Introzy
Meridian Works
Intro madeIntroduced byR. Okafor
CRM integrationReferral opportunities connected to your workflow
Your CRM
Meridian Works
DiscoveryPipelineSales
Track a referral in Introzy and connect it to the sales workflow your team already uses. Companies, contacts, and deals push from Introzy to Zero with Introzy as the source of truth. Map referral stages once; unmapped stages never sync.
What the connection does
Companies, contacts, and deals pushed from Introzy to Zero
Referral stages mapped to Zero pipeline stages
Unmapped stages skip sync instead of guessing
Workspace API-key connection with automatic workspace detection
Connect once. Map your workflow.
1
Connect your Zero workspace.
Paste a workspace API key in Introzy settings. Credentials stay with the connection provider — Introzy stores the connection id, not the key.
Zero CRM
•••••••••••••••••••• demo-key
ConnectWorkspace: Acme Demo
2
Choose where referrals should go.
Pick the Zero pipeline that should receive referral deals from Introzy.
Where referrals should go
Zero pipeline
Sales · Default
Introzy pipeline
Referrals
3
Match the workflow your team already uses.
Map each Introzy referral stage to a Zero stage. Anything unmapped is skipped on purpose.
Stage mapping
Intro madeDiscovery
Meeting bookedQualified
WonClosed won
Useful on day one, whoever you are
For the team
- Your pipeline lives in Zero, your referral program lives in Introzy, and referrals push to Zero when connected.
- Partners see referral progress in Introzy while your team works deals in Zero.
- Disconnect anytime from Introzy settings without wiping your Zero records.
For the builder
- Workspace-scoped API-key connection from Introzy settings; the key is not stored in Introzy.
- Referral pipelines pair with Zero pipelines, with per-stage mappings you control.
- Stage mapping is strict by design: an unmapped stage skips the sync instead of guessing.
Questions
Questions teams ask
Zero (zero.inc) is an AI-native CRM for high-growth companies. We ran our own go-to-market on it before building this integration, and Zero is now an Introzy partner.
Pairs well with Zero
Zero CRM integration: building a sync that refuses to guess
The engineering story: what we learned shipping outbound sync first, and the stage-mapping decisions that followed.
Read more →Months on an AI-native CRM
What admin disappeared, what moved, and what stayed human after running our GTM on Zero.
Read more →What is an AI PRM?
How an AI partner manager complements an AI-native CRM, and where Kai fits.
Read more →
Ready to connect Zero?
Start free, paste a workspace key, and map your stages when you are ready.
Free for up to 5 active referrals. See plans
Connect referrals to your CRM workflow.
Track your referrals free