Connect Site2CRM to 6,000+ Apps
Automate your lead workflow. When Site2CRM captures a lead, Zapier sends it wherever you need it — Slack, email, spreadsheets, and thousands more.
Set Up in 4 Steps
No code required. Connect your accounts and Zapier handles the rest.
Sign in to Zapier
Go to zapier.com and log in or create a free account. Zapier's free plan includes 100 tasks/month.
Find Site2CRM
Search for "Site2CRM" in Zapier's app directory, or use one of the Zap templates below to get started instantly.
Connect your account
Click "Connect" and sign in with your Site2CRM credentials. Zapier uses OAuth so your password is never stored by Zapier.
Build your Zap
Choose a trigger (e.g., New Lead) and an action in another app (e.g., Send Slack message). Map the fields and turn it on.
What You Can Automate
5 triggers, 3 actions, and 2 searches to build any workflow you need.
Triggers (start a Zap)
Actions (do something)
Searches (look up data)
Popular Zap Templates
One-click setup. Pick a template and you're automating in minutes.
Common Use Cases
Instant Lead Alerts
Get a Slack or Teams notification the second a new lead comes in. Never miss a hot prospect.
Lead Enrichment
When a lead is captured, automatically look up their company in Clearbit or LinkedIn and add details to the record.
Spreadsheet Backup
Automatically log every lead to Google Sheets or Airtable as a running backup alongside your CRM.
Follow-Up Emails
Trigger a personalized email via Gmail or Mailchimp the moment a lead is captured. Strike while the iron is hot.
Frequently Asked Questions
How do I connect Site2CRM to Zapier?
Search for "Site2CRM" in Zapier, click Connect, and sign in with your Site2CRM credentials. Zapier uses OAuth, so your password is never stored by Zapier.
Is the Zapier integration free?
Yes, the Site2CRM Zapier integration is included free on all plans (Starter, Pro, and AppSumo). Zapier has its own pricing based on task volume — their free plan includes 100 tasks per month.
What’s the difference between Instant and Polling triggers?
Instant triggers fire within seconds using webhooks. Polling triggers check for new data every few minutes. Most Site2CRM triggers are instant.
Can I use Zapier instead of the built-in CRM sync?
You can! But the built-in CRM sync is faster (sub-second) and doesn’t count against your Zapier task quota. We recommend using built-in sync for your primary CRM and Zapier for everything else.
How many Zaps can I create?
Unlimited. There’s no cap on the Site2CRM side. Zapier’s plan determines how many active Zaps you can run.
Do I need an API key?
No. Site2CRM uses OAuth with Zapier, so you just sign in with your email and password. No API key required.
Ready to automate your lead workflow?
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