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Zapier is the escape hatch when your tool isn’t one of the five directly supported CRMs. If Zapier connects to it, Tap can reach it.

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When to use Zapier instead of a direct integration

Use Zapier

Your CRM isn’t supported. You want leads in Slack, a spreadsheet, or an email tool as well as your CRM. You need branching logic or filters between capture and destination.

Use the direct integration

Your CRM is one of the five. It’s faster, needs no third-party subscription, handles owner assignment natively, and syncs meeting summaries as tasks — none of which you get for free through Zapier.

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Setting up

The Integrations screen in Tap Teams showing each available connector and its connection status.

Find it under Integrations in Tap Teams

1

Get your Tap connection details

In Tap Teams, go to Integrations → Zapier.
2

Create a Zap with Tap as the trigger

In Zapier, create a new Zap and choose Tap as the trigger app. The trigger fires when a new lead is captured.
3

Connect your Tap account

Paste the connection details from step one when Zapier asks.
4

Choose your action

Pick the destination app and map Tap’s captured fields onto its fields.
5

Test before turning it on

Zapier’s test step pulls a real recent lead. Confirm every field lands where you expect before enabling the Zap.

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What the trigger sends

Each captured lead carries the answers to your capture form, keyed by each field’s name — full-name, email, phone-mobile, and any custom fields you added. Alongside those you get the capturing member, the profile used, and the capture timestamp.
If a field you expect is missing from Zapier’s field list, capture one more test lead with that field filled in, then re-run Zapier’s test. Zapier builds its field list from a real sample, so a field left blank in the sample won’t appear as a mapping option.

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Common recipes

Trigger on a new lead, action to Slack “Send channel message”. Good for a live feed during an event — the team sees momentum, and managers spot a hot lead while the person is still in the room.
A running log for finance or ops who don’t have CRM access, and a cheap backup of everything captured.
Trigger on a new lead, action to your email tool. Add a Zapier filter step so only leads who gave an email address and consent continue — see GDPR mode.
Zapier sends captured data to a third party you control. If you operate under GDPR or similar rules, your Zapier destinations are part of your data processing footprint and belong in your records.