Zapier / Make Integration

Not every tool in your stack has a native Synaptiq integration — and it doesn't need one. Zapier and Make.com let you connect Synaptiq to thousands of apps without writing code. When a lead is qualified, send a Slack message. When a meeting is booked, create a Trello card. When a conversation ends, log it to a Google Sheet.

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Synaptiq's Zapier App

Synaptiq has a dedicated Zapier app that provides triggers and actions you can use in any Zap.

Connecting Synaptiq to Zapier

1. Log in to zapier.com and click Create Zap
2. Search for Synaptiq in the app directory
3. Click Connect — you'll be prompted for your Synaptiq API key
4. Find your API key at /admin/settings > API > API Keys
5. Paste it into Zapier and click Yes, Continue

Available Triggers

Triggers fire your Zap when something happens in Synaptiq:

| Trigger | Fires When | |---------|-----------| | New Lead | A new lead is identified (email captured) | | Lead Qualified | A lead meets your qualification criteria | | Conversation Completed | A conversation session ends | | Meeting Booked | A calendar meeting is booked through the AI | | Lead Score Changed | A lead's score crosses a threshold you define | | Conversation Handoff | The AI transfers to a human agent |

Available Actions

Actions let other apps push data into Synaptiq:

| Action | What It Does | |--------|-------------| | Create Lead | Add a new lead to Synaptiq with contact details | | Update Lead | Modify an existing lead's fields or tags | | Add Note to Lead | Attach a note to a lead's record | | Trigger AI Conversation | Start a proactive outreach conversation with a lead |

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Common Zaps

Here are production-tested Zap configurations that Synaptiq users rely on daily.

1. New Qualified Lead to Slack Notification

When a lead is qualified, alert your sales team in Slack.

| Step | App | Configuration | |------|-----|--------------| | Trigger | Synaptiq — Lead Qualified | No filters needed | | Action | Slack — Send Channel Message | Channel: #sales-leads |

Slack message template:

🔥 New qualified lead from Synaptiq

Name: {{name}}
Email: {{email}}
Company: {{company}}
Score: {{lead_score}}/100
Use case: {{custom_fields__use_case}}

View conversation: {{conversation_url}}

2. Meeting Booked to Google Sheets Log

Track every AI-booked meeting in a spreadsheet for reporting.

| Step | App | Configuration | |------|-----|--------------| | Trigger | Synaptiq — Meeting Booked | No filters needed | | Action | Google Sheets — Create Spreadsheet Row | Select your tracking sheet |

Map these fields to columns:

| Sheet Column | Synaptiq Field | |-------------|----------------| | A: Date | {{meeting__start_time}} | | B: Lead Name | {{name}} | | C: Company | {{company}} | | D: Lead Score | {{lead_score}} | | E: Assigned Rep | {{meeting__assigned_rep}} | | F: Conversation Link | {{conversation_url}} |

3. Qualified Lead to CRM (Alternative to Native Sync)

If you use a CRM that Synaptiq doesn't natively support (Pipedrive, Close, Copper), use Zapier as the bridge.

| Step | App | Configuration | |------|-----|--------------| | Trigger | Synaptiq — Lead Qualified | No filters needed | | Filter | Zapier Filter | Only continue if lead_score > 60 | | Action | Pipedrive — Create Person | Map name, email, phone | | Action | Pipedrive — Create Deal | Link to person, set pipeline stage |

4. Conversation Completed to Email Summary

Send yourself a daily digest of all conversations.

| Step | App | Configuration | |------|-----|--------------| | Trigger | Synaptiq — Conversation Completed | No filters needed | | Action | Zapier Digest — Append Entry | Collect entries for 24 hours | | Action | Gmail — Send Email | Send digest to your team |

5. Lead Created to Email Nurture Sequence

Automatically enroll new leads in a drip campaign.

| Step | App | Configuration | |------|-----|--------------| | Trigger | Synaptiq — New Lead | No filters needed | | Filter | Zapier Filter | Only if qualification_status is unqualified | | Action | Mailchimp — Add Subscriber | Add to your nurture list with tags |

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Make.com Integration

Make.com (formerly Integromat) connects to Synaptiq through webhooks. This gives you more control over complex, multi-branch workflows.

Setting Up the Connection

1. In Make.com, create a new scenario
2. Add a Webhooks module as the trigger — select Custom webhook
3. Make generates a unique URL — copy it
4. In Synaptiq at /admin/settings > Integrations > Webhooks, click Add Webhook
5. Paste the Make.com webhook URL
6. Select the events you want to send
7. Save the webhook

Determining the Data Structure

After saving, trigger a test event from Synaptiq:

1. Go to your webhook in Synaptiq and click Send Test Event
2. Back in Make.com, click Redetermine data structure on the webhook module
3. Make.com parses the test payload and maps all available fields

Now you can use those fields in any subsequent module in your scenario.

Example: Multi-Branch Lead Router

This scenario routes leads differently based on their score:

[Webhook Trigger]
       |
   [Router]
      / \
     /   \
    /     \
Score≥80  Score 50-79  Score<50
   |         |            |
[Slack]  [Email to    [Add to
 alert    SDR team]    nurture
 + CRM               sequence]
 update]

Building it in Make.com:

1. Trigger: Webhooks > Custom webhook (receives lead.qualified events)
2. Router: Add a Router module with three branches
3. Branch 1 (Score >= 80): Filter on data.lead_score >= 80
   • Slack: Send message to #hot-leads
   • HTTP: POST to your CRM API to create a high-priority deal
4. Branch 2 (Score 50-79): Filter on data.lead_score >= 50 AND data.lead_score < 80
   • Email: Send notification to your SDR team distribution list
5. Branch 3 (Score < 50): Filter on data.lead_score < 50
   • Mailchimp: Add to automated nurture sequence

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Automation Recipes

Beyond the basics, here are workflows that extract more value from your Synaptiq data.

Lead Enrichment Pipeline

Enrich lead data the moment it enters Synaptiq, then feed it back.

Synaptiq: New Lead
    → Clearbit: Enrich by email
    → Synaptiq: Update Lead (add company size, industry, LinkedIn)
    → Slack: Notify sales with enriched data

Why this matters: The AI's next conversation with that lead is more informed. It can reference their company size or industry without asking.

Meeting No-Show Follow-Up

Automatically follow up when a lead misses their booked meeting.

Google Calendar: Event ended
    → Filter: Only Synaptiq-booked meetings
    → Google Calendar: Check if attendee accepted/declined
    → If no response:
        → Synaptiq: Add note "No-show on {{date}}"
        → Gmail: Send "Sorry we missed you" email with rebooking link

Competitive Intelligence Logging

When leads mention competitors during conversation, log it.

Synaptiq: Conversation Completed
    → Filter: Transcript contains competitor names
    → Google Sheets: Log competitor mention with lead details
    → Slack: Post to #competitive-intel

To set up the filter, check the transcript field in the conversation payload for keywords matching your competitor names.

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Troubleshooting

Zapier Issues

| Problem | Cause | Fix | |---------|-------|-----| | Zap doesn't trigger | API key is invalid or expired | Reconnect the Synaptiq app in Zapier with a fresh API key | | Trigger fires but action fails | Field mapping is wrong | Check that Zapier fields match what the downstream app expects | | "Task limit reached" | You've hit your Zapier plan's monthly task limit | Upgrade your plan or add filters to reduce unnecessary triggers | | Duplicate Zap runs | Same event processed twice | Add a dedup step using the event id field with Zapier's Looping or Filter |

Make.com Issues

| Problem | Cause | Fix | |---------|-------|-----| | Webhook not receiving data | URL was copied incorrectly | Verify the URL in Synaptiq matches exactly what Make.com generated | | "Incomplete execution" | A module in the scenario errored | Check the execution log in Make.com for the specific error on the failing module | | Data structure not recognized | Test event was never sent | Send a test event from Synaptiq, then redetermine the data structure in Make | | Scenario runs but does nothing | Router filters don't match | Temporarily remove filters to confirm data is flowing, then re-add them one at a time |

General Tips

• Start simple: Get a single trigger-to-action working before adding filters and branches
• Use test mode: Both Zapier and Make have test/preview modes — use them before activating
• Check webhook logs: Synaptiq's delivery log at /admin/settings > Webhooks > Delivery Log shows exactly what was sent
• Mind rate limits: If you're sending high volumes, batch notifications rather than sending one per event
• Keep API keys rotated: Regenerate your Synaptiq API key periodically and update it in Zapier/Make

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Choosing Between Zapier and Make

| Consideration | Zapier | Make.com | |--------------|--------|----------| | Ease of setup | Simpler — native Synaptiq app | Requires webhook setup | | Complex logic | Limited branching | Full router with unlimited branches | | Pricing | Per-task billing | Per-operation, generally cheaper at volume | | Error handling | Basic retry | Advanced error routes and fallbacks | | Data transformation | Limited | Built-in JSON, text, and math functions | | Best for | Quick, simple automations | Complex, multi-step workflows |

Most teams start with Zapier for speed, then move high-volume or complex workflows to Make.com as they scale.

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Next Steps

• Set up Webhooks first if you plan to use Make.com
• Connect your Calendar and CRM for native integrations before building Zapier/Make workarounds
• Check the API Reference if you need more control than Zapier/Make provides