Setting Up a Zapier Automation in CloudCard

CloudCard integrates with Zapier to allow you to automate what happens when new leads are created.

This guide walks you through creating a Zap directly from the Zapier embed inside CloudCard, step by step.

Step 1: Open the Zapier Integration in CloudCard

1. Log in to CloudCard as an admin user
2. In the side menu, click Leads
3. Select All Leads
4. In the All Leads view, click the Integrate button
5. From the available integrations, click Zapier

You will now be taken to the embedded Zapier view inside CloudCard.

Step 2: Log In or Sign Up for Zapier

If you are not already logged in to Zapier, you will see two options:

• Log in – if you already have a Zapier account
• Sign up – if you do not yet have a Zapier account

1. Click the appropriate button
2. A pop-up window will open
3. Complete the login or sign-up process

Once finished, the pop-up will close automatically and you will be logged into Zapier inside CloudCard.

Step 3: Create a New Workflow

1. Click Create Workflow

This opens the Zapier Zap Builder.

Step 4: Set Up the Trigger (CloudCard)

1. Click the Trigger block
2. A search view will open
3. Search for CloudCard
4. Select CloudCard from the results
5. Choose the trigger event New Leads (Polling)(This is the only trigger CloudCard provides)

If you are struggling to set up your trigger, follow this guide from Zapier: https://help.zapier.com/hc/en-us/articles/8496288188429-Set-up-your-Zap-trigger#h_01J9QAXPVZCMH5P1ZNNR2ZKKV3

Step 5: Connect Your CloudCard Account

1. When prompted to select an account, click Choose account
2. You will be redirected to the CloudCard authorisation page
3. Approve access to allow Zapier to view your leads

Once authorised, you will be returned to the Zap Builder.

Step 6: Test the Trigger

1. Click Continue
2. On the test step, click Test trigger
3. Zapier will fetch your most recent CloudCard leads
4. The latest three leads will be shown
5. Select one lead to use as test data
6. Click Continue with selected record

This selected lead will be used to automatically populate fields in the next step.

Step 7: Set Up the Action

You are now taken to the Action block.

1. Click the Action block
2. Use the search menu to find the app you want to connect (for example: a CRM, email platform, spreadsheet, or messaging app)
3. Select the app
4. Choose what should happen when a new CloudCard lead is found (for example: Create, Add, or Send)

If you are struggling to set up your action, follow this guide from Zapier: https://help.zapier.com/hc/en-us/articles/8496257774221-Set-up-your-Zap-action#h_01J9SN7Y166J80KQTCV7B1PGHG

Step 8: Log In to the Action App

1. When prompted, log in to the account for the selected app
2. Approve access so Zapier can send lead data to that app

Each action app requires its own login and authorisation.

Step 9: Configure the Action

1. Configure which fields should be sent to the action app
2. Use the sample lead selected earlier to map CloudCard data (name, email, phone, company, etc.)
3. Review the field mappings
4. Click Continue

Step 10: Test the Zap

1. On the test screen, click Test
2. If successful, the action will run immediately
3. The connected app will receive the new lead

This confirms that everything is set up correctly.

Step 11: Publish Your Zap

1. Click Publish
2. Your Zap is now active

From this point onward, every new lead created in CloudCard will automatically trigger this automation.

Important Notes

• Zapier checks for new leads at regular intervals
• Automations may run shortly after a lead is created
• You can edit, pause, or disable your Zap at any time
• CloudCard does not modify data in connected apps

You’re Done

Your Zapier automation is now live and running.