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MyCRM Sync Zapier integrationAutomate MyCRM Sync with Zapier.

The MyCRM Sync Zapier integration gives you 5 triggers, 1 action and 0 searches. All five triggers are instant: a contact created, updated or deleted, or a deal changing status, starts your Zap right away. The action, Create a Lead, sends new leads into MyCRM.

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Overview

What the MyCRM Sync Zapier integration does for you

The MyCRM Sync Zapier integration connects MyCRM, a customer relationship tool, to Zapier in both directions. Five triggers tell Zapier when a contact is created, updated or deleted, or when a deal changes status. One action, Create a Lead, writes a new lead into MyCRM from another app.

Three results you can build with it. A deal alert in team chat: Deal Status Changed posts a message as soon as MyCRM reports the change, so nobody has to keep MyCRM open to see it. A contact list kept in a sheet: Contact Created adds a row to a spreadsheet, and Contact Updated or Contact Deleted can keep a second log of every change made after that. Leads from a web form: a new form entry runs Create a Lead, so people who reach you online land in MyCRM with their first name, last name, email and mobile number.

What Zapier does not do for MyCRM Sync. There is no search, so a Zap cannot look up a contact or a deal before acting. The only action creates a lead: a Zap cannot update a contact, move a deal or delete anything in MyCRM. And the triggers only report events that happen after the Zap is switched on, though all five do it the moment the event happens, whatever your plan. To weigh Zapier against another tool, see our n8n 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, here a contact or deal event in MyCRM. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once it has started: the step that writes, sends or moves something for you, like Create a Lead.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan's number is a count of those.
Instant trigger
A trigger the app reports itself: it calls Zapier the moment the event happens, so nothing waits for a timed check.
Filter
A step that lets the Zap go on only when what arrived meets the 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 Sync Zap really costs

MyCRM Sync is not a premium app, so it works from the free plan. You pay for completed actions, never for the trigger.

  • TriggersFree, never counted
  • Each successful action1 task
  • Free plan100 tasks a month, two-step Zaps
  • Premium appNo

None of the five triggers costs a task. Each action that succeeds counts as one, Create a Lead included, and a failed action is not counted. The free plan gives 100 tasks a month and unlimited Zaps of two steps: one trigger, one action. A filter or a second action makes a multi-step Zap, which needs a paid plan. The grid below sets how often Zapier checks a polling trigger. It does not apply to any MyCRM Sync trigger, since all five are instant; it only matters if a Create a Lead Zap starts from a polling trigger in another app.

Connect

Connect MyCRM Sync 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 Sync

    Type MyCRM Sync 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: alert the team on the deals that matter

GoalWhen a deal changes status in MyCRM and meets your condition, a message lands in your team chat.

  1. 01

    Create the Zap and set the trigger

    Start a new Zap, pick MyCRM Sync as the app and Deal Status Changed as the event, then choose your MyCRM connection from the list.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items of the account, so you build the next steps on a real deal. Check at test time which values come through.

  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 the chat step

    Add your team chat as the action, choose the step that sends a message, then map the deal values from the test into the text.

  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.

Triggers

The five MyCRM Sync triggers

5 events start a Zap when something happens in MyCRM Sync, and 5 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Contact Created/Updated/Deleted

Instant trigger

In Zapier“Triggers when a new contact is created/updated/deleted.”

Covers the whole life of a contact in one trigger: creation, update and deletion all start the same Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
when every change to your contacts should reach another tool, such as an activity log kept in a spreadsheet.
Watch out
it starts the Zap on all three events, so every action after it runs for creations, updates and deletions alike; pick one of the single-event triggers below if only one of them matters.
2

Contact Created

Instant trigger

In Zapier“Triggers when a new contact is created.”

Fires only when a contact is added to MyCRM, and hands that new contact to the next steps.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to copy each new contact into a sheet, a mailing tool or a team channel, without anyone exporting lists.
Watch out
only contacts created after the Zap is switched on count; the ones already in MyCRM stay out of it.
3

Contact Deleted

Instant trigger

In Zapier“Triggers when a new contact is deleted.”

Reacts when a contact is removed from MyCRM, so the deletion leaves a trace somewhere else.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to keep a record of removed contacts, or to post a note in your team chat.
Watch out
only deletions made after the Zap is switched on count; contacts removed before that never reach it.
4

Contact Updated

Instant trigger

In Zapier“Triggers when a new contact is updated.”

Starts the Zap each time an existing contact is edited in MyCRM.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to log changes in a sheet or to post a note in your team chat when a contact is edited.
Watch out
after a bulk import or a migration, a huge batch can come back at once, and Zapier's flood protection can hold it back.
5

Deal Status Changed

Instant trigger

In Zapier“Triggers when a deal changes status.”

Reports a deal moving from one status to another in MyCRM.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to alert the team in chat, or to note the change in a sheet, without anyone watching MyCRM.
Watch out
every status change starts the Zap; to react to some changes only, add a filter, which needs a paid plan.
Actions

The MyCRM Sync action

MyCRM Sync 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 what the trigger of another app brought in, one lead per Zap run.

When to use it
when people reach you through a form or a sheet and should land in MyCRM without retyping.
Watch out
First Name, Last Name, Email and Mobile are required. Marketing Consent, which records 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 Sync Zap breaks

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

  • Create a Lead is missing a value

    First Name, Last Name, Email and Mobile are required. If the trigger app does not collect one of them, check it at test time before you publish.

  • Older contacts and deals never come through

    The triggers only report what happens after the Zap is switched on. Nothing older is picked up, and moving that history is a separate job.

  • A big batch is held back

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

  • A Zap that sets itself off

    As a general precaution: a Zap that writes into the place its own trigger watches can start itself again and use up tasks fast.
Need help

Need help automating MyCRM Sync with Zapier?

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FAQ

MyCRM Sync and Zapier: the questions people ask

01Is the MyCRM Sync Zapier integration free?
Yes. MyCRM Sync is not a premium app, so its five triggers and its action run 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. Deal Status Changed followed by one chat message fits inside that. Add a filter or a second action and the Zap becomes multi-step, which needs a paid plan. The trigger never costs a task.
02How many tasks does a MyCRM Sync Zap use?
One per successful action, per event. The five triggers are never counted. If your Zap posts a chat message for each deal status change, every message sent costs one task. A Zap that also adds a row to a sheet costs two tasks per change, since each successful action counts on its own. Create a Lead counts one task per lead created. An action that fails is not counted. A few apps take more than one task per action, so check the app you plug in.
03Do MyCRM Sync triggers fire in real time?
Yes, all five are instant triggers. The app tells Zapier the moment a contact is created, updated or deleted, or a deal changes status, so the Zap starts right away, whatever your plan. The plan interval grid does not apply to them. In the editor, a Zap built on an instant trigger shows a lightning bolt. For Create a Lead, timing depends on the trigger of the other app that starts the Zap.
04What does it take to connect MyCRM Sync 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 Sync, sign in in the tab that opens, then grant Zapier access to the account. The same connection then serves the five triggers and Create a Lead, in every Zap that uses them.
05Which trigger to pick: Contact Created/Updated/Deleted or the separate ones?
It depends on what the next step should do. Contact Created/Updated/Deleted starts the Zap on all three kinds of events, so one Zap sees everything that happens to your contacts. Contact Created, Contact Updated and Contact Deleted each start it on one kind of event only, so the next steps never see the other two. Both kinds are instant and cost nothing as triggers. The difference shows in the actions: with the combined trigger, every action after it runs on all three events, and each successful one counts as a task.
06What if the MyCRM Sync operation you need is not there?
Then Zapier cannot do it with this app today. MyCRM Sync offers five triggers and one action, Create a Lead, with no search. A Zap cannot update a contact, change a deal or look anything up in MyCRM. The MyCRM Sync page on Zapier shows the current list of operations, so check it before planning around something else. If the missing step belongs to another app in your Zap, look at that app's own Zapier page.
07Zapier, Make or n8n for MyCRM Sync?
Decide on criteria, not on a ranking. First, the catalogue: does the tool offer MyCRM Sync, and which operations? On Zapier, five instant triggers and Create a Lead. Second, the number of steps: one trigger and one action fit the free Zapier plan, a filter or a second action needs a paid one. Third, the direction of the data: on Zapier, MyCRM Sync sends contact and deal events out, while the only way back in is Create a Lead, so check what each tool offers in that direction. Since all five triggers are instant, the polling interval does not apply to them.
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