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NextLead Zapier integrationAutomate NextLead with Zapier.

The NextLead Zapier integration gives you 10 triggers, 19 actions and 2 searches to move contacts, structures, sales and notes between NextLead and the rest of your tools. All ten triggers are polling ones, the app is not premium, and it runs on the free plan.

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Overview

What the NextLead Zapier integration actually does

NextLead is a simple CRM aimed at small and medium businesses. Linking it to Zapier means letting changes in your CRM (a new contact, an edited structure, a contact leaving a list) start work in other tools, and letting other tools write contacts, sales, notes and activities into NextLead for you. You set it up once, then it runs on its own.

Three results people build first. A contact record that fills itself: a form or a spreadsheet hands its entries to Create Contact, and the opt-in boxes for marketing, newsletter, SMS and postal mail can be set in the same step. A pipeline that moves without copy-paste: Create Sale opens a deal in the column you pick, and Update Sale finds it again by contact email and sales name. A history you can read: Create Note leaves a trace on a contact or a structure, signed by a member of your organization, and Create Activity logs a task, a call or a meeting.

Then there is the other direction. New Structure, Contact Edited or Contact Removed From a List can push what changed in NextLead out to a spreadsheet, a messaging tool or anything else on Zapier.

What Zapier does not do here. None of the 10 triggers is instant: every one of them is checked on a timer, so on the free plan a change can wait up to 15 minutes before the Zap notices it. Zapier also never goes back in time, so contacts that existed before the Zap was switched on stay where they are. And the free plan stops at two steps, which rules out the two searches and any filter until you move to a paid plan.

If you are still weighing tools, see our Make vs Zapier comparison before you build anything.

Vocabulary

Zapier vocabulary in one minute

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

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, like a contact being added in NextLead. 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, such as creating a sale.
Task
The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
Polling vs instant
A polling trigger is checked on a timer, keeping only what Zapier has not seen. An instant one is reported by the app. NextLead has only polling ones.
Filter
A step that lets the Zap continue only when what arrived meets a condition you set, and stops it there otherwise.
Search step
A step that looks up something already in an app, like an existing contact, 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 NextLead Zap really costs

Zapier bills tasks, not Zaps. The trigger never costs anything, however often Zapier checks NextLead for new contacts or structures.

  • Trigger checksFree, never billed
  • Successful action1 task each
  • Free plan100 tasks a month, two-step Zaps
  • Premium appNo

Each action that goes through counts as one task, and an action that fails is not counted. A Zap that creates a contact and then a note uses two tasks per run. The free plan gives you 100 tasks a month and unlimited Zaps, but each one is limited to a trigger plus a single action. Add a filter, a second action or one of the two NextLead searches and the Zap becomes multi-step, which needs a paid plan. NextLead is not a premium app, so it is available on the free plan. Since every NextLead trigger is a polling one, the interval grid below applies to all of them.

Connect

Connect your NextLead account to Zapier

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A dialog opens with a search box: type NextLead, then pick it from the results that come up.

  2. 02

    Sign in to NextLead

    Click Add connection. A new tab opens on NextLead: sign in with the account the Zaps should act through. 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.

  3. 03

    Grant access

    Allow Zapier to reach the account. The connection is then saved once and reused by every NextLead step in every Zap, so you will not repeat this for each new automation.

First Zap

Your first NextLead Zap, step by step

GoalEvery contact added to a NextLead list is also added as a subscriber in your email tool.

  1. 01

    Create the Zap and pick the trigger

    Start a new Zap, choose NextLead as the trigger app and Contact Added to a List as the event. Connect your account if Zapier asks for it.

  2. 02

    Test the trigger

    Run the test: Zapier brings back the three most recent items of your account, so you map a real one. Read what came back to see which values you can use next.

  3. 03

    Add the email tool action

    Add your email tool as the action step and pick its event for adding a subscriber. With one trigger and one action, this Zap stays at two steps and runs on the free plan.

  4. 04

    Map the fields

    Fill the fields of the email tool with the values the NextLead test brought back. Only use what you actually saw in that test, so each field gets a real value.

  5. 05

    Test, then publish

    Run each step once and read what came back before going on. When the subscriber appears where you expected, publish the Zap to switch it on.

Triggers

The 10 NextLead triggers

10 events start a Zap when something happens in NextLead. Zapier checks for them at the interval your plan allows.

1

Contact Added to a List

Polling trigger

In Zapier“Triggers when a contact is added to a list.”

Starts a Zap when one of your NextLead contacts is put into a list, so the list itself becomes the switch for whatever comes next in your other tools.

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
you sort people into lists by hand in NextLead and want joining a given list to send them to a mailing tool or a spreadsheet tab.
Watch out
people already sitting in the list when you publish the Zap are not picked up; only additions made after it is switched on start it.
2

Contact Added

Polling trigger

In Zapier“Triggers when a contact is added to NextLead.”

Fires for each new contact added to NextLead. Of all the contact triggers, it is the widest: no list, no edit, just a new person in the CRM.

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
you want every new person in the CRM copied to another tool, or announced to the team in a chat channel.
Watch out
contacts created by your other Zaps count as new contacts too, and as a general rule a Zap that writes where its own trigger looks can set itself off again.
3

Contact Removed From a List

Polling trigger

In Zapier“Triggers when a contact is removed from a list.”

The mirror of the list trigger above: it starts when a contact leaves one of your NextLead lists, while the contact itself stays in the CRM.

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
leaving a list should undo something elsewhere, such as taking the person out of an audience in another tool or marking a row in a sheet.
Watch out
this is not the same event as a contact being deleted; for that one, use Contact Deleted below.
4

Contact Edited

Polling trigger

In Zapier“Triggers when a contact is edited in NextLead.”

Reacts when someone changes an existing contact in NextLead. It suits Zaps that keep a copy of your contacts in sync somewhere else rather than ones that react to new people.

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
a second tool holds the same contacts and should follow the edits made in the CRM.
Watch out
as with any trigger, a Zap that writes back into the place this one watches can start itself again; read the task count after the first runs.
5

Contact Deleted

Polling trigger

In Zapier“Triggers when a contact is deleted in NextLead.”

Fires once a contact has been removed from NextLead. It gives the other tools a chance to clean up behind the CRM instead of keeping people who no longer exist there.

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
you keep a register of contacts outside NextLead and want deletions logged or mirrored there.
Watch out
run a test on a real deletion and read what Zapier brings back before mapping anything, since the contact no longer exists in the CRM.
6

Structure Deleted

Polling trigger

In Zapier“Triggers when a structure is deleted.”

In NextLead, contacts can be linked to structures, the records that carry identifiers such as a SIRET. This trigger starts a Zap when one of those structures is deleted from the CRM.

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
a shared sheet lists the same structures and should hear about the removal.
Watch out
nothing deleted before the Zap went live will show up, so a past cleanup has to be reported by hand.
7

Edited Structure

Polling trigger

In Zapier“Triggers when a structure is edited.”

Watches the organizations in your CRM and starts a Zap when one of them is changed. Note the word order of the label: you will find it in the editor as Edited Structure.

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
the details of a company change in NextLead and your other tools should follow without someone retyping them.
Watch out
structures edited before you publish the Zap are not picked up; only changes made after it is switched on count.
8

Get Custom Fields

Polling trigger

In Zapier“Get your contact personalized custom fields in Nextlead.”

Its official description says it gets the personalized custom fields of your contacts in NextLead. It is listed among the triggers, so it can start a Zap like any other.

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
you want to see which custom fields your contacts carry before mapping them in other steps.
Watch out
the description does not say what makes it fire again after the first run; check at the test what it brings back before building a Zap on it.
9

Get Structure Custom Fields

Polling trigger

In Zapier“Trigger to get all structures custom filed from NextLead”

The counterpart of the previous trigger on the structure side: it reads the custom fields defined for your organizations in NextLead.

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
you added your own fields to structures and want to know what Zapier can read from them.
Watch out
like Get Custom Fields, it is not documented as reacting to a specific event; run the test and read the result before relying on it in a published Zap.
10

New Structure

Polling trigger

In Zapier“Triggers when a new structure is added.”

Each time a new organization is added to NextLead, this one starts a Zap. It is the structure-side twin of Contact Added and the natural start for company-level automations.

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
every new company in the CRM should get a row in a spreadsheet or a folder in another tool.
Watch out
a bulk import of many structures at once can be held back by Zapier's flood protection, so watch the first run after a migration.
Actions

The 19 NextLead actions

NextLead gives you 19 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Run AI

Action

In Zapier“Send a prompt to the NextLead AI and perform CRM actions based on the plan's permissions.”

Sends a prompt, written in plain language, to the NextLead AI, which then performs CRM actions within the permissions of your plan. You must also choose the organization member it acts for.

When to use it
the instruction is easier to say in a sentence than to build out of several steps.
Watch out
the Allow changes box lets the agent modify data in your CRM; leave it off until a test shows what it does.
2

Create Activity

Action

In Zapier“Creates an activity in Nextlead.”

The first of two entries named Create Activity: its description simply says it creates an activity in NextLead, and the title is the one required field.

When to use it
you want an activity in the CRM and do not need it tied to a contact found by email.
Watch out
the editor shows both under the same name, so open the description before picking, and confirm at the test where the activity ended up.
3

Create Activity

Action

In Zapier“Create an activity (task, call, meeting...) attached to a contact found by email or LinkedIn URL.”

The other entry with this label: it logs an activity such as a task, a call or a meeting, attached to a contact that NextLead finds by email or LinkedIn URL.

When to use it
a meeting booked in another tool should show up on the right contact's timeline.
Watch out
two actions share this exact label in the editor; this is the one whose description mentions the contact found by email or LinkedIn URL.
4

Create Contact

Action

In Zapier“Create a contact in your CRM.”

Adds a new person to your CRM from data coming out of another app.

When to use it
leads arrive in a form or a sheet and should land in NextLead without retyping.
Watch out
the consent boxes (marketing, newsletter, SMS, postal mail) sit in this step, and the global opt-out disables the email consents of the contact when set to true.
5

Create Group

Action

In Zapier“Create groups for structure in NextLead”

Creates a group for structures in NextLead. The group name is the only required field.

When to use it
you organize companies into groups and want a new group opened when something happens elsewhere.
Watch out
read the test result to see where the group appears in NextLead before chaining other steps after it.
6

Create List

Action

In Zapier“Create a list in Nextlead”

Makes a new list in NextLead from a single required value, the list name.

When to use it
each new campaign or event in another tool should get its own list in the CRM, ready to receive contacts.
Watch out
nothing in the description says it checks for an existing list with the same name; test before letting it run on repeat.
7

Create Note

Action

In Zapier“Create a note in NextLead, optionally attached to a contact or a structure.”

Writes a note in NextLead, optionally attached to a contact or a structure. It needs an author from your organization, a title and the content, where line breaks are kept.

When to use it
form answers, call summaries or emails should be kept on the record they concern.
Watch out
the author must be picked among the members of your NextLead organization.
8

Create Sale

Action

In Zapier“Create a sale in Nextlead.”

Puts a new sale into NextLead. Two fields are required: a name and a column.

When to use it
a quote request or a booked call should appear as an opportunity without someone opening the CRM.
Watch out
the column has no default here, so pick it at setup and check at the test where the sale landed.
9

Create Structure

Action

In Zapier“Create a new structure in NextLead CRM.”

Opens a new organization in NextLead. Only the name of the structure is required, the rest is optional.

When to use it
a new customer company appears in your billing or signup tool and needs its own record.
Watch out
its description does not say it checks for an existing structure; a Find Structure step before it lets you look first.
10

Delete Activity

Action

In Zapier“Delete an activity based on a contact in NextLead.”

Deletes an activity based on a contact in NextLead, with the contact email as the one required field.

When to use it
a meeting cancelled in your calendar tool should disappear from the contact's timeline.
Watch out
only the contact email is required, so read the test result to see which activity was removed.
11

Delete Contact

Action

In Zapier“Delete a contact in your CRM.”

Removes a contact from your CRM.

When to use it
a deletion request handled in another tool should also clear the person out of NextLead.
Watch out
read the test result carefully, since the step really removes the contact it targets.
12

Delete Sale

Action

In Zapier“Delete a Sale in Nextlead.”

Removes a deal from the pipeline. It needs the contact email linked to that sale.

When to use it
a cancelled order in another tool should take its opportunity out of NextLead.
Watch out
the sale is reached through the contact email, so read the test result to confirm which deal was removed.
13

Delete Structure

Action

In Zapier“Delete a structure in NextLead CRM.”

Deletes an organization from NextLead.

When to use it
a company closed in your other systems should not linger in the CRM.
Watch out
the step really removes the structure, so read what came back at the test before publishing.
14

Edit Structure

Action

In Zapier“Edit a structure in your CRM.”

Updates an organization already in your CRM. A box named Create the structure if not found lets NextLead create it from the values below when nothing matches, and the result then carries created: true.

When to use it
company details change in your billing tool and NextLead should match.
Watch out
the create option only works with the October 2026 version of NextLead or a later one.
17

Update Activity

Action

In Zapier“Update an activity based on contact email.”

Edits an activity linked to a contact. You give the contact's email and the title to search the activity by, and both are required.

When to use it
a meeting moved or a call got done in another tool and the CRM entry should say so.
Watch out
the activity is searched by its title; check at the test that the activity updated is the one you meant.
18

Update Contact

Action

In Zapier“Update a contact in NextLead CRM”

Changes an existing NextLead contact, including its consent boxes. With Create the contact if not found switched on, NextLead creates the contact from your values instead of failing, and the result carries created: true.

When to use it
another tool holds the freshest version of a person and the CRM should follow.
Watch out
that create option only works with the October 2026 version of NextLead or a later one.
19

Update Sale

Action

In Zapier“Update an existing Sale.”

Changes a deal that already exists. NextLead finds it from a contact email plus the sales name, both required.

When to use it
a signed quote or a paid invoice elsewhere should move the matching deal along.
Watch out
both values are required, so the trigger or an earlier step has to carry them.
Searches

The 2 NextLead searches

2 search steps look for data that already exists in NextLead, so a later step can use it.

A search step looks up a record that already exists so the next steps can use it. In the action list, NextLead's searches sit at the bottom under the SEARCH heading. Any search makes the Zap multi-step, so it needs a paid plan. Three settings decide what happens when the search comes back empty or crowded.

1

Find Contact

SearchFind or create

In Zapier“Find a Contact in NextLead CRM.”

Looks for an existing contact in NextLead so later steps can write to that exact person. The editor also shows Find or Create Contact: that is this same search with the create box ticked, not a separate action.

When to use it
before a note or an activity, to aim it at the right contact.
Watch out
whether it wants an exact value or a close one is decided by NextLead; check at the test.
2

Find Structure

Search

In Zapier“Find a single structure in NextLead using one or more identifiers.”

Finds one organization in NextLead using one or more identifiers, and hands it to the steps that follow.

When to use it
before Create Structure, to avoid opening the same company twice, or before a link step.
Watch out
there is no find-or-create variant on this search, so a missing structure has to be handled with the no-result setting.

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 there and the steps that depended on it are skipped. Switched on, the Zap carries on without a result.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create. The setting above is then no longer offered, and the step 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 hand all of them on at once.
When it breaks

When a NextLead Zap breaks

Zapier attaches no help article to NextLead, and no limit specific to the app has been recorded. What follows are the general Zapier limits, read with NextLead's triggers in mind.

Each case below is one to keep in mind before publishing. When a Zap does stop, see our Zapier troubleshooting guide.

  • The past is not picked up

    A Zap only reacts to what happens after it is switched on. Contacts and structures already in NextLead stay out of it; moving that backlog is a separate job.

  • A Zap that restarts itself

    A Zap that writes into the place its own trigger watches can set itself off again and again, and eat through the task count. Check the pairing before you publish.

  • Bulk imports held back

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

  • The same item only once

    On a polling trigger, Zapier keeps track of what it has already seen, so the same item does not start the Zap twice.
Need help

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FAQ

NextLead Zapier integration: questions people ask

01Is the NextLead Zapier integration free?
Yes, to start with. NextLead is not a premium app, so it works on the free Zapier plan, which gives 100 tasks a month and unlimited Zaps. The catch is the size of each Zap: on the free plan it is one trigger and one action, nothing more. Both NextLead searches, any filter and any second action turn the Zap into a multi-step one, and that needs a paid plan. So a Zap that copies each new contact into a sheet fits the free plan, but one that first finds the contact and then writes a note does not.
02How many tasks does a NextLead Zap use?
One task per action that completes, and nothing else. The trigger never costs a task, and neither do the checks Zapier makes on NextLead while it waits for a new contact or structure. A Zap that creates a sale and then a note uses two tasks each time it runs. An action that fails is not counted against your plan. A few apps and a few actions take more than one task when they complete, so check your task count after the first real runs.
03Does NextLead trigger Zaps in real time?
No. All 10 NextLead triggers are polling triggers: Zapier goes to ask the app for new items at a fixed interval. That interval depends on your plan, every 15 minutes on the free one, every 2 minutes on Professional, and every minute on Team and Enterprise. The type is set by the app and cannot be changed from the editor. On a paid plan you can also run a check by hand from the editor when you need to.
04What does it take to connect NextLead to Zapier?
An account on NextLead, plus read or write access on anything you do not own yourself and want the Zap to touch. The connection is made from the Apps page of your Zapier account with + Add connection: you search NextLead, sign in in the tab that opens, and grant Zapier access. It is saved once and every NextLead step of every Zap reuses it. Run AI and Create Note also ask for a member of your NextLead organization.
05Why are there two Create Activity actions?
Because NextLead publishes two actions under that exact label. One is described as creating an activity in NextLead. The other creates a task, call or meeting attached to a contact found by email or LinkedIn URL. Both ask for a title. Read the description shown under each entry before you pick, and confirm at the test where the activity landed, so the Zap you publish uses the one you meant.
06What if a NextLead operation is missing from Zapier?
Check the NextLead page on Zapier first, since it shows the current list of triggers, actions and searches. If what you want is not there, a search can sometimes bridge the gap: Find Contact or Find Structure fetches an existing record and hands it to an update action. Run AI is another route, since it takes an instruction in plain language and acts within the permissions of your NextLead plan.
07Zapier, Make or n8n for NextLead?
Go by criteria rather than a ranking. On Zapier, NextLead offers 10 polling triggers, 19 actions and 2 searches, and works on the free plan as long as each Zap stays at two steps. If your flows need searches or filters, compare what a paid Zapier plan costs you against the other tools for the same volume of tasks. If speed matters, remember none of these triggers is instant on Zapier. Check what each tool offers for NextLead before choosing.
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