Zapier setup guide

Create Your First TradeVulcan Zap

A step-by-step first Zap for sending new TradeVulcan leads to a team or reporting tool.

Choose a simple outcome

Pick one workflow with a clear owner. Good first choices are Slack lead alerts, Google Sheets lead rows, Microsoft Teams alerts, or HubSpot contact creation.

Build the Zap

Choose TradeVulcan as the trigger app, select the supported lead trigger, connect your API client, then choose the destination app action.

Pull a sample lead.
Map customer name, phone, email, service type, source, status, notes, and created date/time.
Add a filter if only certain leads should trigger.
Test with one sample before turning it on.

Assign ownership

Before the Zap goes live, decide who owns failures, duplicate cleanup, field changes, and weekly review.