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How to set up the "Create or Update a Lead or Customer" Zap
How to set up the "Create or Update a Lead or Customer" Zap

Automatically create leads or customers in your SynkedUP account via Zapier

Weston Zimmerman avatar
Written by Weston Zimmerman
Updated over a week ago

In this tutorial I am going to go over an example of when you'd want to use the "Create or Update a Lead or Customer" zap from Zapier, and then how you set that up. Watch me set up a live and working zap, and follow along to set up your own.

The purpose of this particular zap is to automatically create or update Leads or Customers in your SynkedUP account, so you can avoid having to manually type it all into SynkedUP when someone becomes a lead or customer for you


  • *SynkedUP PRO plan required

  • Zapier account required

  • Your Zapier and SynkedUP accounts need to be connected. Click here to learn how

Steps in your Zap that are required for this to succesfully work:

  • Select your trigger (ie someone subscribes to your mailing list)

  • Set your zap action to be "Create or Update a Lead or Customer" in SynkedUP


You can use Zapier for free on their free plan for simple automations like the one above, but to truly leverage the power of automation, you'll likely want their bottom paid plan (currently $19.99/mo) so you can build conditional logic and/or multiple steps into your zap automations. You can sign up for Zapier here

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