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MobiCRM Zapier integrationAutomate MobiCRM with Zapier.

The MobiCRM Zapier integration gives you 2 triggers, both instant, and 5 actions, with no search step. It runs on the free Zapier plan. Below: what each operation does for a field sales team, what it costs in tasks, and what breaks.

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Overview

What the MobiCRM Zapier integration actually does

Zapier links MobiCRM, the smartphone-first CRM built for sales teams on the road, to the other apps your team already uses. A Zap (the automation you build on Zapier) starts on something that happens in one app and writes the result in another, without anyone copying data by hand.

Three results stand out with this app. First, a contact list that stays in sync: Contact Created sends every new MobiCRM contact to a spreadsheet or a mailing tool, so the office sees what the rep entered on the phone. Second, leads that land in MobiCRM on their own: a form submission becomes a lead through Create Lead, ready for the rep to pick up. Third, meeting notes and reminders filed where they belong: Create Minutes stores a write-up, and Create Todo adds the follow-up task next to it.

Now what Zapier does not do here. There is no search step, so a Zap cannot look up an existing account or contact before writing. There is no update or delete action either: every action creates something new. And only two events start a Zap, a new account and a new contact; a new lead, a new to-do or new minutes in MobiCRM start nothing.

If those gaps matter, see our MobiCRM Make integration page before you pick a tool, and our n8n vs Zapier comparison if n8n is on your list too.

Vocabulary

Zapier vocabulary in one minute

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

Zap
The automation you build on 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 switched on, Zapier waits for that event and nothing else.
Action
What the Zap does after it starts: the step that writes, sends or creates something for you in an app.
Task
The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
Instant trigger
A trigger the app reports itself: it calls Zapier the moment the event happens, so nothing waits for a scheduled check.
Polling trigger
A trigger Zapier checks on a timer, asking the app for new items at a fixed interval. MobiCRM has none of these.
Filter
A step that lets the Zap carry on only when the incoming data meets your condition, and stops it everywhere else.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action or a filter makes one, and it then needs a paid plan.
Cost

What MobiCRM on Zapier really costs

MobiCRM is not a premium app (an app Zapier keeps for paid plans and free trials), so it runs on the free plan. The bill is counted in tasks, and only actions produce them.

  • Free plan100 tasks a month
  • Zaps on the free planUnlimited, two steps each
  • TriggerNever billed
  • Failed actionNot counted

The trigger never costs a task. Each action that succeeds costs one, so a Zap with three actions uses three times what a one-action Zap uses. An action that fails is not counted. The free plan gives you 100 tasks a month and unlimited Zaps, but each one stops at two steps: add a filter or a second action and you need a paid plan. The interval grid below is how often Zapier checks a polling trigger; it does not apply to the two MobiCRM triggers, which are instant.

Connect

Connect MobiCRM to Zapier in three steps

  1. 01

    Open the Apps page

    In your Zapier account, open Apps and click + Add connection. A connection is your MobiCRM account linked to Zapier once, then reused by every step that touches MobiCRM.

  2. 02

    Pick MobiCRM

    Type MobiCRM in the search box of the dialog, select it, then click Add connection. You need a MobiCRM account, plus read or write access on anything you do not own yourself and want the Zap to touch.

  3. 03

    Sign in and grant access

    A new tab opens on MobiCRM. Sign in with the account the Zaps should act for, then grant Zapier access to it. Back in the editor, that account can be picked in any MobiCRM step.

First Zap

Your first Zap: copy new MobiCRM contacts to a spreadsheet

GoalEvery contact a rep creates in MobiCRM gets its own row in the team spreadsheet, without retyping.

  1. 01

    Create the Zap

    From your Zapier dashboard, start a new Zap. Pick MobiCRM as the app that starts it, then Contact Created as the event, and choose the MobiCRM connection you just added.

  2. 02

    Test the trigger

    Run the trigger test. Zapier brings back the three most recent contacts of the connected account, so you map the next step on a real one instead of on a blank example.

  3. 03

    Add the spreadsheet step

    Add the action: your spreadsheet app and its event for a new row. Map each column to a value from the MobiCRM contact, such as the last name from the trigger test.

  4. 04

    Test the action

    Run the action test once and open the spreadsheet to read what came back. Check every column before going further, since a wrong mapping repeats on every contact.

  5. 05

    Publish

    Click Publish to switch the Zap on. From then on, each new MobiCRM contact adds a row. This Zap has two steps, so it stays within the free plan.

Triggers

MobiCRM triggers

2 events start a Zap when something happens in MobiCRM, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Account Created

Instant trigger

In Zapier“Triggers when a new account has been created in MobiCRM.”

Starts your Zap each time someone adds an account in MobiCRM, and hands the new record to the steps that follow. It is the natural starting point for anything that should happen once per new customer file.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
each new MobiCRM account should also show up in a shared customer list kept in another tool, without a second entry.
Watch out
it only sees accounts created after the Zap is published, so accounts already in MobiCRM never come through.
2

Contact Created

Instant trigger

In Zapier“Triggers when a new contact has been created in MobiCRM.”

Fires on every new person saved in MobiCRM and passes that contact to your next step. Use the trigger test to see which contact details your account actually returns before you map anything.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you keep a newsletter list or a spreadsheet of people met in the field, and want each new MobiCRM contact added there without a second entry.
Watch out
if a later step writes contacts back into MobiCRM, check at test that the Zap does not start itself again, since a Zap that writes where its trigger watches can relaunch.
Actions

MobiCRM actions

MobiCRM gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Account

Action

In Zapier“Creates a new account in MobiCRM”

Opens a new account in MobiCRM from data your trigger carries. Name is the only required field; an optional Is Individual yes-or-no field is also on offer.

When to use it
a signed quote or a new customer row in another tool should give the rep a ready account in the app.
2

Create Contact

Action

In Zapier“Creates a new contact in MobiCRM”

Adds a person to MobiCRM. Only Lastname is required, so even a thin record from a sign-up sheet can go in.

When to use it
people who register for a demo elsewhere should appear in the reps' contact list on their phones.
Watch out
with no search step, the Zap cannot check whether the person already exists before creating them.
3

Create Lead

Action

In Zapier“Creates a new lead”

Drops a fresh lead into MobiCRM with a required Title, plus an optional Is Favorite yes-or-no field.

When to use it
a website form collects requests, and each one should become a lead the field team can work on.
Watch out
no trigger watches new leads, so a lead created this way cannot start another Zap.
4

Create Minutes

Action

In Zapier“Creates a new minutes in MobiCRM.”

Files a set of meeting minutes in MobiCRM. Title is the one field you must fill; check at test which other fields the step offers for the body of your notes.

When to use it
notes taken in a note-taking or transcription tool after a client visit should end up in the CRM, next to the rest of the customer history.
5

Create Todo

Action

In Zapier“Creates a new todo”

Puts a to-do in MobiCRM. Detail, the content of the task, is required, and two optional switches mark it Important or Urgent.

When to use it
a new account or a form reply should leave the rep a clear next step to call back or send a quote.
Watch out
Important and Urgent are two separate optional boxes; check at test how they show up in MobiCRM.
When it breaks

When a MobiCRM Zap breaks

Zapier ties no help article to MobiCRM, so the limits below are the general ones that apply to every Zap built on it.

These cases depend on what the Zap expects, not on MobiCRM itself. Four cases are worth knowing before you publish. For the rest, see our Zapier troubleshooting guide.

  • Old records never come through

    A Zap reacts only to what happens after you switch it on. Accounts and contacts already in MobiCRM are not picked up; moving them is a separate job.

  • A Zap that keeps restarting

    A Zap that writes into the very place its own trigger watches can set itself off again and again, and the task count goes down fast. Check at test.

  • A bulk import held back

    When a trigger suddenly returns a huge batch, for example after a bulk import or a migration, Zapier's flood protection can hold those items back.

  • A filter on the free plan

    The free plan builds two-step Zaps only. Adding a filter or a second action makes the Zap multi-step, and it then needs a paid plan.
Need help

Need help automating MobiCRM with Zapier?

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FAQ

MobiCRM Zapier integration: frequently asked questions

01Is the MobiCRM Zapier integration free?
Yes, as long as each Zap stays at two steps. MobiCRM is not a premium app, so the free Zapier plan accepts it. That plan gives you 100 tasks a month and an unlimited number of Zaps, each made of one trigger and one action. The moment a Zap needs a filter or a second action, for example creating an account and then a to-do from the same form reply, it becomes a multi-step Zap and needs a paid plan. Nothing about MobiCRM itself changes that rule.
02How many tasks does a MobiCRM Zap use?
One task per action that succeeds, and nothing for the trigger. A Zap that turns each new MobiCRM contact into a spreadsheet row costs one task per contact. A Zap that creates an account and a to-do from the same event costs two. An action that fails is not counted against your plan. Waiting for new accounts or contacts is free too, however many events arrive. On the free plan, that means 100 successful actions a month across all your Zaps.
03Does MobiCRM trigger Zaps in real time?
Yes. Both MobiCRM triggers, Account Created and Contact Created, are instant: MobiCRM tells Zapier when the event happens, and the Zap starts right away whatever your plan. The polling interval of the plans, 15 minutes on Free, does not apply to them. In the editor, a Zap built on an instant trigger shows a lightning bolt. The trigger type comes from the app itself and cannot be changed from the editor, so there is no setting to look for. Nothing else is needed: a new account or contact is enough to start the Zap.
04What does connecting MobiCRM to Zapier require?
A MobiCRM account, plus read or write access on anything you do not own yourself and want the Zap to touch. The connection starts from the Apps page of your Zapier account with + Add connection; you search MobiCRM, click Add connection, sign in to MobiCRM in the tab that opens, then grant Zapier access. Once saved, that connection is reused by every MobiCRM step in every Zap, so you sign in only once.
05Can a Zap update an existing MobiCRM contact?
No. All five MobiCRM actions create something new: an account, a contact, a lead, minutes or a to-do. There is no update action and no search step, so a Zap cannot find an existing record and change it. If the same person reaches your Zap twice, Create Contact adds them twice. One workaround is to send each person through the Zap only once, for example from a form that each prospect fills once, and check at test what comes through.
06What if the MobiCRM operation you need is missing?
Then this connection cannot do it today. The MobiCRM page on Zapier shows the current list of triggers and actions, and that list is what the editor offers. If what you need is not there, rework the Zap around what exists: a new lead cannot start a Zap, but the form that created it can, and Create Todo can stand in for a reminder that no trigger would send. If the gap is a blocking one, compare what other automation platforms offer for MobiCRM before building.
07Zapier, Make or n8n for MobiCRM?
Decide on three criteria rather than on a ranking. First, coverage: on Zapier, MobiCRM offers two instant triggers and five create actions, and nothing to update or search; check what each other platform lists for MobiCRM before choosing. Second, the shape of your Zap: a two-step Zap runs on the free Zapier plan, while anything longer needs a paid plan. Third, your team: pick the tool the people maintaining the automation already know, since they will be the ones fixing it.
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