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Trouble completing Zap setup for CRM integration

  • June 22, 2026
  • 4 replies
  • 11 views

my marketing software funnel needed a zap established to send contact information over to my crm. I ran the test during setup and it went through fine, but no other contacts imported. I asked the crm help desk and they said the zap setup was no complete and I likely just needed to toggle on the zap. I found that function but it won’t let me toggle becasue it says my setup isn’t complete. I don’t know what I am missing. Any help?

 

Best answer by Troy Tessalone

@Howard0513 

Screenshot only shows how your Zap steps are outlined.
Screenshot does not show how your Zap steps are configured in the CONFIGURE tab while in EDIT mode with the field mappings visible.

Screenshot also shows a warning indicating you need to test your Zap step 1 webhook, by completing the trigger even in the origin app that fires the Zap webhook URL.

 

If you are looking to hire help, there is a directory of Zapier Partnershttps://zapier.com/partnerdirectory

 

 

 

4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • June 22, 2026

Hi ​@Howard0513 

For us to have more context about what you are are referring to, post screenshots showing how your Zap steps are outlined and configured in the CONFIGURE tab while in EDIT mode with the field mappings visible.


  • Author
  • New
  • June 22, 2026

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • Answer
  • June 22, 2026

@Howard0513 

Screenshot only shows how your Zap steps are outlined.
Screenshot does not show how your Zap steps are configured in the CONFIGURE tab while in EDIT mode with the field mappings visible.

Screenshot also shows a warning indicating you need to test your Zap step 1 webhook, by completing the trigger even in the origin app that fires the Zap webhook URL.

 

If you are looking to hire help, there is a directory of Zapier Partnershttps://zapier.com/partnerdirectory

 

 

 


  • Author
  • New
  • June 22, 2026

Thanks Troy. I booked a zoom call to work through it with one on the lsit.