CRM for agents and loan officers
A CRM Zapier integration that starts from clean lead events
lead.created and lead.updated from eight real-estate CRMs, to any Catch Hook.
Free tier on every product. No card.
{
"type": "lead.created",
"data": {
"crm": "follow-up-boss",
"view": "to_syncyak_acme_people_flat",
"records": [{ "id": "4821" }]
}
}- WhenCatch Hook: a new lead from your Parse inbox
- ThenCreate the contact in your CRM
- ThenText you the name and phone
- ThenStart your welcome email
A CRM Zapier integration is easiest when the CRM sends a clear event. SyncYak syncs your CRM, whether Follow Up Boss, Lofty, BoldTrail, CINC, HighLevel, Cloze, Brivity or KW Command, into a Google Sheet or your database and sends signed lead.created, lead.updated and lead.deleted events to any URL you add, including a Webhooks by Zapier Catch Hook.
Each event names the tab or table and the ids that changed; a Zap step or your code reads the full lead from there.
How it works
Connect your CRM to Zapier in three steps
Connect the CRM
Paste its API key or sign in at the vendor, name the connection, and choose the entities to sync. People sync by default.
Add a Catch Hook endpoint
In CRM settings, add an outbound webhook endpoint with your Zapier Catch Hook URL and pick the events.
Build the Zap
Use the event’s ids to look up the lead and continue with any app Zapier reaches.
Real estate CRM Zapier events, one format for every CRM
Events look the same whichever CRM they come from: Follow Up Boss, Lofty, BoldTrail, CINC, HighLevel, Cloze, Brivity and KW Command. A Zap built for one keeps working when you add another.
- lead.created, lead.updated, lead.deleted, sync.completed
- connection.failing and connection.recovered
- Up to 500 records per event, signed per endpoint
Zapier CRM automation, with a full copy behind it
Because every lead is also in your Google Sheet or database, a Zap is not your only copy. Reports and scoring read the sheet or SQL; Zapier handles the notifications and the hand-offs.
Use cases
CRM Zaps worth building
New lead alerts
A text or Slack message when a lead is created.
Stage changes
A task in your project tool when a lead moves stage.
Sync health
An alert when a connection starts failing.
Compare
Zapier alone, or Zapier with SyncYak
Both are useful; together they cover more.
| What matters | Zapier alone | SyncYak CRM |
|---|---|---|
| Triggers on new and updated leads | Where the CRM’s Zapier app offers them | Yes, the same events for eight CRMs |
| A full copy of your leads | No | Yes, in a Google Sheet or your own Postgres or MySQL |
| Write scores back from a sheet or table | Per Zap run | Field mapping, only changed rows |
| Portal lead emails parsed into fields | With an email parser step | Built into SyncYak Parse |
A general comparison of approaches, not a statement about Zapier’s plans or prices.
What you get with CRM sync
CRM sync copies every lead from Follow Up Boss, Lofty, BoldTrail, CINC, HighLevel, Cloze, Brivity and KW Command into a Google Sheet, on every plan with no database needed, or into a Postgres or MySQL database you own. In a sheet each object gets a tab and each lead a row, upserted by its CRM id, with deletions marked in _deleted and your own columns left alone; in a database you get a to_syncyak_<name>_people table and a _flat view with one typed column per field. Notes, tasks, deals and other entities can sync too where the CRM offers them.
Field mapping writes values back: map columns of a Google Sheet tab, or of a from_syncyak_ table, to CRM fields, and SyncYak writes changed rows into the leads. Write-back works with Follow Up Boss, Lofty, HighLevel and Cloze; BoldTrail, CINC, Brivity and KW Command sync one way. Free syncs 100 leads every 60 minutes from 1 CRM; Hobby, $29 a month, syncs 1,000 every 30 minutes from 2 CRMs and adds field mapping and real-time CRM webhooks.
- Every lead syncs on every plan; the plan sets the batch size and how often
- Signed outbound webhooks: lead.created, lead.updated, lead.deleted and sync.completed
- Invite links let whoever administers a CRM connect it without a SyncYak login
- A request log of every pull, webhook and push, kept for your plan’s window
Frequently asked questions
Something else? Write to [email protected] and a person answers.
Do events include the full lead?
They include the ids, table and view. Read the lead from the view, or use the id in a CRM lookup step.
Are events signed?
Yes, with the endpoint’s secret, shown once when you create it.
How many endpoints can I add?
Up to 20.
Is there a free plan for CRM?
Yes. CRM has a free tier with no card and no end date: 1 crm, 100 leads every hour, postgres or mysql destination. Paid tiers start at $29 a month, and you can move up or down at any time.
Can I use the other SyncYak products on the same account?
Yes. Email parsing, the mailbox API, CRM sync, error tracking and tunnels share one login, one team, one API key system and one bill. Each product has its own tier, so you only pay more for the one that grows.
Related
Related solutions
Start with CRM free
1 CRM, 100 leads every hour, Postgres or MySQL destination, free every month. Set up in minutes, and add the other SyncYak products on the same account when you need them.
Free tier on every product. No card.
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