Help Center

Sync Contacts with Zapier

You can connect LeadCenter to thousands of other applications using Zapier. This allows you to automatically create, update, and find contacts in LeadCenter based on activity in the other tools your team already uses.

What You Can Automate

• Create Contacts — Automatically create a new contact in LeadCenter when something happens in another app (such as a form submission, webinar registration, spreadsheet entry, or CRM update).
• Update Contacts — Update existing contact information (email, phone, notes, owner, tags, etc.) when changes occur in another system.
• Find Contacts — Search for an existing contact before creating a new one, helping prevent duplicate records and keeping your database clean.

Recommended Setup (Best Practice)

To reduce duplicates and maintain clean data, we recommend using this workflow pattern in Zapier:

1. Find Contact in LeadCenter
2. If found → Update Contact
3. If not found → Create Contact

This ensures that existing contacts are updated instead of creating duplicate entries.

Common Workflow Examples

• Create a LeadCenter contact when someone submits a website form.
• Add new LeadCenter contacts to a spreadsheet or email marketing list.
• Send a Slack or Microsoft Teams notification when a new contact is created.
• Create tasks or follow-ups when a contact is updated.

Optional: Salesforce Integration

If your firm uses Salesforce, you can optionally sync contacts between LeadCenter and Salesforce using Zapier.

Salesforce is not required. You can use Zapier with LeadCenter even if your firm does not use Salesforce.

Field Mapping Tips

When setting up your Zap, you will map fields from the source app to LeadCenter fields. Careful mapping ensures accurate and clean data.

• Use Email as Your Primary Match Field — Email address is typically the most reliable unique identifier when using the “Find Contact” step.
• Map Required Fields — Ensure required LeadCenter fields (such as First Name, Last Name, or Email, depending on your workflow) are mapped correctly.
• Standardize Phone Formatting — Use consistent formatting (including country codes when possible) to avoid duplicate records.
• Map Tags Carefully — If passing multiple tags, confirm they are separated properly (comma-separated format, if applicable).
• Test With Real Data — Always run a live test using real-world sample data before turning your Zap on.

How to Get Started

1. Log in to Zapier and click Create Zap.
2. Choose LeadCenter as either the trigger app or the action app.
3. Connect your LeadCenter account when prompted.
4. Select the action you want:
   • Create Contact
   • Update Contact
   • Find Contact
5. Map the required fields between Zapier and LeadCenter.
6. Test the Zap to confirm it works as expected.
7. Turn the Zap on.

Troubleshooting

Duplicate Contacts Being Created

• Make sure you are using a Find Contact step before creating a new one.
• Confirm the search field (usually Email) is mapped correctly.
• Check for inconsistent formatting (extra spaces, different phone formats, etc.).

Zap Fails During Creation or Update

• Verify all required fields are mapped.
• Check that the data being sent matches the expected format (for example, valid email structure).
• Review the Zapier task history for detailed error messages.

Contact Not Updating

• Confirm the “Find Contact” step is correctly locating an existing record.
• Ensure the update action is mapped to the correct fields.
• Test the Zap again using a contact that already exists in LeadCenter.

Tags or Custom Fields Not Appearing

• Confirm the field exists in LeadCenter before mapping it in Zapier.
• Refresh the field list in Zapier if you recently created new custom fields.

Need Help?

If you're unsure which workflow is right for your business, contact support and describe what you'd like to automate. We’ll help you design the correct Zap structure.