> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getmailr.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Mailr is a direct-mail marketing platform for US home-services contractors. Each postcard is personalized with an AI-enhanced image of the recipient's own home and a unique QR code that leads to a personalized landing page. Campaigns can target a neighborhood the customer draws on a map, the homes around past jobs they upload or import, or fire automatically from their CRM. Mailr does not mail an uploaded recipient list. When answering questions, prefer the exact steps and UI labels from these docs, and direct users to app.getmailr.com to sign in. For anything involving account-specific data, billing disputes, or mail that appears lost, direct the user to support@getmailr.com.

# Zapier

> Use the Mailr app for Zapier to trigger postcard campaigns, record revenue, and sync leads with any CRM Zapier supports, like ServiceTitan or Salesforce.

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.

## 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](/integrations/custom). 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."*

<Tip>
  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](/integrations/overview).
</Tip>

## Where Zapier lives in Mailr

Open **Campaigns → Automations** in [the Mailr app](https://app.getmailr.com) 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**.

<Warning>
  Only the workspace **Owner** can create API keys, the same as connecting a CRM. Everyone else can read the page. See [Team & roles](/account/team-and-roles).
</Warning>

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."*

## What the Mailr app for Zapier can do

**Actions** are things a Zap makes Mailr do.

| Action                               | What it does                                                                                                                                                                                                                                                                                                                                                                                                 |
| ------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Custom Postcard Campaign Trigger** | Queues a neighbor postcard campaign from **any** CRM event you choose — a new lead, a quote sent, an appointment booked. You decide when it fires with the Zap's own trigger step. You map the **Automation** (a dropdown of your automations by name), the **Install / Job Address** (required), and optionally the **Customer Name** and **Deal / Job ID**.                                                |
| **Deal Won**                         | When a deal is won, credits its revenue to the campaign that mailed that address and adds the address to your suppression list as a **Customer** so later campaigns skip it. Pick an **Automation** as well and it *also* mails that install's neighbors. You map the deal address, amount, deal id, close date and contact name/email. A deal Mailr can't match to a mailed address simply records nothing. |
| **Sync New Lead**                    | Records a lead that came in through your CRM as an address-matched result in Mailr, if its address matches a campaign you mailed. Leads that don't match are ignored. No automation needed.                                                                                                                                                                                                                  |

**Triggers** are things Mailr tells Zapier about.

| Trigger      | What it does                                                                                                                                                                                                                                                                                                                  |
| ------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **New Lead** | Fires **instantly** when someone submits one of your Mailr postcard landing pages. It hands Zapier the name (plus first and last separately), email, phone, the address broken out into street, city, state, postal code and country, latitude and longitude, the message, the campaign, and any custom answers on your form. |

## Set it up

<Steps>
  <Step title="Create an API key in Mailr">
    On the Zapier page, create a key under **API keys** and copy it. It's only shown once.
  </Step>

  <Step title="Add the Mailr app in Zapier">
    In Zapier, add the **Mailr** app and paste your key when prompted.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](/results/leads) page.
  </Step>
</Steps>

## Zap recipes worth copying

<AccordionGroup>
  <Accordion title="Mail the neighbors after every completed job">
    **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.
  </Accordion>

  <Accordion title="Book revenue when a deal closes, and mail that street too">
    **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.
  </Accordion>

  <Accordion title="Get postcard leads into your CRM the second they arrive">
    **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.
  </Accordion>
</AccordionGroup>

<Note>
  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](/integrations/custom).
</Note>

## Next steps

<CardGroup cols={2}>
  <Card title="Automate campaigns" icon="workflow" href="/campaigns/automations">
    Build the automation your Zap will call.
  </Card>

  <Card title="Leads" icon="user-plus" href="/results/leads">
    Where postcard leads show up in Mailr.
  </Card>

  <Card title="How attribution works" icon="target" href="/results/attribution">
    How a won deal gets credited to a campaign.
  </Card>

  <Card title="All integrations" icon="plug" href="/integrations/overview">
    Check whether your CRM connects natively first.
  </Card>
</CardGroup>