How to Connect a CRM Sub-Account with Zapier

About Connecting a Sub-Account with Zapier

Zapier enables your CRM to exchange data with thousands of other applications. By using the official CRM integration app in Zapier, you can authenticate with your CRM login credentials and select a specific sub-account to connect. This allows you to build automated workflows (called Zaps) that can create or update contacts, move data between systems, and trigger actions based on events in your CRM.

Key Benefits

Connecting your CRM sub-account to Zapier offers several advantages for streamlining your business processes.

• Rapid Automation: Automate tasks across a wide range of apps without writing any code.
• Sub-Account Specific: Connect a single sub-account to keep data organized and separate from other accounts.
• Simple Authentication: Use your standard CRM email and password—no complex API keys are needed for this connection method.
• Easy Management: You can view, manage, or remove the connection at any time from within your Zapier account settings.

How to Connect a Sub-Account to Zapier

Follow these steps to link a specific sub-account from your CRM to Zapier.

1. Log in to your Zapier account.
2. From the home screen, click Create and then select Zaps.
3. In the Zap editor, click on the Trigger block.
4. Search for and select the official CRM app from the list.
5. Choose a Trigger Event, such as when a contact’s pipeline stage changes.
6. In the Account section of the trigger setup, click the Sign In button.
7. You will be redirected to a login screen. Enter your CRM email address and password.
8. After authenticating, you will be prompted to select which sub-account you want to connect to Zapier.
9. Once you select the sub-account, the connection will be established. You will see the CRM app listed under your connected accounts in the Zap setup, confirming the integration is active.

How to Disconnect the CRM Integration from Zapier

If you need to remove the connection, follow these steps.

1. On the Zapier homepage, navigate to App Connections in the left-hand menu.
2. Locate the entry for your CRM integration in the list.
3. Click the three-dot menu (•••) next to its name.
4. Select Delete to remove the connection.

Frequently Asked Questions

What is the name of the CRM app in Zapier?

Search for the official, white-labeled integration name provided for your CRM platform, not a generic or alternative name.

Can I change which sub-account is connected later?

Yes. You can add a new connection for the CRM app in Zapier and select a different sub-account during the authentication process. You can then update your existing Zaps to use the new connection.

How do I completely remove the integration?

Go to App Connections in your Zapier account, find the CRM integration, open its menu, and choose Delete.

Do I need an API key to connect?

No. The standard connection method uses your CRM login credentials (email and password); an API key is not required.