Define the data flow
Decide which system starts the Zap, which record should be created or updated, and which fields are required. Open Settings → Integrations for the current connection instructions.
Test one representative record
Use synthetic or company-controlled data. Confirm field mapping, phone and email format, lead type, source, labels, and pipeline stage. Run the same test twice to understand whether the Zap updates a record or creates a duplicate.
Turn on the Zap only after the destination and stop behavior are clear. If it fails, inspect the Zap run and GetsYou record together. Never put long-lived credentials directly into a public note or untrusted field.