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Map My Customers Zapier integrationAutomate Map My Customers with Zapier.

The Map My Customers Zapier integration gives you 5 triggers, 7 actions and 5 searches. Pick up new companies, people, deals, activities and users, then create or update records, attach notes and files, and sort records into groups from your other apps.

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Overview

What Map My Customers and Zapier do together

Map My Customers is a sales CRM designed to be used from a phone, by reps who spend their day on the road. Zapier links it to the rest of your apps. The integration sends new CRM records out to other tools, and lets those tools create or update companies, people, deals and activities inside Map My Customers.

A CRM that other apps keep current. Create or Update Company, Create or Update Person and Create or Update Deal work from a Unique ID: an existing record is updated, a new one is created otherwise. One action covers both cases.

A log of completed field work. New Activity can be limited to completed or public activities, so only finished work reaches a spreadsheet or a report.

Records sorted without clicks. Add Record to Group places a company, a person or a deal in a group, and Add File or Create Note attaches the context that came from elsewhere.

What Zapier does not do here: all five triggers are polling, so a new record reaches Zapier on the next check, never the instant it is saved. No trigger reacts to a record that changes, only to new ones. Nothing deletes a record, and users can be looked up but not written. Before you pick a tool, see our Zapier review; to weigh other options, open our Make vs Zapier comparison.

Vocabulary

Zapier vocabulary in one minute

Eight words come back all over this page. Here they are, in plain English.

Zap
The automation you build in Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier waits for that event and nothing else.
Action
What the Zap does after it starts: the step that writes, sends or changes something in an app for you.
Task
The unit Zapier bills. One task is one action your Zap completed successfully, and your plan counts those.
Polling vs instant
Zapier checks a polling trigger on a timer set by your plan. An instant trigger is reported by the app the moment it happens.
Filter
A step that lets the Zap go on only when the data that arrived 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 it found.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action, a filter or a search makes one, and it needs a paid plan.
Cost

What a Map My Customers Zap really costs

Zapier bills completed actions, never triggers. Checking Map My Customers for new records costs nothing, however often Zapier looks.

  • Free plan100 tasks a month, two-step Zaps
  • BilledEach action that succeeds
  • Never billedChecks for new records, failed actions
  • Premium appNo, works on the free plan

Each action that works counts as one task, and each counts on its own: finding a company and then adding a note to it uses one task for the note, and the search sits in the Zap as an extra step. A failed action is not billed. Map My Customers is not a premium app, so the free plan accepts it, with 100 tasks a month and unlimited two-step Zaps. A filter, a second action or any of the five searches makes the Zap multi-step, which needs a paid plan.

The grid below applies to all five Map My Customers triggers, which are polling: how soon a new record reaches Zapier depends on your plan.

Connect

Connect your Map My Customers account to Zapier

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You need a Map My Customers account, plus access to any record you do not own yourself and want the Zap to touch.

  2. 02

    Pick Map My Customers

    Search for Map My Customers in the dialog, select it, then click Add connection. A new tab opens on the Map My Customers side so you can sign in with the account your Zaps will use.

  3. 03

    Grant access

    Sign in to Map My Customers in that tab and grant Zapier access to the account. Every Map My Customers step of every Zap then reuses that connection, so you only do this once.

First Zap

Your first Zap: log completed activities in a spreadsheet

GoalEach completed activity in Map My Customers that passes a filter becomes a row in your spreadsheet, so the team sees finished field work in one place.

  1. 01

    Create the Zap and set the trigger

    Start a new Zap, pick Map My Customers and New Activity. Turn on the Completed? option so only completed activities start the Zap, and Public? if private ones should stay out.

  2. 02

    Test the trigger

    Run the test: Zapier brings back the three most recent activities of the account, so you map from a real one. Read which details came back before going on.

  3. 03

    Add the filter

    From the + in the editor, add Filter and fill its three boxes: the field, the rule, the value. Use a field the test really returned, and a text rule only on text.

  4. 04

    Write the row

    Add your spreadsheet as the action and map each activity detail into its column. With the filter, this is a multi-step Zap, so it needs a paid plan.

  5. 05

    Test, then publish

    Run each step once and check the row. Then click Publish. Activities completed before that moment are not picked up: the Zap only handles new ones.

Triggers

Map My Customers triggers in Zapier

5 events start a Zap when something happens in Map My Customers. Zapier checks for them at the interval your plan allows.

1

New Company

Polling trigger

In Zapier“Triggers when a new Company is added to your organization.”

Starts your Zap when a company is added to your organization in Map My Customers. Zapier highlights it, and it is the entry point for anything a new account should set off in another tool.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
copying each new company to another app that needs to know about it.
Watch out
as with any trigger, a Zap that writes back where this one watches can set itself off again, so test it on one record.
2

New Person

Polling trigger

In Zapier“Triggers when a new Person is added to your organization.”

Fires when a person is added to your organization. This trigger is how a new contact leaves the CRM for other apps. Zapier highlights it too.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
adding each new person to a shared sheet or another app.
Watch out
Zapier keeps track of the people it has already seen, so each one starts the Zap only once, but people added before you publish are never picked up.
3

New Activity

Polling trigger

In Zapier“Triggers when a new Activity is added to your organization.”

Runs when a new activity is added to your organization. Two options narrow it down: Completed? keeps only activities marked as completed, and Public? keeps only public ones.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
reporting finished field work outside the CRM, without the drafts and private entries.
Watch out
with both options left off, every new activity counts, completed or not, public or private, so set them before you test.
4

New Deal

Polling trigger

In Zapier“Triggers when a new Deal is added to your organization.”

Runs each time a deal is added to your organization. Zapier highlights it, and it is the natural start for anything that should follow a new opportunity.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
writing each new deal to a shared sheet, or alerting someone in another tool.
Watch out
check at test which deal details come through before mapping them, rather than assuming a field is there.
5

New User

Polling trigger

In Zapier“Triggers when a new user is added to your organization.”

Starts the Zap when a new user is added to your Map My Customers organization, meaning a teammate, not a customer record.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
setting up the rest of a newcomer's tools when they get a Map My Customers seat.
Watch out
a user is a teammate, not a customer record, so keep this Zap apart from the ones that handle people and companies.
Actions

Map My Customers actions in Zapier

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

1

Add Record to Group

Action

In Zapier“Add a Company, Person, or Deal to a group.”

Places a company, a person or a deal in one of your groups.

When to use it
sorting new records into the right group the moment the Zap runs, instead of by hand.
Watch out
Object Type is required: say whether a company, a person or a deal goes in the group, then test with one record before publishing.
2

Add File

Action

In Zapier“Add file to a Company, Person, or Deal”

Attaches a file to a company, a person or a deal in Map My Customers.

When to use it
filing a document generated elsewhere on the record it belongs to.
Watch out
Object Type is required, so the Zap must know which kind of record receives the file; check at test that the file really lands there.
3

Create Note

Action

In Zapier“Create Note on a Company, Person, or Deal”

Adds a note to a company, a person or a deal, with text built from earlier steps.

When to use it
leaving on a record the context that arrived in another tool.
Watch out
Object Type is required: choose whether the note goes on a company, a person or a deal before mapping anything else.
4

Create or Update Company

Action

In Zapier“Creates or Updates a Company.”

Creates a company, or updates it if a company with the same Unique ID already exists. Zapier highlights it.

When to use it
keeping company records in step with the tool where accounts are first entered.
Watch out
Unique ID is required and decides everything. A value that changes between runs creates a new company each time.
5

Create or Update Person

Action

In Zapier“Creates or Updates a Person.”

Creates a person, or updates the one that already carries this Unique ID. Zapier highlights this one too.

When to use it
feeding contacts from a form or another app into Map My Customers without duplicates.
Watch out
the Unique ID is required; reuse the identifier the source app gives, not something built per run.
6

Create or Update Activity

Action

In Zapier“Creates or Updates an Activity.”

Creates an activity, or updates the one with this Unique ID, and can set it as completed or not, public or private.

When to use it
logging in the CRM an activity recorded in another app.
Watch out
Unique ID is required; Completed? set to true makes a completed activity, and Public? set to false makes it private.
7

Create or Update Deal

Action

In Zapier“Creates or Updates a Deal.”

Creates a deal, or updates the existing deal with the same Unique ID. Zapier highlights it.

When to use it
mirroring deals that start in another tool into Map My Customers.
Watch out
Unique ID is required. Test with an ID that exists and one that does not, to see both outcomes.
Searches

Map My Customers searches in Zapier

5 search steps look for data that already exists in Map My Customers, so a later step can use it.

Searches sit at the bottom of the action-event list, under SEARCH. Four of them also come as a find-or-create variant in the editor, which is the same search with one box ticked, not an extra operation. Three settings decide what happens when the result is not exactly one record.

1

Find Company

SearchFind or create

In Zapier“Find a Company Record”

Looks up a company record that already exists, so later steps can use it.

When to use it
attaching a note or a file to the right company in a Zap that started outside the CRM.
Watch out
the editor also lists Find or Create Company, which is this search with creation switched on, not a separate action.
2

Find Person

SearchFind or create

In Zapier“Find a Person Record.”

Fetches an existing person record, ready for the next steps.

When to use it
checking that a contact exists before adding them to a group.
Watch out
Find or Create Person is the same search with creation on; whether the match must be exact is decided by Map My Customers, so check at test.
3

Find Activity

SearchFind or create

In Zapier“Find an Activity Record.”

Finds an activity record, and can narrow the search to completed or incomplete, public or private activities.

When to use it
reading an activity before updating it from another app.
Watch out
its find-or-create variant, Find or Create Activity, creates the activity when none matches; set Completed? and Public? on purpose.
4

Find Deal

SearchFind or create

In Zapier“Find a Deal Record.”

Returns an existing deal record for the steps that follow.

When to use it
adding a file to a deal when only another app knows which deal it is.
Watch out
the editor shows Find or Create Deal. next to it, the same search with creation switched on; several deals can match, so set the multiple-results option.
5

Find User

Search

In Zapier“Find a User in Map My Customers.”

Returns a user of your Map My Customers organization, meaning a teammate.

When to use it
fetching a rep's details to fill a field in another app.
Watch out
this is the only search without a find-or-create variant, so a missing user simply stops the Zap unless you allow empty results.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap and skips the steps that relied on it. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking this box turns the search into a find-or-create: it drops the setting above and asks for the fields needed to create the missing record.
  3. If multiple search results are found?
    Three ways out when several records match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When it breaks

When a Map My Customers Zap breaks

Zapier attaches no help article to Map My Customers, and no limit specific to the app is on record. What breaks is what breaks on any Zap, plus the Unique ID.

These are the general limits to keep in mind. If one of them hits and the cause stays unclear, see our Zapier troubleshooting guide.

  • Old records are not picked up

    A Zap only reacts to records added after you publish it. Earlier companies, people or deals never start it; moving that backlog is a separate job.

  • The Zap keeps setting itself off

    A Zap that writes where its own trigger watches can start itself again and burn through your tasks. Test any such Zap on one record before you publish.

  • A sudden batch is held back

    When a trigger returns a huge batch at once, after a bulk import or a migration, Zapier's flood protection can hold those runs back.

  • Duplicates instead of updates

    The create-or-update actions update only when the Unique ID already exists. An ID that changes between runs creates a new record every time.
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FAQ

Map My Customers Zapier integration: frequently asked questions

01Is the Map My Customers Zapier integration free?
Yes, on Zapier's side. Map My Customers is not a premium app, so the free plan accepts it, with 100 tasks a month and unlimited Zaps. The catch is the shape: two steps, one trigger and one action. New Deal followed by Create Note fits. Add Find Company to put the note on the right account, or a filter, or a second action, and the Zap becomes multi-step, which needs a paid plan.
02How many tasks does a Map My Customers Zap use?
One per action that succeeds, per run. The five triggers cost nothing, and neither do Zapier's regular checks for new records. A Zap that creates or updates a company and then adds it to a group uses two tasks per run. A failed action is not billed. To keep the count down, use the Completed? and Public? options on New Activity, and put any filter right after the trigger, before the billed steps.
03Do Map My Customers triggers run in real time?
No. All five triggers are polling: Zapier checks Map My Customers at an interval set by your plan, 15 minutes on Free, 2 on Professional and 1 on Team and Enterprise. A record saved just after a check waits for the next one. The type of trigger is decided by the app and cannot be changed in the editor. On paid plans the interval can be adjusted, and a check can be run by hand from the editor.
04What do you need to connect Map My Customers to Zapier?
A Map My Customers account, plus access to any record you do not own yourself and want the Zap to touch. In Zapier, open Apps, click + Add connection, search for Map My Customers, click Add connection, then sign in in the tab that opens and grant access. The connection is reused by every step of the app. Before testing the create-or-update actions, decide which identifier will serve as the Unique ID.
05How does the Unique ID decide between create and update?
The four create-or-update actions, for companies, people, deals and activities, all require a Unique ID. If a record with that ID already exists, the action updates it; if not, it creates a new record carrying that ID. So the ID must be stable: take the identifier the source app gives to the record, not a value built at each run. Test once with a known ID and once with a new one to see both outcomes.
06What if the Map My Customers operation you need is missing?
Start from the seventeen visible operations: five triggers, seven actions and five searches. Many needs are combinations. Find Person then Add Record to Group sorts a known contact; Find Deal then Add File files a document on the right deal. Each extra step makes the Zap multi-step. Deleting a record or reacting to an update is not offered. If no combination covers the need, Zapier cannot do it for Map My Customers today.
07Zapier, Make or n8n for Map My Customers?
Choose by criteria, not by reputation. First, the triggers: on Zapier all five are polling, so check whether the delay your plan gives suits your sales process. Second, coverage: list the operations your flow needs, such as updates or deletions, and confirm each tool offers them. Third, billing: Zapier counts each successful action, so a sync with several actions per record adds up. Compare those three on one real flow.
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