> For the complete documentation index, see [llms.txt](https://nationgraph.gitbook.io/nationgraph/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://nationgraph.gitbook.io/nationgraph/help-center/readme/integration-overview/crm-integrations/zapier-integration.md).

# Zapier Integration

Connect NationGraph to thousands of apps through Zapier, so your team can route signals, institutions, and automation output into the tools you already use.

{% embed url="<https://vimeo.com/1198617198>" %}

Use Zapier when your team works in a CRM or workflow tool beyond HubSpot or Salesforce.

This is the fastest way to route NationGraph data into the rest of your stack.

Common destinations include:

* Pipedrive
* Zoho CRM
* Email and workflow tools that support Zapier

{% hint style="info" %}
Zapier works best when you need broader tool coverage, not a deep native CRM setup.
{% endhint %}

### When to use Zapier

Use Zapier when you need to:

* send NationGraph data into another CRM
* hand off records to an outbound or ops workflow
* connect automation output to tools your team already uses

If you use HubSpot or Salesforce, use the native integrations first.

### Recommended setup pattern

{% stepper %}
{% step %}

#### Choose the NationGraph workflow

Start with the workflow that should trigger the handoff.

This is usually a Signal, a mapped institution, or an automation result.
{% endstep %}

{% step %}

#### Build the Zap

Create a Zap that receives the NationGraph data and sends it to the destination app.

Map only the fields your team will actually use.
{% endstep %}

{% step %}

#### Test with a small batch

Run a small test first.

Check field mapping, formatting, and duplicate behavior before scaling up.
{% endstep %}

{% step %}

#### Turn on the workflow

Once the test looks clean, enable the Zap for your full workflow.
{% endstep %}
{% endstepper %}

### Recommended fields

Start with a small, stable field set:

* **NationGraph ID**
* institution name
* owner or rep
* signal type or automation category
* date fields your downstream tool needs

{% hint style="warning" %}
Test dedupe rules before you send live data into a CRM. This helps avoid cleanup later.
{% endhint %}

### Best practices

* Keep the first Zap narrow.
* Use clear field names.
* Add more mappings only after the first sync works.

### Related pages

* [CRM Integrations](/nationgraph/help-center/readme/integration-overview/crm-integrations.md)
* [Advanced CRM Actions](/nationgraph/help-center/readme/integration-overview/crm-integrations/advanced-crm-actions.md)
* [Sync automation results to your CRM](/nationgraph/help-center/readme/automations-overview/sync-automation-results-to-your-crm.md)


---

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