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ClientTether Support
Integrations · Feature guide

Zapier

Connect ClientTether to thousands of apps without code — how to get access, build a Zap, and when to use something simpler.

New · Updated Sep 21, 2026 · 3 min read
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1What Zapier gives you

Zapier connects thousands of applications to each other without code. With ClientTether’s Zapier app you can push contacts in from somewhere Zapier already supports — a form builder, a spreadsheet, a chat tool, a scheduling app — or send ClientTether activity out to them.

2Getting access

The ClientTether Zapier app isn’t listed in Zapier’s public directory, so you have to accept an invitation before it appears in your account. The invitation is open — you don’t need to request it from anyone:

  • Open the ClientTether invitation on Zapier and accept it. You’ll be asked to sign in to Zapier first.
  • When Zapier asks for the app by name, type ClientTether. Several versions are listed — always pick the highest number.

Your Success Manager can also send you the invitation if the link above doesn’t work for your Zapier account.

3Building a Zap

  • Sign in to Zapier and create a Zap with your other application as the trigger.
  • Add ClientTether as the action, and connect it using your account’s API credentials — see API Overview for where the access token and web key live. Zapier pre-fills the Web Key and X-Access-Token with placeholder values — replace both with your own or the Zap will fail.
  • Map the fields. The names match the API’s contact parameters, so API Parameters Reference is the list to work from — ten-digit phone numbers, two-letter states, and so on.
  • Test with one record before turning the Zap on.

Give Zapier leads their own lead source

Create a source per Zap (“Typeform – Quote Request”). You get clean attribution, and you can attach a different Connection Plan to each.

4When not to use Zapier

If the source can post a web form, the web key is simpler and has no middleman. If it can only send email, use the Email Parser. Zapier earns its place when the source is an app that speaks neither.

5Troubleshooting

The Zap runs but no contact appears

Check the API Monitor in the user menu for the rejected call — usually a badly formatted phone number or a missing required field.