NeerSoft CRM Zapier integrationAutomate NeerSoft CRM with Zapier.
The NeerSoft CRM Zapier integration has 1 trigger, 1 action and 0 searches. A Zap can pick up each new customer added to the CRM, or add a customer from another tool. Here is how often the trigger checks, what each step costs, and the fields you cannot skip.
Beta app Zapier still marks this integration as beta.
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What the NeerSoft CRM Zapier integration does for you
NeerSoft CRM is a CRM built for micro and small businesses: clients, deals, tasks and invoices in one place. Linked to Zapier, it can hand each new customer to your other tools, and receive customers that were first entered somewhere else. Zapier lists the integration as beta.
A customer list your other tools can read. With New Customer as the starting point, each customer added to the CRM can become a row in a shared spreadsheet. Which details come through is something to read at the test step, not to guess.
Customers entered once, not twice. Add Customer creates a customer in NeerSoft CRM from another app, a form or a sign-up sheet for instance. It needs a name, a mobile number and an email every time.
A heads-up when someone new arrives. The same trigger can post a message in your team chat, so a colleague sees the new customer without opening the CRM. It arrives at the next check, not the instant the customer is added.
What Zapier does not do here: the integration stops at those two operations. There is no search, so a Zap cannot find a customer who is already in the CRM, and nothing to update a customer, a deal or an invoice. To weigh other options, see our Make vs Zapier comparison, or our Zapier review.
The Zapier words, in one minute
Eight words carry the rest of the page. Each one keeps this meaning from here on.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time that trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for it and nothing runs before it.
- Action
- What the Zap does once it has started: the step that writes, sends or moves 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.
- Polling trigger
- A trigger Zapier checks on a timer, asking the app for new items at a fixed interval and keeping only the ones it has not seen.
- Instant trigger
- A trigger the app reports itself: it calls Zapier the moment the event happens, so nothing waits for a scheduled check.
- 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 second action or a filter makes it one, and it then needs a paid plan.
What a NeerSoft CRM Zap really costs
NeerSoft CRM is not a premium app, so it works from the free plan. The New Customer checks never cost a task, however often they run: only an action that goes through is counted.
- Free plan100 tasks a month, unlimited Zaps of two steps each
- New Customer checksNever counted as tasks
- Failed actionNot counted against the plan
- Premium appNo, available from the free plan
New Customer plus one action, or any trigger plus Add Customer, fits the free plan. Add a filter or a second action and the Zap becomes multi-step, which needs a paid plan, and each action that succeeds counts on its own. An action that fails is not counted, and a three-action Zap uses three times more than a one-action Zap. New Customer is a polling trigger, so the grid below sets how long a new customer can wait before the Zap sees it.
Connect your NeerSoft CRM account
- 01
Open your connections
In your Zapier account, open the Apps page and click + Add connection. A connection is your NeerSoft CRM account linked once, then reused by every step that uses the app.
- 02
Find NeerSoft CRM
Type the app name in the dialog, pick NeerSoft CRM, then click Add connection. You need an account on the app, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 03
Sign in and grant access
A new tab opens on NeerSoft CRM. Sign in there, then grant Zapier access to the account. Once the tab closes, the account can be picked in any Zap step.
Your first Zap: log new customers in a shared sheet
GoalEach new customer added to NeerSoft CRM who matches your condition becomes a row in a shared spreadsheet that the rest of the team reads.
- 01
Create the Zap
Start a new Zap, pick NeerSoft CRM as the app that starts it and New Customer as the event, then choose your connected account.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent customers of the account, so you map fields from a real one. Read what came back before going further.
- 03
Add the filter
Add a Filter step from the plus icon and fill three boxes: the field, the rule, the value. A filter makes this a multi-step Zap, so it needs a paid plan.
- 04
Add the spreadsheet row
Add the action in your spreadsheet tool and map the customer fields from the test into the columns. Test the step and read what came back.
- 05
Publish
Publish the Zap to switch it on. From then on, each new customer who passes the filter writes one row at the next check, and each row is one task.
The NeerSoft CRM trigger
1 event starts a Zap when something happens in NeerSoft CRM. Zapier checks for them at the interval your plan allows.
New Customer
Polling triggerIn Zapier“Triggers when a new customer is added to NeerSoft CRM.”
Starts your Zap for each customer added to NeerSoft CRM, so whatever you set after it runs once per new customer.
The NeerSoft CRM action
NeerSoft CRM gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Add Customer
ActionIn Zapier“NeerSoft CRM is a simple customer relationship management tool for small businesses to manage leads, customers, and deals.”
Creates a customer record in NeerSoft CRM from what the earlier steps of your Zap carry.
When a NeerSoft CRM Zap breaks
Zapier attaches no help article to NeerSoft CRM, so the cases below come from how every Zap behaves, plus the required fields of its action.
Keep these six cases in mind before you publish. When something does go wrong, see our Zapier troubleshooting guide.
Existing customers stay out
A Zap only reacts to what happens after you switch it on. Customers already in the CRM never reach it, and moving them is a separate job.A Zap that sets itself off
A Zap that writes into the very place its own trigger watches can start itself again and again, and burn through your task count fast.A sudden flood of customers
When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold the Zap back.The same customer, only once
Zapier keeps track of what it has already seen on a polling trigger, so the same customer does not start the Zap twice.Three fields Add Customer needs
Name, Mobile and Email are required by Add Customer. Map each one to a value the earlier steps always carry, and confirm the record at the test.A check, not a ping
New Customer is a polling trigger: Zapier looks on a timer, every 15 minutes on the free plan, so a new customer waits for the next check.
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