Zapier Integration Guide

Zapier Integration Guide

Connect LeadConduit to thousands of apps through Zapier. Learn to create Zaps, handle data transformations, and build powerful automations without coding.

📍 You Are Here

You need to connect LeadConduit to apps that don't have direct integrations. Zapier provides the bridge, allowing you to send leads to 5,000+ applications and automate complex workflows.

🎯 What You'll Learn

• Zapier fundamentals with LeadConduit
• Creating your first Zap
• Data mapping strategies
• Multi-step workflows
• Error handling
• Performance optimization

🔌 Understanding Zapier Integration

What Zapier Enables

Connect LeadConduit to:

• CRMs: Pipedrive, Monday.com, Copper
• Communication: Slack, Teams, Discord
• Spreadsheets: Google Sheets, Airtable
• Marketing: Klaviyo, Brevo, ConvertKit
• Project Management: Asana, Trello, Notion
• Custom Apps: Webhooks, Code steps

How It Works

LeadConduit → Webhook → Zapier → Destination App
    ↓            ↓         ↓            ↓
Lead arrives  Trigger    Process    Deliver

🚀 Setting Up Zapier Webhook

Step 1: Create Zap Trigger

In Zapier:

1. Click Create Zap
2. Choose Trigger: Webhooks by Zapier
3. Select Catch Hook
4. Copy the webhook URL

https://hooks.zapier.com/hooks/catch/123456/abcdef/

Step 2: Configure LeadConduit

Add delivery step:

Step Type: Delivery
Integration: Generic Webhook
Name: Send to Zapier
URL: [Your Zapier webhook URL]
Method: POST
Headers:
  Content-Type: application/json

Step 3: Map Fields

Send all needed data:

// Field mappings
email → email
phone_1 → phone
first_name → first_name
last_name → last_name
state → state
source → lead_source
created_at → submission_date

// Custom fields
lead.custom_field → custom_data
appended.score → lead_score

Step 4: Test Connection

1. Send test lead from LeadConduit
2. In Zapier, click Test Trigger
3. Select the test data
4. Continue with action setup

🔄 Common Zapier Workflows

Google Sheets Logging

Track all leads in spreadsheet:

Trigger: LeadConduit webhook
Action: Google Sheets - Create Spreadsheet Row

// Map to columns
A: {{email}}
B: {{phone}}
C: {{first_name}} {{last_name}}
D: {{state}}
E: {{zap_timestamp}}
F: =IF({{quality_score}}>80,"High","Low")

Slack Notifications

Alert team of high-value leads:

Trigger: LeadConduit webhook
Filter: Only if score > 90
Action: Slack - Send Channel Message

🎯 High-Value Lead Alert!
Name: {{first_name}} {{last_name}}
Email: {{email}}
Score: {{lead_score}}
Source: {{lead_source}}
View: https://app.leadconduit.com/events/{{event_id}}

CRM Creation with Enrichment

Add to CRM with additional data:

Step 1: LeadConduit webhook
Step 2: Clearbit - Enrich Company
Step 3: Pipedrive - Create Person
Step 4: Pipedrive - Create Deal

// Person data
name: {{first_name}} {{last_name}}
email: {{email}}
phone: {{phone}}
company: {{clearbit_company_name}}

// Deal data
title: "Lead - {{clearbit_company_name}}"
value: {{clearbit_company_metrics_estimatedAnnualRevenue}}
probability: {{lead_score}}

Multi-Channel Follow-up

Coordinate outreach:

Step 1: LeadConduit webhook
Step 2: Delay - 5 minutes
Step 3: SendGrid - Send Email
Step 4: Delay - 1 hour
Step 5: Twilio - Send SMS
Step 6: Calendly - Create Invitation

📊 Advanced Zapier Features

Paths (Conditional Logic)

Route based on lead data:

Path A: High Value
  Condition: score > 80 AND state in ["CA","TX"]
  Action: Add to Premium CRM Pipeline
  
Path B: Needs Nurturing  
  Condition: score between 50-80
  Action: Add to Email Drip Campaign
  
Path C: Low Quality
  Condition: score < 50
  Action: Log to Sheet Only

Formatter Steps

Transform data between steps:

Text Formatting:

// Capitalize names
Input: john doe
Transform: Title Case
Output: John Doe

// Extract domain
Input: john@company.com
Transform: Extract Pattern
Pattern: @(.+)
Output: company.com

Number Operations:

// Calculate commission
Input: {{lead_price}}
Transform: Spreadsheet-Style Formula
Formula: {{input}}*0.15
Output: Commission amount

Code Steps

Custom JavaScript/Python:

// JavaScript example
const lead = inputData.lead;
const score = calculateScore(lead);

// Add business logic
if (lead.state === 'CA' && score > 75) {
  output = {
    route: 'premium',
    priority: 'high',
    estimated_value: score * 100
  };
} else {
  output = {
    route: 'standard',
    priority: 'normal',
    estimated_value: score * 50
  };
}

🔍 Error Handling

Handling Failures

Configure error behavior:

In LeadConduit:

Retry: 3 times
Retry Delay: 5 seconds
On Failure: Continue flow
Store Error: Yes

In Zapier:

• Enable Error Handler
• Add fallback action
• Send notification
• Log to error sheet

Common Error Solutions

"Required field missing":

// Add default values in Zapier
email: {{email||no-email@provided.com}}
phone: {{phone||0000000000}}
name: {{first_name||Unknown}} {{last_name||User}}

"Invalid data format":

// Format in Zapier
phone: {{phone|remove: "-"|remove: " "|remove: "("|remove: ")"}}
date: {{created_at|date: "YYYY-MM-DD"}}

⚡ Performance Optimization

Batch Processing

For high volume:

1. Collect leads in LeadConduit
2. Batch delivery every 15 minutes
3. Process as digest in Zapier
4. Bulk insert to destination

Minimize Steps

Instead of:

Webhook → Format → Format → Filter → CRM

Use:

Webhook → Code (all logic) → CRM

Use Filters Early

Stop processing early:

1. Webhook Trigger
2. Filter: Only continue if score > 50
3. (Remaining steps only for qualified leads)

💡 Best Practices

Field Naming

Use consistent names:

// LeadConduit → Zapier mapping
email → email (not Email or email_address)
phone_1 → phone (not phone_number)
first_name → first_name (not fname)

Testing Strategy

1. Test in Zapier Editor first
2. Use test data that covers edge cases
3. Monitor first 24 hours closely
4. Set up error notifications

Documentation

Document your Zaps:

Zap Name: LeadConduit → Salesforce (High Value)
Purpose: Create opportunities for leads >$1000
Frequency: Real-time
Owner: Marketing Ops
Last Updated: 2024-01-15

🚫 Common Pitfalls

Rate Limits

Zapier limits:

• Free: 100 tasks/month
• Starter: 750 tasks/month
• Professional: 2,000 tasks/month

Optimize by:

• Filtering in LeadConduit first
• Using multi-step Zaps efficiently
• Batching when possible

Data Loss

Prevent with:

• Error handling
• Backup logging
• Monitoring alerts
• Regular testing

Complexity Creep

Keep Zaps simple:

• One clear purpose per Zap
• Maximum 10 steps
• Use sub-Zaps for complexity
• Document logic

📋 Setup Checklist

LeadConduit Side:

• Webhook step configured
• All fields mapped
• Authentication set (if needed)
• Error handling configured

Zapier Side:

• Webhook URL copied correctly
• Test data received
• Actions configured
• Error handler added

Testing:

• Test with valid data
• Test with invalid data
• Test with missing fields
• Monitor for 24 hours

🎯 Example Implementations

Marketing Automation

LeadConduit → Zapier → Multiple Actions:
├── Add to Mailchimp
├── Create Calendly link
├── Notify sales team
└── Log to analytics

Lead Distribution

LeadConduit → Zapier Paths:
├── Path A (score>80) → Premium CRM
├── Path B (score 50-80) → Standard CRM
└── Path C (score<50) → Nurture campaign

Reporting Dashboard

LeadConduit → Zapier → Google Sheets
                    ↓
            Auto-refresh dashboard
                    ↓
            Email daily summary

📚 Related Documentation

• Webhooks and APIs - Webhook configuration
• Response Parsing - Handling responses
• Data Mapping - Field transformations

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⚡ Zapier Power: With Zapier, LeadConduit connects to virtually any application. Start simple, test thoroughly, and expand your automations as needed!