Connect your external applications with Squirrels.ai via Zapier

By using Zapier as an integration hub, you can automatically pull contacts into your Squirrels.ai missions from everyday tools like Excel Sheets, Google Forms, HubSpot, or any platform without setting up custom integrations between systems.

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At a glance
Integration type

Automated contact/data import (via Zapier)

Supported sources

Excel Sheets, HubSpot, & 5k+ app

Authentication

OAuth (No API key needed)

Setup time

About 5 minutes

On this page

Overview

How it works

1

Set up your source application in Zapier

Identify your trigger event, such as a new contact created/updated in CRM, and authenticate your external source account.

2

Set up Squirrels.ai in Zapier

Choose the “Add Contact to Mission” action and map incoming data fields directly to your target Squirrels.ai mission.

3

Start the Zap

Run a quick integration test to verify the connection, publish your workflow, and let Zapier automatically sync new contacts.

Before you start

  • A Zapier account with permissions to create and publish Zaps.
  • An active Squirrels.ai mission where you want to route and process your incoming contacts.
  • Access and credentials for your source application (such as Google Sheets, a web form, or a CRM) you intend to use as your trigger source.
1

Link Zapier as an external system in Squirrels.ai

Before setting up your workflow in Zapier, authorize your target mission to accept contacts via Zapier.

  1. Log in to your Squirrels.ai dashboard.
  2. Open your target mission (e.g., your AI SDR mission).
  3. Go to Upload Contacts – select Connect via API.
Squirrels.ai Upload Contacts screen with Connect via API selected
  1. Choose Zapier from the integration dropdown menu and click Connect.
Selecting Zapier from the integration dropdown in Squirrels.ai
2

Build a Zap in Zapier

  1. Log in to your Zapier account and click Create Zap.
Logging in to Zapier and clicking Create Zap

A. Configure the Trigger (Source System)

  1. Search for and select your source app (If you cannot find it in the search, use this to connect/add the Squirrels.ai app on Zapier).
  2. Choose your Trigger Event (e.g., a new or updated spreadsheet row or a recently created/updated contact).
Zapier Trigger panel showing app selection and trigger event options
Zapier Trigger configuration panel showing app selection and trigger event options.
  1. Connect your source app account and configure the setup, if required.

B. Configure the Action (Squirrels.ai)

  1. In the Action step, search for and select Squirrels.ai (If you cannot find it in the search, use this to connect/add the Squirrels.ai app on Zapier).

Searching for and selecting Squirrels.ai as the action app in Zapier
  1. Select the Action Event: Add Contact to Mission.
Zapier Action setup with Squirrels.ai selected and Add Contact to Mission chosen
Zapier Action setup screen showing Squirrels.ai selected as the destination app with 'Add Contact to Mission' chosen.
  1. Connect your Squirrels.ai account when prompted and authorize the connection.
  2. Select the target Squirrels.ai Mission you connected in Step 1.
Selecting the target Squirrels.ai mission in Zapier
  1. Map contact fields and verify mandatory data. Map the incoming data fields from your source system to the corresponding fields in Squirrels.ai.
Zapier field mapping source fields to Squirrels.ai fields like First Name, Email, Mobile, and Company
Zapier field mapping section displaying source fields mapped to Squirrels.ai fields like First Name, Email, Mobile, and Company.
3

Test and publish your Zap

  1. Click Test Step in Zapier to send the test contact into your Squirrels.ai mission.
Clicking Test Step in Zapier to send a test contact to Squirrels.ai
  1. Switch to your Squirrels.ai mission dashboard and verify that the test contact appears in the contact list.
The test contact from Zapier appearing in the Squirrels.ai mission contact list
  1. Click Publish Zap. Once active, Zapier will check for new data every 15 minutes and push new contacts straight into your mission.
Support

Troubleshooting checklist

Contacts failing to sync? Work through the three checks below in order.

Ready to automate your workflows?

Connect your everyday tools via Zapier and let AI agents seamlessly sync, process, and act on incoming data across your entire mission.

Connect via Zapier