Less copying.
More connected customers.
Bring leads from your forms into PoolDial and send new customer details to the other tools your business uses.
Customer workflows in the first version
| Event | What it does |
|---|---|
| New Customer | Starts a Zap when a customer is created in PoolDial. |
| Create Customer | Adds a customer or lead from another app. |
| Find Customer by Email | Finds an existing customer using an exact email match. |
| Update Customer | Updates the customer fields you supply, leaving empty fields unchanged. |
Example workflows include form submission → PoolDial lead, PoolDial customer → spreadsheet row, and CRM contact change → find and update a PoolDial customer. These workflows require access to the PoolDial Zapier app and accounts with the other services.
Connect your account when invited
- Accept the PoolDial Zapier invitation provided by our team, then create a Zap and select PoolDial.
- Sign in to the PoolDial dashboard → Settings → Developer as an owner or administrator.
- Create a dedicated API key named Zapier. Choose Read only for New Customer and Find Customer by Email, or Read/write for Create Customer and Update Customer.
- Copy the complete key when it appears. In Zapier, connect your PoolDial account and paste it into the API Key field. Never send the key by email.
- Select your event, map the fields, and test with a sample customer before turning on the Zap. Create Customer requires a last name and defaults to lead status. Update Customer requires the Customer ID from a trigger or search.
Timing and limits
New Customer checks periodically; it is not instant. The interval depends on your Zapier plan. It checks the 100 newest customers, so bulk imports larger than 100 customers between checks may be missed. Existing customers do not normally trigger when you first turn on the Zap.
For Create Customer, you can map a unique source-event ID into Request ID. Reusing that ID with the same fields reuses a completed result for 24 hours. Use Find Customer by Email before creating a customer when you want to avoid adding an existing contact.
Manage access and troubleshoot
If the connection expires or a key is revoked, reconnect with a new key. If a create or update step reports a permission error, reconnect with a Read/write key. Revoke the dedicated Zapier key in Settings → Developer to remove its access.
Need help or interested in testing? Contact the PoolDial team. For custom connections available today, explore the PoolDial API.