Help Center

Capturing Leads via Zapier

Zapier can send contacts and lead information from other apps into LeadCenter. This is useful when leads are created in tools such as webinar platforms, landing page builders, spreadsheets, CRMs, ad platforms, or other systems that support Zapier.

When to Use Zapier for Lead Capture

• You receive leads in another app and want them created in LeadCenter automatically.
• You want to pass Source, Campaign, or other attribution details into LeadCenter.
• Your form or vendor does not have a direct LeadCenter integration.
• You want to update existing contacts when new activity happens in another system.

Connect LeadCenter to Zapier

Zapier uses LeadCenter Personal access tokens for authentication.

1. In LeadCenter, go to Setup → Integrations.
2. Open the Zapier card.
3. Go to Access tokens.
4. Click Generate new token.
5. Copy the token immediately. It is shown only once.
6. In Zapier, connect your LeadCenter account and paste the token when prompted.

Recommended Lead Capture Pattern

To prevent duplicates, use this pattern:

1. Trigger the Zap from the app where the lead is created.
2. Use Find Contact in LeadCenter.
3. If the contact is found, use Update Contact.
4. If the contact is not found, use Create Contact.

This keeps existing records clean and avoids creating the same person multiple times.

Map Lead Attribution Fields

When possible, pass the correct Source or Campaign into LeadCenter so reporting stays accurate.

• Source — the top-level channel, such as Webinar, Referral Partner, Facebook Ads, or Seminar.
• Campaign — the specific campaign, event, ad set, or vendor push under the Source.
• Medium — Zapier-created contacts may use Zapier as the capture method unless another supported value is passed by the action you are using.

Do not invent field names when building the Zap. Use the field labels Zapier shows for the LeadCenter action in your account.

Common Zapier Lead Capture Examples

• Create or update a LeadCenter contact from a webinar registration.
• Create or update a LeadCenter contact from a landing page form.
• Create or update a LeadCenter contact from a spreadsheet row.
• Create or update a LeadCenter contact from a referral platform.
• Create or update a LeadCenter contact when a CRM record is created or updated.

Test the Zap

1. Run the Zap with a real sample contact.
2. Open LeadCenter and search for the test contact.
3. Confirm the contact was created or updated correctly.
4. Verify key fields such as name, email, phone, Source, Campaign, tags, and notes.
5. Review Zapier task history for errors.

Best Practices

• Use Find Contact first. This is the best way to prevent duplicates.
• Use a unique email when testing. This makes it easy to confirm what the Zap did.
• Map only verified fields. Do not rely on field names that are not shown in Zapier.
• Pass attribution whenever possible. Source and Campaign values make reporting more useful.
• Monitor Zapier task history after launch. Failed tasks are easiest to fix early.

FAQs

Can Zapier create contacts in LeadCenter?

Yes. Use the LeadCenter Create Contact action, or a Find Contact plus Create / Update pattern.

Can Zapier update existing contacts?

Yes. Use Find Contact first, then Update Contact if the person already exists.

Can Zapier prevent duplicates?

Zapier can help prevent duplicates when you use the Find Contact step before Create Contact.

Can I pass Source or Campaign from Zapier?

Use the available fields shown in the LeadCenter Zapier action. Field availability may vary by action.

What if my token is lost?

Create a new Personal access token from the Zapier card in LeadCenter. Tokens are shown only once.

Related Articles

• Sync Contacts with Zapier
• Sync Seminars and Attendees with Zapier
• Marketing Sources and Channels
• Marketing Mediums