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Zapier makes it easy to integrate CRM Connector with Email by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from CRM Connector

A trigger is an event that starts your Zap and runs the workflow. For example, with CRM Connector, a trigger could be "New Broadcast."

A trigger is the event that kicks off your automated workflow.

Setup an action from Email by Zapier

An action is what takes place after the automation is triggered. For example, with Email by Zapier, the action could be "Send Outbound Email."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CRM Connector to Email by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your CRM Connector to Email by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about CRM Connector + Email by Zapier integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CRM Connector and Email by Zapier

What is the CRM Connector integration with Email by Zapier?

Our CRM Connector integrates with Email by Zapier, allowing you to automate the sending and receiving of emails based on specific triggers in your CRM system. This integration helps you streamline communication workflows without manual intervention.

How do I set up a trigger for my CRM Connector to send an email through Zapier?

To set up a trigger, choose an event in your CRM Connector that will initiate an automated email. Within the Zapier interface, select this trigger when configuring your workflow, and pair it with an action to send an email through Email by Zapier.

Can I customize the email content sent via Email by Zapier using CRM data?

Yes, you can customize emails by mapping data fields from your CRM within the Zap configuration. This allows you to include specific information such as contact names or deal details in your automated emails.

Which fields from my CRM can be transferred to Email by Zapier?

You can transfer various standard and custom fields such as contact information, deal specifics, or any other relevant data captured in your CRM system. During the setup of your Zap, you'll choose which fields should be included in the email payload.

Is it possible to use conditional logic when integrating CRM Connector with Email by Zapier?

Yes, our platform allows for conditional logic through filters and paths. During setup, you can define conditions that determine when certain emails should be sent based on your CRM data entries.

Does this integration support attachments from my CRM systems?

Attachments are supported if they are accessible via a URL or directly from within the connected services. When setting up your integration, select the file URLs or document links for automatic inclusion in outgoing emails.

What happens if an error occurs while sending an email through this integration?

If an error occurs during the process of sending an email using this integration, we provide detailed error messages and logs within Zapier's task history. You can troubleshoot these errors using our detailed logs or seek support if needed.

Connect CRM Connector and Email by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Group
Trigger
Scheduled
Try It
- Group
Trigger
Scheduled
Try It
- Group
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
Trigger
Scheduled
Try It
- Group
Trigger
Scheduled
Try It

- Group
- Company Name
  Required
- Company Email
- Address
- City
- State
- Zip/Post Code
- Country
- Phone
- Website
- Parent Company
- Notes
Action
Write
- Contact Email
  Required
- Group
- Assigned To
  Required
- Activity Types
- Due Date/Time
- Completed Date/Time
  Required
- Notes
Action
Write

- Group
- Event Type
  Required
- Event Location
  Required
- Event Title
  Required
- Start Date/Time
  Required
- End Date/Time
  Required
- Public Event
  Required
- Automatic Email Reminders
  Required
- Event Fee
Action
Write
- Contact Email
  Required
- Title
- Managed By
  Required
- Quality
  Required
- Source
  Required
- Phase
  Required
- Value
- Chance to Win
  Required
- Close Date
  Required
Action
Write
- Email Address
  Required
Trigger
Instant
Try It
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From Name
  Required
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

- Group
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
- Activity Types
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
- Closed Opportunities Only
Trigger
Scheduled
Try It
- Contact Email
  Required
- Workflow
  Required
- First Activity Starting
- Assigned To
- Connected To
- Associated With
Action
Write
- Group
- Email
  Required
- Firstname
- Lastname
- Phone
- Mobile
- Fax
- Address 1
- Address 2
- City
- State
- Zip/Post Code
- Country
- Company
- Notes
- Title
- Gender
- Birthdate
- Website
- Hometown
- Height
- Weight
- Skills & Interests
- Bio
Action
Write
- Custom Object Definition
  Required
Action
Write
- Contact Email
  Required
- Group
- Sent Date
- Due Date
- Description
  Required
- Paid Date
- Payment Amount
- Send Invoice
- Send Invoice CC Recipients (separated by comma)
- Line Item Quantity
  Required
- Line Item SKU
- Line Item Description
  Required
- Line Item Unit Cost
  Required
- Line Item Event
Action
Write
- Group
- From Name
  Required
- From Email
  Required
- Subject
  Required
- Message
  Required
- Delivery Date/Time
  Required
Action
Write
- Setup Directions
Trigger
Instant
Try It

Learn how to automate CRM Connector on the Zapier blog

Learn how to automate Email by Zapier on the Zapier blog

About CRM Connector

CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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