce, HubSpot, or Pipedrive to Zapier. Automate lead creation, deal updates, and contact syncing across your entire tech stack.
Step-by-step
How to Connect Your CRM to Zapier
Find your CRM in Zapier
Go to 'My Apps' and search for your CRM (Salesforce, HubSpot, Pipedrive, Zoho, etc.). Click 'Connect' and authenticate with your CRM credentials. For Salesforce, you'll need admin access; for HubSpot, a Super Admin or Marketing access.
Set up a lead creation Zap
The most common CRM automation: create a new Zap with your lead source as the trigger (web form, ad platform, chatbot). Set the action to 'Create Contact' or 'Create Lead' in your CRM. Map name, email, company, source, and custom fields.
Configure deal and pipeline automations
Create Zaps that trigger when deals change stages. For example: when a deal moves to 'Proposal' in HubSpot, generate a proposal in PandaDoc and notify the sales manager in Slack. Use the 'Updated Deal' trigger and filter by pipeline stage.
Enable bidirectional sync
For full CRM sync, create Zaps in both directions. Zap 1: new CRM contact then add to Mailchimp. Zap 2: new Mailchimp subscriber then create CRM contact. Add a Search step first to prevent duplicates. Use the 'Update' action if the record exists.
Tips
Pro tips
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Always add a Search step before creating CRM records to prevent duplicates — search by email before creating a new contact
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Map the lead source field in your CRM so you can track which channel each contact came from
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Use Zapier's built-in CRM templates as starting points — they handle common field mappings automatically
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Test with a real (but safe) contact record to make sure custom fields, picklists, and required fields are mapped correctly
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