Zero logoCRM integration

The referral layer for the AI-native CRM we run ourselves.

We chose Zero for our own go-to-market before building this integration, so it exists because we wanted it first. Sync companies, contacts, and deals between Introzy and Zero. Map your referral stages to Zero pipeline stages once, and every referral you track shows up on the Zero deal record with the introducer attached.

★

The CRM we chose for ourselves

We ran our own go-to-market on Zero before building this integration. It is the CRM we use every day, and the one we recommend if you are picking a CRM for the first time or ready to leave a legacy platform. Zero is an independent company (zero.inc), not an Introzy product.

Building the Zero integration (engineering) →Months on an AI-native CRM →CRM referral field kit (Zero section) →CRM vs PRM →Two-way CRM sync (engineering) →
Introzy · Referral pipeline
Meridian Works
Introduced by R. Okafor
Intro made
Fairhaven Group
Introduced by Linden & Cole
Won
Zero · Deals
Meridian Works
Source: R. Okafor
Discovery
Fairhaven Group
Source: Linden & Cole
Closed won
Illustrative data. Referrals tracked in Introzy appear on Zero deal records with the introducer attached, so attribution survives the handoff.

What the connection does

Company, contact, and deal sync with Zero
Referral stages mapped to Zero pipeline stages
Introducer attribution attached to synced deals
Workspace API-key connection with automatic workspace detection
WhatDirectionNotes
CompaniesTwo-wayKept aligned in both systems
ContactsTwo-wayPeople on synced companies ride along
DealsTwo-wayReferral deals map to Zero pipeline deals
StagesMappedPaired once in a guided setup
Referral attributionAttachedThe introducer is visible on every synced deal

How it connects

1

Connect your workspace

Paste a Zero workspace API key into Introzy settings. Single-workspace keys are detected automatically.

2

Map your stages

Pair your referral pipelines with Zero pipelines and map the stages once. Unmapped stages never sync, so nothing lands where you did not put it.

3

Referrals land attributed

Track the referral in Introzy and the Zero deal record carries the introducer, the stage, and the story of where the deal came from.

zero.incZero API documentationZero changelogZero blog

Useful on day one, whoever you are

For the team

  • Your pipeline lives in Zero, your referral program lives in Introzy, and neither side retypes anything.
  • When a referred deal closes in your pipeline, the introducer is already credited and the commission math is ready to start.
  • Partners see their referral progress in Introzy while your team works deals where it already works.

For the builder

  • Workspace-scoped API-key connection from Introzy settings; disconnect at any time.
  • 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. It keeps records updated automatically so nobody logs in to do admin. We ran our own go-to-market on it before building this integration, and Zero is now an Introzy partner.

Pairs well with Zero

Building the Zero CRM integration

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 →
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