The Zapier integration lets your workspace send data into Limitlytics from forms, automations, CRMs, call-booking tools, and other systems without losing auditability.
What Zapier can do
Limitlytics Zapier v1 supports:
- Find Lead -- look up an existing lead by email and/or phone
- Create Lead -- create a new lead in Limitlytics
- Update Lead Status -- move an existing lead to a new status
- Submit Report Data -- submit report values for any supported data field
- Lead Status Updated trigger -- send lead status changes from Limitlytics back to Zapier
Connecting Zapier
To connect Zapier:
- Open Settings > Zapier
- Start the Zapier connection flow from Zapier
- Sign in to Limitlytics
- Choose the workspace Zapier should access
- Approve the connection
Important: Each Zapier connection is tied to exactly one workspace. If you manage multiple workspaces, connect each one separately.
Only admins can authorize Zapier.
Safe write rules
Limitlytics applies a few safety rules to protect data quality:
- Every inbound Zapier write must include a stable external event ID
- Lead status updates must target a specific Lead ID
- Report submissions must be tied to a specific team member and report date
- Duplicate create-lead requests are rejected when a matching lead already exists
- Unsupported status metadata is rejected instead of being stored loosely
These rules are designed to keep Limitlytics as the system of record.
Event history
The Settings > Zapier page keeps a full history of Zapier activity for the workspace.
For each event, admins can review:
- Direction -- inbound or outbound
- Type -- lead creation, status transition, report submission, or outbound hook delivery
- Status -- applied, failed, undone, or undo blocked
- Original payload
- Normalized payload
- Recorded effects on Limitlytics data
This makes it easy to see what happened, when it happened, and what records changed.
Retry failed events
If an inbound Zapier write fails, admins can retry it from Settings > Zapier.
Retrying reprocesses the saved payload through the same safety checks and business logic as the original request.
Undoing Zapier events
Admins can undo eligible inbound Zapier events from Settings > Zapier.
Undo is conservative on purpose:
- A lead create can only be undone if that lead has not been changed since Zapier created it
- A lead status update can only be undone if it is still the latest relevant transition and no newer dependent data would be damaged
- A report submission can only be undone if the affected report values still match the values Zapier wrote
If Limitlytics detects newer dependent changes, the event is marked as undo blocked and the reason is shown in the event log.
Outbound trigger subscriptions
When you use the Lead Status Updated trigger in Zapier, Limitlytics stores the outbound hook subscription in Settings > Zapier.
The page shows:
- The target webhook URL
- Whether the subscription is active
- The most recent delivery time
- The latest delivery error, if any
Revoking a connection
Revoking a Zapier connection immediately:
- Marks the connection as revoked
- Revokes its OAuth tokens
- Revokes its outbound hook subscriptions
Use this if a Zap should stop sending or receiving data for the workspace.