About Zapier

Zapier is a workflow automation tool that allows you to connect and automate lead management uploads from many services into the TapClicks Lead Management system.

How to Connect to TapClicks

Zapier is a Leads Management connector which requires the Leads Management Module. If you do not have the leads management module contact your Account Representative.

Read the Connection Guide

Let's Get Started

  1. First, create a new Zap in Zapier.
  2. Select a Trigger you want to pull lead data from.
  3. Select the TapClicks app for your Action stage.
  4. Select Create Leads.
  5. Choose a TapClicks account you want to connect to.
  6. For adding new Accounts, give your dashboard URL and Client Lead Code.
  7. To find a Client's Lead Code navigate to the Clients page from the TapClicks side navigation bar.
  8. Click Edit Client and locate the Leads Management section and copy the Client Lead Code.
  9. Map the data from your Trigger stage to the TapClicks Leads fields.
  10. Create and test the connections.
  11. Once successful, turn your Zap on, and you're finished!
That’s it! Your tool is now connected and your data will flow into your dashboard! :)
Step A
Zapier Connection step 1
Step B
Step C
Zapier setup step 3
Step D
Step E
Step F
Step G
Zapier setup step 7
Step H
Step I
Step J
Zapier setup step 10
Step K
Zapier Connection step 1
Zapier setup step 3
Zapier setup step 7
Zapier setup step 10