Zapier Integrations & Webhooks

Simple Mobile CRM features a Zapier integration so you can push events from the CRM into Google Sheets, Slack, your task tool, your accounting system — anywhere Zapier can reach.

The integration is a paid feature (subscriber tier or higher).

What you can trigger on

There are two primary events you can build Zaps on top of:

Trigger	Fires when…	Payload includes
New Note	A new note is created or saved on an email in your CRM.	The note's content, the email it's attached to (sender, subject, snippet, date), and your CRM user info.
New Contact	A new contact is added to your CRM.	The contact's name, email, phone, and basic CRM context.

Both triggers use the standard Zapier webhook pattern. When the event happens on our side, we automatically POST the data to the URL Zapier provides. You don't need to poll.

Before you start

An active paid Simple Mobile CRM subscription.
A Zapier account (free or paid, depending on Zapier's own plans).

How to set up a Zap

Step 1 — Start a new Zap in Zapier

In Zapier, create a new Zap and search for Simple Mobile CRM as the trigger app.

Step 2 — Pick the trigger

Choose either New Note or New Contact, depending on what you want to react to.

Step 3 — Connect your CRM account

Zapier will ask you to sign in to Simple Mobile CRM and authorize it. Use the same Google account as your paid CRM subscription.

Step 4 — Pick your action

The action is anything Zapier supports (e.g., append a row in Google Sheets, post a message in Slack). Map the fields from our trigger payload into your desired action.

Step 5 — Turn the Zap on

Test the trigger, confirm a sample event flows end-to-end, then enable the Zap. From here on, any new note (or new contact) will fire automatically.

Common use cases

Notes → Google Sheets: Keep a running log of every note you take, with the email subject and date, for audits or weekly reviews.
Notes → Slack: Post a Slack message to a team channel whenever someone writes a customer note.
New contact → CRM-of-record: Mirror new CRM contacts into another system (e.g., HubSpot, Pipedrive).
New contact → Email tool: Drop new contacts into a mailing list automatically.

Troubleshooting

Zapier says it can't find a sample. You probably haven't created a note (or contact) yet since enabling the Zap. Create one manually to give Zapier data to read.

The Zap fires but the payload is missing fields. Empty notes are intentionally skipped by the integration. Ensure the note you are testing actually contains body content.

I'm seeing duplicate fires. A note that gets edited multiple times in quick succession can fire more than once. If that's a problem, debounce on the Zapier side (e.g., add a delay and de-dupe by the email's thread ID).

I unsubscribed in Zapier but I'm still receiving webhooks. Disable and re-enable the Zap, or delete it entirely. If webhooks are still arriving, contact support and include the hook URL.

Quick answers

Is Zapier free? Our integration is included with a paid CRM subscription. Zapier itself has its own free and paid tiers.

Can I write to my CRM from Zapier (the other direction)? Not currently. The integration is strictly one-way (events flowing out of the CRM to other apps).

I'm seeing duplicate fires. A note that gets edited multiple times in quick succession can fire more than once. If that's a problem, debounce on the Zapier side (e.g., add a delay and de-dupe by the email's thread ID).

What payload does the New Note trigger send? Subject, sender, snippet, date, the note's content, and CRM-user identifiers. Use your Zap's "Test trigger" output to view the exact field names.