Resources · Zapier integration

MyCRM Leads Zapier integrationAutomate MyCRM Leads with Zapier.

The MyCRM Leads Zapier integration gives you 0 triggers, 1 action and 0 searches. That single action, Create a Lead, writes a new lead into MyCRM. The event that starts the Zap always comes from another app, like a form or a spreadsheet.

See the 1 operations

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What the MyCRM Leads Zapier integration does for you

The MyCRM Leads Zapier integration lets other apps send new leads into MyCRM through Zapier. It has one action, Create a Lead, and no trigger. So a Zap always starts somewhere else, then hands MyCRM the person's first name, last name, email and mobile number.

Three results you can build on that action. Leads straight from a web form: a new form entry starts the Zap and Create a Lead puts the person into MyCRM, with no copy and paste between the two. Leads from a shared sheet: each new row in a spreadsheet becomes a lead, handy when contacts are collected in a sheet first. Leads from a booking: a new booking in your calendar tool creates the matching lead, as long as it carries the four required details.

What Zapier does not do for MyCRM Leads. There is no trigger, so nothing that happens in MyCRM can start a Zap. There is no search either, so a Zap cannot check first whether the person is already in MyCRM. And Create a Lead only creates: it does not update or remove a lead. Every lead it creates needs a first name, a last name, an email and a mobile number; the marketing consent field is the only optional one listed. To see where Zapier stands against another option, see our Make vs Zapier comparison.

Vocabulary

Zapier words, in plain English

Seven words come back on this page. Here is each one, once.

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 that starts the Zap. MyCRM Leads has none, so it always comes from another app, such as a form or a sheet.
Action
What the Zap does once it has started: the step that writes, sends or moves something for you. Here, Create a Lead.
Task
The unit Zapier bills: one action your Zap completes successfully. Each lead created counts as one.
Instant vs polling
An instant trigger is reported by its app the moment it happens. A polling trigger is checked by Zapier on a timer set by your plan.
Filter
A step that lets the Zap go on only when what arrived meets a condition you set, and stops it there otherwise.
Multi-step Zap
Any Zap beyond one trigger and one action. A filter or a second action makes one, and it then needs a paid plan.
Cost

What a MyCRM Leads Zap really costs

MyCRM Leads is not a premium app, so it works from the free plan. You pay for the leads your Zap creates, never for the trigger.

  • Trigger (other app)Free, never counted
  • Each lead created1 task
  • Free plan100 tasks a month, two-step Zaps
  • Premium appNo

Each Create a Lead that succeeds counts as one task. If it fails, it is not counted. The trigger in the other app costs nothing, and neither does the waiting. The free plan gives 100 tasks a month and unlimited Zaps of two steps: one trigger, one action. A form entry followed by Create a Lead fits; a filter in between makes it a multi-step Zap that needs a paid plan. The grid below only matters if the trigger in the other app is a polling one: it sets how often Zapier checks it.

Connect

Connect MyCRM Leads to Zapier in three steps

  1. 01

    Open your connections

    In your Zapier account, open the Apps page and click + Add connection. A connection is your MyCRM account linked to Zapier once, then reused by every Zap that needs it.

  2. 02

    Pick MyCRM Leads

    Type MyCRM Leads in the dialog, select it, then click Add connection. A new tab opens on the MyCRM sign-in. You need an account on the app to carry on.

  3. 03

    Sign in and grant access

    Sign in to MyCRM in that tab and grant Zapier access to the account. You also need read or write access on anything you do not own yourself and want the Zap to touch.

First Zap

Your first Zap: turn qualifying form entries into leads

GoalEach new form entry that meets your condition becomes a lead in MyCRM.

  1. 01

    Create the Zap and set the trigger

    Start a new Zap and pick your form tool and its new-entry event as the trigger, then choose the connection for that tool.

  2. 02

    Test the trigger

    Run the test so Zapier brings back recent entries from the form, and you map the next steps on a real one. Check at test time what each entry holds.

  3. 03

    Add the filter

    Click the plus icon, add Filter, and fill the three boxes: the field, the rule, the value. A filter needs a paid plan, and a text rule only works on text.

  4. 04

    Add Create a Lead

    Add MyCRM Leads as the action, pick Create a Lead, choose your connection, then map the form values into First Name, Last Name, Email and Mobile.

  5. 05

    Test, then publish

    Test each step once and read what came back before going further. When it all looks right, click Publish to switch the Zap on.

Actions

The MyCRM Leads action

MyCRM Leads gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create a Lead

Action

In Zapier“Creates a basic lead”

Adds a basic lead to MyCRM from whatever your trigger brought in, one lead per Zap run.

When to use it
whenever people reach you through another tool, a form or a sheet, and should land in MyCRM without retyping.
Watch out
First Name, Last Name, Email and Mobile are all required. Marketing Consent, the question of whether the person agreed to receive marketing material, is optional: check at test time what you send into it.
When it breaks

When a MyCRM Leads Zap breaks

Zapier links no help article to MyCRM Leads, so these cases come from the action's required fields and from Zapier's general limits.

Four situations to keep in mind before and after you publish. If one of them shows up, see our Zapier troubleshooting guide.

  • A required field has nothing to map

    Create a Lead needs First Name, Last Name, Email and Mobile. If your trigger app does not collect one of them, check it at test time before you publish.

  • Older contacts are not sent

    The Zap only reacts to what happens in the trigger app after it is switched on. Contacts collected before that are not picked up; moving them is a separate job.

  • A big batch is held back

    When the trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold it back.

  • The filter never lets anything through

    Filter rules are typed: a text rule only works on text, a number rule only on numbers. Picking the wrong type is why a filter never passes.
Need help

Need help automating MyCRM Leads with Zapier?

A person reads every message.

FAQ

MyCRM Leads and Zapier: the questions people ask

01Is the MyCRM Leads Zapier integration free?
Yes. MyCRM Leads is not a premium app, so it runs on the free Zapier plan. That plan gives 100 tasks a month and unlimited Zaps, each limited to two steps: one trigger and one action. A trigger in your form tool followed by Create a Lead fits exactly. A filter or a second action turns the Zap into a multi-step Zap, which needs a paid plan. The trigger in the other app never costs a task.
02How many tasks does a MyCRM Leads Zap use?
One per lead created. Each Create a Lead that goes through counts as one task, and the trigger in the other app is never counted. If a hundred form entries each become a lead, that is a hundred tasks, the whole monthly allowance of the free plan. An action that fails is not counted. If you add a second action after Create a Lead, each successful one counts on its own, so the Zap costs two tasks per entry.
03Does MyCRM Leads work in real time?
It depends on the trigger, because MyCRM Leads has none of its own. Your Zap starts in another app, and that app's trigger decides the timing. If it is an instant trigger, the app tells Zapier the moment the event happens, whatever your plan. If it is a polling trigger, Zapier checks on a timer: every 15 minutes on the free plan, 2 on Professional, 1 on Team and Enterprise. Check the trigger app's page on Zapier to know which kind it is.
04What does it take to connect MyCRM Leads to Zapier?
An account on the app, 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. Pick MyCRM Leads, sign in in the tab that opens, then grant Zapier access to the account. You also need a connection to the app that starts the Zap, since MyCRM Leads cannot start one.
05Which fields does Create a Lead require?
Four: First Name, Last Name, Email and Mobile. All four are required, so the app that starts the Zap has to provide each of them. A form that only asks for an email is not enough on its own. Marketing Consent, which records whether the person agreed to receive marketing material, is the one optional field listed. Map all four required fields during setup, then check at test time that each one gets a real value before you publish.
06What if the MyCRM Leads operation you need is not there?
Then Zapier cannot do it with this app today. MyCRM Leads currently offers a single action, Create a Lead, with no trigger and no search. That rules out starting a Zap from MyCRM, updating an existing lead or looking one up. The MyCRM Leads page on Zapier shows the current list of operations, so check it before you plan anything else. If the missing piece is on the trigger side, look at the page of the app that should start the Zap.
07Zapier, Make or n8n for MyCRM Leads?
Decide on criteria, not on a ranking. First, the catalogue: does the tool offer MyCRM Leads, and which operations? On Zapier it is one action, Create a Lead. Second, the step count: a trigger plus Create a Lead fits the free Zapier plan, while a filter or a second action needs a paid one. Third, the trigger app: its own type decides how fast leads arrive, and it has to collect the four required fields in whichever tool you pick.
Same platform

Other docs you might need on this stack.

Browse all integrations