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If your CRM isn’t one of Mailr’s native connections, Zapier gets you the same three jobs: campaigns that fire from your CRM’s activity, revenue credited to the campaign that earned it, and postcard leads pushed into your CRM.

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When to use Zapier

Use Zapier when your CRM isn’t on the CRM Connection list — ServiceTitan, Salesforce, Pipedrive, or anything else with a Zapier connector. If your software has no Zapier connector at all, or you have a developer who’d rather call Mailr directly, see Custom integration. Mailr says the same thing in-app, under “Using a different CRM?”:
“ServiceTitan and anything not listed above connect through the Mailr app for Zapier. Same triggers, lead sync, and revenue tracking.”
If your CRM is on the list, connect it natively instead. The Zapier page says so too: “Using HubSpot, Jobber, Housecall Pro, or another CRM listed on the CRM Connection page? Skip Zapier — the native connection has instant sync, no key handling, and the same triggers and tracking built in.” Connecting a native CRM also hides the Zapier options from the automation editor, so you’re never running two competing paths. See all integrations.

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Where Zapier lives in Mailr

Open Campaigns → Automations in the Mailr app and go to the Zapier page, also reachable from the “Using a different CRM?” link on the CRM Connection tab. It has two cards: Mailr app for Zapier and API keys.
Only the workspace Owner can create API keys, the same as connecting a CRM. Everyone else can read the page. See Team & roles.
Your keys are also listed under your workspace name → Manage account → API keys — the same list either way. As the page puts it: “Create a key here, copy it once, and paste it into the Mailr app in Zapier. Keys are scoped to your organization and can be revoked anytime.”

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What the Mailr app for Zapier can do

Actions are things a Zap makes Mailr do. Triggers are things Mailr tells Zapier about.

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Set it up

1

Create an API key in Mailr

On the Zapier page, create a key under API keys and copy it. It’s only shown once.
2

Add the Mailr app in Zapier

In Zapier, add the Mailr app and paste your key when prompted.
3

Build the Zap

Pick your CRM’s event as the Zap’s trigger, then add the Mailr action you want and map the fields — the install or job address is the one that always matters, because it’s what Mailr mails around.
4

Test it

Zapier’s Test trigger on New Lead returns a sample lead even before you have a real one, so you can map fields right away. From Mailr’s Lead Intake tab you can also press Send test event: “Turn the Zap on, then click Send test event below to push a sample lead all the way through to your CRM.” Check the result on your Leads page.

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Zap recipes worth copying

Trigger: your CRM — job or work order marked complete. Action: Mailr — Custom Postcard Campaign Trigger. Choose the automation that holds your postcard settings, and map the job’s service address to Install / Job Address. Every finished job quietly mails its street.
Trigger: your CRM — opportunity or deal moves to closed-won. Action: Mailr — Deal Won. Map the deal’s address and amount so the sale is credited to the campaign that mailed that home, and the address is added to your suppression list as a Customer. Pick an automation as well if you want the win to mail the neighbors at the same time.
Trigger: Mailr — New Lead. Action: your CRM’s Create or Update Contact step, mapping name, email, phone and the split-out address fields. Add a second action to text or email the office so someone calls while the card is still on the counter.
If your CRM can’t connect through Zapier at all, Lead Intake has a “Direct lead delivery (advanced)” card: set Lead destination to Direct endpoint and paste a public https:// URL to receive each new lead. Failed deliveries retry automatically. Mailr’s own advice: “Prefer the Zapier app above — use direct delivery only if your CRM can’t connect through Zapier.” A developer can also subscribe an endpoint through the API instead — see Custom integration.

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Next steps

Automate campaigns

Build the automation your Zap will call.

Leads

Where postcard leads show up in Mailr.

How attribution works

How a won deal gets credited to a campaign.

All integrations

Check whether your CRM connects natively first.