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Accountable CRM Zapier integrationAutomate Accountable CRM with Zapier.

The Accountable CRM Zapier integration gives you 6 triggers, 7 actions and 1 search. Every trigger is instant, the app is not premium, and it runs on the free plan. Here is what each step does, what it costs and where it trips.

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Overview

What the Accountable CRM Zapier integration actually does

It links Accountable CRM (Zapier also calls it the 90-Day Sales platform) to the other tools you use, without code. A Zap, the automation you build on Zapier, listens for something in one app and then writes something in another. Here, the CRM can be the place where the Zap starts, the place it writes to, or both.

Three results people usually build first. A handover list that fills itself: a deal logged with New Sale becomes a to-do through Create Task, so onboarding starts the day the contract lands. A CRM that keeps up with your forms: a sign-up in a web form runs Create or Update Contact, and nobody types the same lead twice. Call notes that stay visible: each New Note can post a line into the team chat, so the sales manager reads it without opening the CRM.

Now the part the app page does not spell out. Zapier cannot edit or delete a sale, a task, a note or a follow-up in Accountable CRM: the actions only create, and contacts are the one record they can update. There is a single search, on contacts, so you cannot look up an existing deal or task by name from a Zap. And no trigger fires when a sale or a task changes, only when one is created. If your process lives on status changes, check that first.

The good news is speed. All six triggers are instant, which matters more than anything on a free plan, because the free-plan delay simply never applies to them. If you are still weighing tools, the Make vs Zapier comparison sets out the criteria, and the Zapier review covers the platform itself.

Vocabulary

Zapier vocabulary in one minute

Eight words come back on every line of this page. Here they are in plain English, once.

Zap
The automation you build on Zapier: one starting event, then one or more steps that run every time that event happens.
Trigger
The event that starts the Zap, such as a new sale in Accountable CRM. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after it starts: the step that writes, sends or moves something for you in an app.
Task
What Zapier bills: one action your Zap completes successfully. The number on your plan is a count of those.
Polling vs instant
A polling trigger is checked on a timer. An instant trigger is reported by the app the moment it happens. Every trigger here is instant.
Filter
A step that lets the Zap continue only when the incoming item meets your condition, and stops it otherwise.
Search step
A step that looks up something that already exists in an app, so the steps after it can use what was found.
Connection
Your Accountable CRM account linked to Zapier once, then reused by every step that talks to the app.
Cost

What it really costs in tasks

Watching Accountable CRM is free. Only finished actions count.

  • Free plan100 tasks a month, unlimited Zaps
  • Steps on the free planOne trigger and one action
  • Premium appNo, available on the free plan
  • Instant triggers6 out of 6, no waiting

The trigger never costs a task, and neither does checking for new data. Each action that succeeds counts once, so a Zap with three actions uses three times what a one-action Zap uses. An action that fails is not billed. The free plan gives 100 tasks a month and unlimited Zaps, but only two steps per Zap: add a filter, a search or a second action and you need a paid plan. Since Accountable CRM is not a premium app, the free plan is enough to start.

Connect

Connect Accountable CRM to Zapier in three steps

  1. 01

    Open your connections

    In your Zapier account, go to the Apps page and click + Add connection. You need an existing Accountable CRM account, plus access to any record you want the Zap to touch.

  2. 02

    Pick Accountable CRM

    Type Accountable CRM in the search box of the dialog, select it, then click Add connection. A new browser tab opens on the CRM side, ready for your login.

  3. 03

    Sign in and allow access

    Log in to Accountable CRM in that tab and grant Zapier access to the account. The connection now shows on the Apps page, and every later Zap reuses it.

First Zap

Your first Zap: a closed sale becomes an onboarding task

GoalEach time a rep logs a sale in Accountable CRM, a task appears so nobody forgets the kickoff.

  1. 01

    Create the Zap

    From the Zapier editor, start a brand new Zap. It has two steps only, so this one stays on the free plan with room to spare.

  2. 02

    Set the trigger

    Choose Accountable CRM as the starting app and New Sale as the event, then select your connection. Being instant, it reacts as soon as the deal is saved.

  3. 03

    Test with a real deal

    Run the trigger test. Zapier brings back the three most recent sales of the account, so you can pick a real one to map from.

  4. 04

    Add the task

    Add Accountable CRM again as the action, event Create Task. Map the values of the sale into the task so the owner knows which deal it concerns.

  5. 05

    Test, then publish

    Test the action once and check the new task in the CRM. Then click Publish: from now on, each new sale counts as one task.

Triggers

Accountable CRM triggers

6 events start a Zap when something happens in Accountable CRM, and 6 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New Activity

Instant trigger

In Zapier“Triggers when a new activity is created in the 90-Day Sales platform.”

Starts your Zap whenever someone logs an activity on a contact in Accountable CRM, so the rest of your tools learn about calls and meetings without anyone copying them over.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a sales lead wants a running log of every meeting booked by the team in a shared spreadsheet.
Watch out
it only catches activities created after the Zap is published, never the ones already in the account.
2

New or Updated Contact

Instant trigger

In Zapier“Triggers when a contact is created or updated in the 90-Day Sales platform.”

Fires on two moments in a contact's life: when the record is created, and each time it is edited afterwards. That makes it the one trigger on this app that follows changes, not only births.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
keeping a mailing list aligned with the CRM when a rep corrects a phone number or a company name.
Watch out
if the same Zap writes back to that contact with Create or Update Contact, it sets itself off again in a loop.
3

New Follow-Up

Instant trigger

In Zapier“Triggers when a follow-up is created in the 90-Day Sales platform.”

Reacts the instant a follow-up is scheduled in Accountable CRM. The reminder stops living only inside the CRM and can reach the calendar or the inbox your reps actually look at.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
an account executive who plans the day from a calendar wants each follow-up dropped there as an event.
Watch out
rescheduling an existing follow-up is not a creation, so this trigger stays silent on it.
4

New Note

Instant trigger

In Zapier“Triggers when a note is created in the 90-Day Sales platform.”

Hands each fresh note to the next step of your Zap, the moment it is written. Handy when the notes carry context that other people need, such as objections heard on a call.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a customer success manager wants the sales notes posted into a team channel before the handover meeting.
Watch out
a Zap that starts on New Note and ends on Create Note feeds itself and burns tasks fast.
5

New Sale

Instant trigger

In Zapier“Triggers when a sale is created in the 90-Day Sales platform.”

Goes off as soon as a sale is recorded. For most teams this is the trigger worth the most, because a closed deal is where the work of three other departments begins.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
warning the billing person that a new client needs an invoice, the same minute the rep logs the deal.
Watch out
it covers new sales only; a sale edited later will not restart the Zap.
6

New Task

Instant trigger

In Zapier“Triggers when a task is created in the 90-Day Sales platform.”

Picks up every task added in Accountable CRM, whether a person created it or another Zap did. From there you can mirror it into the project tool your operations team prefers.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a sales ops manager who tracks deadlines in a project board and wants the CRM tasks to land there too.
Watch out
tasks created by your own Zaps also fire it, which can chain several Zaps together without you noticing.
Actions

Accountable CRM actions

Accountable CRM gives you 7 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Activity

Action

In Zapier“Creates a new activity in the 90-Day Sales platform.”

Logs an activity in the CRM from something that happened elsewhere, such as a booked demo or a signed form.

When to use it
a meeting booked through a scheduling tool should appear on the contact's timeline.
Watch out
Activity Type is required, so decide which type each Zap writes before you test.
2

Create or Update Contact

Action

In Zapier“Creates or updates a contact in the 90-Day Sales platform.”

Adds the person if they are new, or refreshes the existing record if they are already there. The only action on this app that can change a record rather than just add one.

When to use it
feeding website leads into the CRM without creating duplicates when someone signs up twice.
3

Create Email

Action

In Zapier“Creates a new email in the 90-Day Sales platform.”

Records an email in Accountable CRM against a contact, so the exchange shows up next to the rest of the history.

When to use it
keeping replies from a shared support inbox visible to the sales rep who owns the account.
Watch out
Contact is required; the person has to exist first.
4

Create Follow-Up

Action

In Zapier“Creates a new follow-up in the 90-Day Sales platform.”

Schedules a follow-up on a contact from another tool, so the next touch is planned the moment something happens outside the CRM.

When to use it
a prospect downloads a price sheet and a rep should call back.
Watch out
without a Contact value the step cannot run.
5

Create Note

Action

In Zapier“Creates a new note in the 90-Day Sales platform.”

Writes a note on a contact, ideal for pasting context collected by a form, a survey or a chat transcript.

When to use it
survey answers should sit on the customer's record before the renewal call.
Watch out
it needs a Contact, and pairing it with the New Note trigger creates a loop.
6

Create Sale

Action

In Zapier“Creates a new sale in the 90-Day Sales platform.”

Records a sale in Accountable CRM from a payment or an order taken in another system, which keeps revenue in the CRM honest.

When to use it
online checkouts that never went through a rep should still count in the pipeline.
7

Create Task

Action

In Zapier“Creates a new task in the 90-Day Sales platform.”

Adds a to-do in the CRM so someone on the team has a clear next move, triggered by an event anywhere in your tools.

When to use it
a support ticket marked urgent should give the account owner a task to check in.
Searches

The Accountable CRM search

1 search step looks for data that already exists in Accountable CRM, so a later step can use it.

Searches sit at the bottom of the action list in the editor, under SEARCH. Using one turns the Zap into a multi-step Zap, which means a paid plan. Three settings decide what happens when the search does not find exactly one match.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, an empty search stops the Zap there and the steps that relied on it are skipped. Switched on, the Zap goes on without a result.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create: instead of stopping, the step asks for the fields needed to create the missing contact.
  3. If multiple search results are found?
    Three ways out when several contacts match: keep the first one (the default), stop the Zap, or pass all of them on.
When it breaks

When the Accountable CRM Zap breaks

Zapier lists no help article and no rate limit for this app. What breaks here is general Zapier behaviour, which a CRM with six creation triggers makes easy to hit.

Four cases cover almost every surprise. Read them before you publish, then keep the Zapier troubleshooting guide nearby for the day a run turns red.

  • Old records are never picked up

    A Zap only reacts to what happens after you switch it on. The contacts and deals already in Accountable CRM stay where they are; moving that backlog is a separate job.

  • A Zap that keeps setting itself off

    Writing into the place your trigger watches restarts the Zap every time. New Note plus Create Note, or New Task plus Create Task, will eat your task count quickly.

  • A bulk import held back

    Importing a big contact list fires a huge batch at once. Zapier's flood protection can hold that batch back instead of running every item.

  • Free plan refuses the third step

    Adding a filter, the search or a second action makes the Zap multi-step. On the free plan you cannot publish it until you move to a paid plan.
Need help

Need help automating Accountable CRM with Zapier?

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FAQ

Accountable CRM Zapier integration: frequent questions

01Is the Accountable CRM Zapier integration free?
Yes, you can use it on the free plan. Accountable CRM is not a premium app, so Zapier does not reserve it for paid plans. The free plan gives you 100 tasks a month and as many Zaps as you like, with one limit that matters: each Zap can hold only one trigger and one action. As soon as you add a filter, the Find or Create Contact search or a second action, the Zap becomes multi-step and needs a paid plan. A simple sale-to-task Zap stays free.
02How many tasks does an Accountable CRM Zap use?
One per successful action, every time the Zap runs. The trigger itself costs nothing, and Zapier watching for new sales, notes or contacts is free too. If a Zap creates a task and a note on each new sale, that is two tasks per sale. A run where the action fails is not billed. With 100 tasks a month on the free plan, a one-action Zap covers about 100 new events before you hit the ceiling, so count your monthly deals before you build.
03Is Accountable CRM in real time on Zapier?
Yes for all six triggers. Each one is instant: Accountable CRM tells Zapier the moment the activity, contact, follow-up, note, sale or task is created, and the Zap starts right away. The free-plan check every 15 minutes applies only to polling triggers, and this app has none. That is the main reason the app works well on a free account. In the editor, a Zap built on an instant trigger shows a lightning bolt, which is a quick way to confirm it.
04What does it take to connect Accountable CRM to Zapier?
An Accountable CRM account you can sign in to, and access to the records the Zap will touch. The connection is made from the Apps page of Zapier: click + Add connection, search for Accountable CRM, then sign in in the tab that opens and grant access. Once linked, the connection is reused by every Zap and every step that uses the app, so you only do it once per account.
05Why does Create Note fail without a contact?
Because Contact is a required field on Create Note, and also on Create Email and Create Follow-Up. The action has to know which person the note belongs to. If your Zap starts from another tool, such as a form, the person may not exist in the CRM yet. Put Find or Create Contact before the note: it finds the contact by email address or creates it, then passes it on. That makes the Zap multi-step, so it needs a paid plan.
06What if the operation needed is not in the list?
Then Zapier cannot do it with this app today. The list is fixed by the app's own integration: 6 triggers, 7 actions and 1 search, all about creating records, plus updating contacts. There is no way to edit a sale, close a task or delete a note from a Zap, and no trigger on a sale or task being updated. In that case, the honest options are to rethink the process around creation events, or to check whether another automation platform offers what is missing.
07Zapier, Make or n8n for Accountable CRM?
It depends on three criteria rather than on a winner. First, coverage: on Zapier the app offers 14 visible operations, so check what each other catalogue lists for it. Second, cost model: Zapier bills each successful action as a task, which is easy to predict on low volume. Third, hosting and control: some teams want to run automation on their own servers, which is a different need. Compare the platforms on those points before choosing.
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