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How to send leads to your CRM

Learn how to integrate comarketing with your CRM via Zapier.

Lex Morrow avatar
Written by Lex Morrow
Updated over 6 months ago

Connect your comarketing account to Zapier


Step 1: Get Your API Key from Comarketing

  1. Select your profile

  2. Click API Keys

  3. Copy your API key


Step 2: Set Up the Trigger in Zapier​

  1. Go to zapier.com and click Create Zap.

  2. Click Trigger Event

  3. Search for and select Comarketing.com from the app list.

  4. Click Sign in to connect your comarketing account.

  5. Paste your API key into the prompt.

Zapier and comarketing are now integrated!🎉


Send Comarketing Leads to Your CRM

Now that Zapier is connected to comarketing, you’ll set up the action: what happens when a new lead comes in.


Step 3: Choose Your CRM + Define the Action

  1. Search for and select your CRM

  2. Choose your Action Event (usually “Create/Update Contact”).

  3. Sign into your CRM.

  4. Enter any required API keys or credentials for your CRM.

  5. Click Yes, Continue.


Step 4: Map Your Lead Data

  1. In Zapier, click Continue.

  2. Match fields from your comarketing form to your CRM fields:

    • Name

    • Email

    • Phone Number

    • Requested Service

    • Anything else you use in your workflow

You don’t need to map every field—just the ones that matter.


Optional: Want to Split First + Last Name?

If your CRM requires separate first and last name fields, you'll need to insert a formatter step between the trigger and action.


Step 5: Finalize and Test

  1. Click the + icon in each field to insert values from your comarketing form.

  2. Complete any remaining field mapping.

  3. Run a test to make sure data flows correctly into your CRM.

  4. Once successful, publish your Zap.


Success!

Your integration is now live. Leads submitted through comarketing will automatically appear in your CRM—ready for follow-up.

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