Zapier

Last updated: August 2026

Catch CRM connects to Zapier, so you can link it to 6,000+ apps with no code. Use 5 triggers (new lead, job status changed, estimate approved, payment received, review received) and actions like create lead, create or update contact, and create job. Most people build a Zap in about 5 minutes.

How do I connect Catch CRM to Zapier?

In Zapier, search for Catch CRM and add it. When asked, paste the API key from Settings, Developer. Then pick a trigger (something that starts the Zap) or an action (something the Zap does in Catch CRM).

What triggers are available?

Trigger	Fires when
New lead	A lead comes in from any source.
Job status changed	A job moves between statuses.
Estimate approved	A customer signs an estimate.
Payment received	A payment succeeds on an invoice.
Review received	A new review lands.

What actions are available?

Action	What it does
Create lead	Add a new lead to your pipeline.
Create or update contact	Upsert a contact by email or phone.
Create job	Schedule a job for a contact.
Add note	Attach a note to a contact or job.
Start automation	Enroll a contact in an automation.

5 Zap recipes to start with

Recipe	When this happens	Do this
Facebook Lead Ads to Catch CRM So a form fill becomes a lead in your pipeline in seconds.	New lead in Facebook Lead Ads	Create lead in Catch CRM
Website form to Catch CRM For quote forms that do not use the booking widget.	New entry in Typeform, Jotform, or Google Forms	Create lead in Catch CRM
New review to Slack So the whole team sees a fresh 5-star review.	Review received in Catch CRM	Send channel message in Slack
Payment to spreadsheet A simple running log for your bookkeeper.	Payment received in Catch CRM	Create row in Google Sheets
Finished job to email list So past customers get your seasonal reminders.	Job status changed to done in Catch CRM	Add or update subscriber in Mailchimp

Recipe 1 has a full walkthrough in Connect Facebook Lead Ads to your CRM. For raw signed payloads instead, see webhooks.

Zapier: common questions

How do I connect Catch CRM to Zapier?

In Zapier, search for Catch CRM, then paste the API key from Settings, Developer when asked. Pick a trigger or action and Zapier walks you through the rest in about 5 minutes.

What can trigger a Zap from Catch CRM?

Five triggers: new lead, job status changed, estimate approved, payment received, and review received. They match the 5 webhook events.

Should I use Zapier or webhooks?

Use Zapier for no-code links to common apps. Use webhooks when you host your own endpoint and want the raw, signed payload. Both fire on the same events.

Is Zapier included in my plan?

The Zapier connection is available on every paid plan. A Zapier account is separate and may have its own task limits.