eWay-CRM and Zapier: what syncs, what doesn't, and how to set it up
Zapier reads and writes six eWay-CRM record types: companies, contacts, deals, projects, tasks and journals. It polls on a schedule, and eWay-CRM does not state which plan includes it.
- Connector
- Zapier marketplace app for eWay-CRM; eWay-CRM presents the connector and its Zap templates as its own work. No separate connector fee is listed.
- Sync direction
- Zap-based, one Zap per direction: eWay-CRM → other apps through triggers, other apps → eWay-CRM through actions
- Setup time
- Not stated by either vendor; each Zap is built separately
- Availability
- Zapier Free, Professional, Team and Enterprise (Free polls every 15 minutes, two-step Zaps only); eWay-CRM plan requirement not documented
- Our rating
- 4 out of 5. Triggers, saves and searches on six record types; polling runs every 15 minutes on Zapier Free and no eWay-CRM plan is named.
| What | Direction | Detail |
|---|---|---|
| Company changes | eWay-CRM → Zapier | The trigger "New or Updated Company" returns a company when it is created or edited. Zapier polls on a schedule. |
| Contact changes | eWay-CRM → Zapier | The trigger "New or Updated Contact" works the same way. Use it to push new contacts to a mailing tool or a spreadsheet. |
| Deal changes | eWay-CRM → Zapier | The trigger "New or Updated Deal" fires on new and edited deals. It is the base for deal alerts and invoicing hand-offs. |
| Project, task and journal changes | eWay-CRM → Zapier | Three more polling triggers: New or Updated Project, Task and Journal. |
| Create or edit companies, contacts and deals | Zapier → eWay-CRM | The "Save a Company", "Save a Contact" and "Save a Deal" actions create a record or edit an existing one. Deals take company, contact person, estimated revenue, probability and estimated close date. |
| Create or edit projects, tasks and journals | Zapier → eWay-CRM | "Save a Project", "Save a Task" and "Save a Journal" work like the record actions above. Tasks require a subject, a delegator and a solver. |
| Record lookups | Zapier → eWay-CRM | Find actions return a company, contact, deal, project, task or journal. "Find a Drop-Down Menu Value" returns a drop-down item and its GUID. |
Setting it up
- Create a Zapier account. The Free plan is enough for a two-step Zap: one eWay-CRM step and one other app.
- Open the eWay-CRM page in the Zapier app directory and pick a template, or start a Zap from scratch.
- Set eWay-CRM as the trigger ("New or Updated ...") to send data out, or as the action ("Save a ...") to write data in.
- Connect your eWay-CRM account when Zapier asks. The pages read do not list the credential fields, so ask eWay-CRM support if the prompt is unclear.
- Map fields, run Zapier's test, and turn the Zap on. Check the first records in eWay-CRM before you build a second Zap.
Where the integration stops
- Triggers poll; none are instant. Zapier checks for new data every 15 minutes on the Free plan, every 2 minutes on Professional and every 1 minute on Team and Enterprise.
- It is not a sync engine. Each direction is its own Zap. The listing shows no delete action, and neither vendor documents conflict handling, so two Zaps that edit the same field need your own rules.
- The eWay-CRM plan is not documented. eWay-CRM's price page does not list Zapier under Free, Lite, Standard or Plus. It lists the API under Standard. Confirm with eWay-CRM before you plan around it.
- Only six record types appear. Emails, documents and marketing campaigns have no trigger or action in the listing. For those, the eWay-CRM API is the route.
- Zapier's own limits apply. The Free plan has two-step Zaps and 100 tasks per month, and every step uses tasks. Zapier lists unlimited premium apps as a Professional feature, which matters if the other app is marked premium.
Zapier connects eWay-CRM to the other apps in its directory through triggers, create-or-update actions and searches. It suits teams that want a few specific flows, such as a form submission becoming a deal, and have no developer to build them. Zapier's own listing for eWay-CRM was checked on 15 November 2026. WeekCRM's Zapier page covers the platform itself.
The fact that surprises teams: eWay-CRM's 2021 interview describes the integration as one-way into eWay-CRM. The current Zapier listing shows triggers for six record types, so data can also leave eWay-CRM. But Zapier polls on a schedule. On the Free plan that is every 15 minutes.
Six record types, read and write
The listing covers companies, contacts, deals, projects, tasks and journals. Each type has a "New or Updated" trigger, a "Save" action and a "Find" action. A Save action creates a record or edits an existing one.
That covers the core objects of a small sales team. The Save actions expose long field lists: billing and physical addresses on companies, estimated revenue and probability on deals, payment terms on projects. Emails, documents and marketing campaigns do not appear.
eWay-CRM's January 2025 post gives an example of what this allows. A Zap can create a deal when a project is completed, for a renewal process. Both trigger and action sit inside eWay-CRM in that case.
One Zap per direction, not a sync
Zapier does not mirror two databases. You build one Zap to send eWay-CRM changes out and another to write changes in. Neither vendor documents how the two interact, and the listing has no delete action.
Two-way flows therefore need care. If one Zap writes a field that another Zap watches, you can create a loop. Use a filter, or limit each Zap to fields the other does not touch.
eWay-CRM's interview points teams that need two-way directory sync with an ERP to the eWay-CRM API instead of Zapier.
Plans and cost on both sides
Zapier's Free plan allows two-step Zaps and 100 tasks per month. Professional starts from $19.99 per month and adds multi-step Zaps and unlimited premium apps. Polling drops from 15 minutes to 2 minutes on Professional.
The eWay-CRM side is less clear. The Zapier page names no required plan. The eWay-CRM price page lists Microsoft Teams, Power BI and WordPress on Free, Power Automate on Lite, and the API on Standard. Zapier is not on that list.
Ask eWay-CRM support which plan includes the connector before you build around it. The eWay-CRM page offers help from its team.