Bringing your office tech stack together so you don’t have to switch from one app to the next is the new black.
And Zapier is one of the best-known apps for connecting software and streamlining workflows, especially when coupled with a powerful CRM. Finding the best CRM for Zapier is the best way to maximize productivity through these app connections.
Your CRM system is a hub for customer data and communications. While an advanced CRM will offer one-click integrations with several prominent applications, Zapier lets you link your CRM to all your essential tools for next-level efficiency. This makes managing customer data and engagement so much easier and allows you to automate tasks to save time.
Finding CRM software that integrates seamlessly with Zapier is essential for an optimal workflow experience. To help you invest in the right solution for your business, we’ve created a list of the five best CRMs for Zapier. This list allows you to compare features and test the top options to reveal the ideal fit.
Sales, marketing, support, and other teams employ resources and tools to improve individual and team performance, and a good CRM system is typically at the center of it all. Businesses then supplement the CRM software with other programs to facilitate specific tasks and often integrate them with the CRM where possible.
But today’s CRM solutions offer far more than just the run-of-the-mill contact management capabilities. Modern CRMs provide a means to nurture leads, automate activities, engage with contacts, keep detailed client interaction records, send personalized email sequences, and so much more.
Zapier offers businesses the means to integrate all their applications to ensure all tools and resources communicate as one. It’s particularly useful for connecting third-party software with your CRM, allowing the two to work together to share information when triggered by a specified action.
Some of the many advantages of connecting Zapier with your CRM platform include:
Thousands of applications can be integrated with your CRM through Zapier, making it easy to automate numerous tasks. You’ll specify a trigger and a particular action you’d like to take once the trigger occurs, allowing you to customize automations as needed.
The core automations you can set up with a CRM-Zapier integration include the following:
Our interactive worksheet compares the benefits offered by Nutshell, your existing contact management solution, and any other CRMs you’re currently evaluating.
Determining the best CRMs for Zapier comes down to a few core features and factors. But it’s important to take note of these to ensure you get the most out of your CRM-Zapier integration.
These are the core CRM features you should look out for:
Compatibility is vital when looking for the best CRMs for Zapier, and the best way to determine whether your CRM is compatible with Zapier is to check the Zapier website. Zapier hosts a page on its website for each compatible CRM system detailing all the app integration options between the two.
When you’ve identified a CRM solution with an official Zapier partnership, you’ll also want to make sure that it offers as much customization as possible. A customizable CRM allows you to tailor your pipelines, record fields, reports, dashboards, and more the way you prefer. That way, you can ensure your CRM meets your unique business requirements.
Scalability is another factor to consider when choosing an ideal CRM for Zapier. You want a CRM system that can grow with your business and avoid having to migrate to a new system when your company outgrows your current system.
With these factors in mind, along with a list of the features your business and team need, you can narrow down your list of Zapier-compatible CRMs and find the right fit for your business.
Let’s dive into our recommendations for the best CRMs for Zapier. Opting for one of the following CRMs will ensure you get the most out of your Zapier integration.
Pricing: 4 comprehensive plans, starting at $16 per month, with a 14-day free trial available
Nutshell is an all-in-one CRM solution offering thousands of software integrations, including easy integration with Zapier. Some of the features you can look forward to when you choose Nutshell as your CRM platform include:
These are just a few of the thousands of apps you can integrate Nutshell with using Zapier:
Nutshell offers users an affordable CRM solution with a broad catalog of features that rivals most of their more costly competitors. These features include:
Zapier is a handy third-party tool for your CRM, and Nutshell supports thousands of Zapier integrations. In addition to our Zapier integration capabilities, we’ve made it even easier to seamlessly connect your preferred tech stack to your CRM.
With Nutshell’s AppConnect, you can integrate your data and workflows between Nutshell and the applications your company already uses without opening and paying for a third-party account!
How does this work? Behind the scenes, our team of integration engineers uses tools like Zapier to set up, monitor, and maintain your AppConnect integration.
The setup and Zapier fees are all on us!
AppConnect is included free with most subscriptions. Besides enjoying our many built-in integrations– such as Google, Microsoft, and Quickbooks– you can get the benefits of seamless integration with:
Need another app to integrate with your Nutshell CRM? Contact our sales team to see what’s possible with Nutshell AppConnect!
With AppConnect, you can seamlessly integrate your preferred tech stack– without paying for a third-party account!
Pricing: 3 plans, starting at $249 per month for 2 users and up to 1,500 contacts, with a 14-day free trial available
Keap is a prominent growth-focused CRM offering all the sales and marketing basics, including lead management and tracking, sales reporting, and pipeline automation. This CRM platform was created with small businesses in mind, providing structured, easy-to-use tools for quick adoption and implementation.
In terms of integrations, Keap offers the ability to integrate with over 5,000 third-party apps through Zapier. This makes Keap an ideal CRM for Zapier integration, with the likelihood that you’ll be able to integrate Keap with many of the applications you already use.
Keap also allows its users to connect with software via its Keap-certified integrations. And if your company needs a custom integration, Keap provides assistance through one of its Certified Developer Partners.
With a Zapier integration, you can automate dozens of tasks and activities and connect your Keap CRM with apps like Dropbox, Shopify, DocuSign, Xero, Calendly, Typeform, and more.
Pricing: 3 plans, starting at $49 per user per month, with a 14-day free trial available
Close CRM is a Google-centric solution, meaning it’s built primarily to service clients who use Google Workspace tools, such as Gmail, Google Calendar, Google Docs, etc. This CRM system offers several integration options, with Zapier at the top of its list.
With a Zapier-Close integration, users can create tailored sales and workflow automations within Close for added customization, including many different trigger and action options. This ensures their automations align with their operations.
While Close’s library of integrations isn’t as extensive as many other CRM platforms, it still offers integration with most of the popular apps on the market via Zapier. Users can also take advantage of direct application integrations built by Close, which include the likes of Calendly, ChatGPT, Zoom, and Google Calendar.
Pricing: 5 plans, starting at $12 per user per month, with a 14-day free trial available
Pipedrive has been in the CRM game for a while and offers users five different plans, from the affordable Essential plan with a few core simplified features to the pricier Enterprise plan with more customization options and fewer feature limits. App integrations are offered on all Pipedrive plans.
Finding a compatible app to integrate with your CRM is done via the Pipedrive Marketplace, where users can choose from over 400 different app integrations. Integrating Pipedrive with Zapier allows users to move data from the CRM to connected applications and vice versa. This includes qualifying leads, automating pipelines, and setting up automated triggers and actions for specific activities.
Some of the more common third-party apps integrated into Pipedrive through Zapier include Mailchimp, Slack, Calendly, Gravity Forms, Facebook, Asana, and Google Sheets.
Pricing: 4 plans, starting at $12 per user per month, with a 15-day free trial available
Zoho is renowned for its various web-based business software solutions, including marketing, service, collaboration, finance, legal, security, and sales apps. Its CRM offering, Zoho CRM, provides integrations from its app marketplace in limited amounts per plan.
Zapier is one of the many integrations on offer. In fact, Zoho CRM offers Zapier integrations for a host of its native tools through its extensive marketplace, making it one of the best CRMs for Zapier. With Zapier for Zoho CRM installed, users can build custom workflows and automations to make passing critical data between the CRM and third-party app seamless.
When Zoho CRM is connected to Zapier, users can choose from over 1,000 leading apps to simplify their internal processes and improve operational efficiency. Some of the most popular apps to integrate with Zoho CRM via Zapier include RingCentral, WhatsApp, Zoom, Intuit Quickbooks, DocuSign, MailChimp, PandaDoc, and more.
Nutshell integrates with tons of software, both natively and through Zapier. See if your favorites are on the list.
Setting up your CRM-Zapier integration is relatively simple but requires you to follow a few essential steps, as follows:
To get the most out of your CRM-Zapier connection and improve operational efficiency, we recommend taking note of the following Zapier workflow optimization tips:
While connecting Zapier to your CRM system is typically straightforward, it’s still helpful to know some of the vital elements to double-check when faced with common integration issues.
These are the items to look out for if you struggle to get your automations set up or find they aren’t working as they should:
After creating an automation (or Zap), it’s best to test it to ensure it works properly. Zapier offers a “Test & Continue” button with each new Zap, making it quick and easy to verify Zap functionality before moving on to the next one.
Prepare your team for success when setting up a Zapier CRM integration by following these best practices and tips:
Test and deploy: Before going live, make sure to test each connection. If you’ve integrated your CRM with email marketing software, for example, you can create a sample email list to test the data syncing.
Sourcing the best CRM for Zapier integration could be the difference between a cumbersome sales process and a productive one that drives business growth. Boost your company’s productivity and success by choosing Nutshell—The best CRM for Zapier.
Nutshell has the power to turn your tech stack into a sales and marketing powerhouse through first-class Zapier integration. Streamline sales, marketing, and support workflows, making teams more efficient and allowing them to spend more time focusing on your customers.
You can also enjoy the Nutshell AppConnect add-on, which connects your CRM data with the apps you already use, so you can get the most out of Nutshell.
As well as providing a library of native integrations and thousands more middleware integrations through Zapier, with AppConnect, we’ll help your team reach new heights of integration flexibility.
When you need engineer support for your software, use apps with complex requirements in your tech stack, or can’t get an integration anywhere else, AppConnect is the solution.
Sign up for our 14-day free trial today to learn what a Nutshell-Zapier integration can do for your business. Then, explore AppConnect for even more flexible integrations.
Speak to our team to discuss your CRM integration needs and find out how we can help you meet them.
Explore our current integrations and upcoming tools that will help you get even more out of Nutshell.
And get the inside scoop on Nutshell’s security policies here:
Join 30,000+ other sales and marketing professionals. Subscribe to our Sell to Win newsletter!
Use our calculator to add up your total investment of CRM and Add-ons
VIEW ALL PRICING