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Zapier Integration

Connect Winnerr CRM with thousands of apps to automate your real estate workflows, save time, and never miss a lead. With our Premium Automation Engine, you get full observability and enterprise-grade security right inside your CRM.

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Overview

The Zapier integration enables you to:
  • Build multi-step workflows right from the Winnerr dashboard using Embedded Templates.
  • Trigger automations when events occur in Winnerr (new leads, deal updates, etc.)
  • Perform actions in Winnerr from other apps (create contacts, map to Custom Fields, etc.)
  • Monitor active workflows and replay failed webhooks using the built-in Audit Drawer.
  • Secure your data with Service Accounts and Granular OAuth Scopes.

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Getting Started

1

Navigate to the Command Center

Go to Settings → Integrations → Zapier in the Winnerr CRM dashboard.
2

Connect Your Account

Click the “Connect Zapier” button in the Connection Status card. This opens a secure window to authenticate your account via OAuth 2.0.
3

Use Embedded Templates

Once connected, you can browse “Featured Workflows” right on the page. Click any template (e.g., “Facebook Leads → Winnerr”) to configure it without ever leaving the CRM!

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Observability & Audit Ledger

Winnerr provides deep visibility into your active automations to ensure you never lose data.
  • Active Data Streams: View all your active Zaps, their webhook IDs, and their health status directly from the Overview tab.
  • Audit Drawer (Dead Letter Queue): If a Zapier webhook fails, it will appear under “Delivery Issues”. Click the failure to open the Audit Drawer, view the exact raw JSON payload that failed, and read a human-friendly translation of the error. If it’s a temporary network error, you can click “Force Retry Now”.

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Enterprise Governance

For teams requiring strict IT controls, navigate to the Access Controls tab in the Zapier Command Center:
  • System Bot Identity: Generate Service Accounts so your Zaps aren’t tied to a single employee’s personal account. If the employee leaves, your automations won’t break.
  • Granular Scopes: Instead of granting universal read/write access, explicitly toggle what Zapier is allowed to access (e.g., allow write:contacts but revoke read:analytics).

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Available Triggers

Triggers start your Zaps when specific events happen in Winnerr CRM.

New Lead

Triggers when a new contact is created in your CRMAvailable Filters:
  • Lead source
  • Tags
  • Minimum lead score

Deal Stage Change

Triggers when a deal moves to a new stageAvailable Filters:
  • Specific pipeline
  • Target stage
  • Minimum deal amount

Call Completed

Triggers when a phone call endsAvailable Data:
  • Call duration
  • Transcription
  • Sentiment analysis

Email Sent

Triggers when an email is sent from CRMAvailable Filters:
  • Email template used
  • Has attachments
  • Recipient domain

Property Added

Triggers when a new property is listedAvailable Filters:
  • Property type
  • Price range
  • Location

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Available Actions

Actions are what your Zaps do in Winnerr CRM.

Create Contact

Add a new lead to your CRMFeatures:
  • Automatic deduplication
  • Lead scoring
  • Tag assignment

Update Deal

Modify deal details or stageCapabilities:
  • Change deal stage
  • Update amount
  • Add notes

Send Message

Send SMS or email messagesOptions:
  • Use templates
  • Schedule delivery
  • Track engagement

Find Contact

Search for existing contactsSearch By:
  • Email or phone
  • Name
  • Tags

Find Deal

Search for deals in your pipelineSearch By:
  • Deal title
  • Stage or pipeline
  • Amount range

Bulk Create Contacts

Import multiple contacts at onceFeatures:
  • Duplicate detection
  • Batch processing
  • Error handling

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Common Use Cases

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Lead Capture Automation

Automatically create leads from multiple sources: 
Trigger: Facebook Lead Ad
Action: Create Contact in Winnerr

Field Mapping:
- First Name → First Name
- Last Name → Last Name
- Email → Email
- Phone → Phone
- Lead Source → "Facebook"
- Tags → ["social_media", "buyer"]

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Deal Pipeline Automation

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Notify team when high-value deals progress

Trigger: Deal Stage Change Filter: Amount > $500,000 Actions:
  1. Send Slack message to team channel
  2. Create calendar event for closing
  3. Generate document checklist
  4. Update CRM dashboard

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Communication Workflows

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Follow up on completed calls

Trigger: Call Completed Filter: Duration > 5 minutes Actions:
  1. Create follow-up task in Asana
  2. Send summary email to client
  3. Update contact score (+10)
  4. Log activity in spreadsheet

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Field Mapping Reference

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Contact Fields

Winnerr FieldZapier FieldTypeRequired
First Namefirst_nameStringYes
Last Namelast_nameStringYes
EmailemailEmailNo
PhonephonePhoneNo
SourcesourceStringNo
TagstagsArrayNo
StatusstatusSelectNo
CompanycompanyStringNo
NotesnotesTextNo

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Deal Fields

Winnerr FieldZapier FieldTypeRequired
TitletitleStringYes
AmountamountNumberNo
Stagestage_idDropdownNo
Pipelinepipeline_idDropdownNo
PriorityprioritySelectNo
Close Dateexpected_close_dateDateNo

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Advanced Features

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Dynamic Dropdowns

Many fields support dynamic options that update based on your CRM data:
  • Pipelines & Stages: Automatically populated from your custom pipelines
  • Users: Shows all team members in your organization
  • Tags: Suggests existing tags from your database
  • Templates: Lists your email and SMS templates

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Webhook Security

All webhooks are secured with HMAC-SHA256 signatures to ensure data integrity.
Never share your webhook URLs or secrets. Treat them like passwords.

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Rate Limits

To ensure reliable performance for all users:
  • Triggers: 60 requests per minute
  • Actions: 30 requests per minute
  • Search: 20 requests per minute
  • Bulk Operations: 10 requests per minute

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Troubleshooting

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Common Issues

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Error Messages

ErrorMeaningSolution
Rate limit exceededToo many requestsWait 1 minute and retry
Contact already existsDuplicate detectedUse “Find Contact” first
Invalid phone formatPhone validation failedUse E.164 format (+1234567890)
Organization not foundPermission issueRe-authenticate connection

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Best Practices

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1. Use Filters Wisely

Only trigger Zaps for relevant events to avoid unnecessary runs: 
Good: Trigger on leads with score > 70
Bad: Trigger on all leads then filter later

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2. Handle Errors Gracefully

Add error handling steps to your Zaps: 
1. Try: Create Contact
2. If Error: Find Existing Contact
3. Then: Update Contact

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3. Test Before Going Live

Always test your Zaps with sample data before turning them on.

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4. Monitor Usage

Check your Zapier task usage regularly to optimize workflows.

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API Reference

For developers building custom integrations:
  • Base URL: https://api.winnerrcrm.com/api/zapier
  • Authentication: OAuth 2.0 via Clerk
  • Format: JSON
  • Webhook Signature: HMAC-SHA256
See our API documentation for detailed endpoint information.

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Support

Need help with your Zapier integration?

Documentation

Detailed API docs

Support

Contact our team

Community

Ask the community

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Coming Soon

We’re constantly improving our Zapier integration. Coming features:
  • 🤖 AI-powered workflow suggestions based on your CRM usage
  • 📈 Advanced analytics triggers
  • 🔄 Two-way sync for all objects
  • 🎯 Conditional logic in actions
Ready to automate? Start building your first Zap and save hours every week!