​How To Troubleshoot When Your Zapier Is Not Working

Created by Stefan Perchinkov, Modified on Wed, 26 Feb at 11:32 AM by Stefan Perchinkov

When integrating various tools with Referins using Zapier, ensuring a seamless data flow is crucial for maintaining efficiency and accuracy in your operations. However, sometimes, something goes wrong, and your leads or data don’t transfer as expected. This article will guide you through the steps to troubleshoot issues with your Zapier connections, helping you identify and resolve common problems that may arise.

How to Troubleshoot Your Zapier Connection

  1. Identify the Source of the Problem:
    • Log into your Zapier account.
    • Navigate to your Zaps list and identify which Zap is responsible for transferring the data to Referins
    • Note the date and time of the data entry in  Referins to help match it with the corresponding Zap in Zapier.
  1. Check Zap Task History:
    • Go to “Zap Task History” on Zapier.
    • Find the task related to the data entry you are troubleshooting.
    • Review the data that was sent out from the source and the data that was received by Referins
  2. Inspect the Data Mapping:
    • Click into the Zap task and inspect the data mapping.
    • Ensure that the data from the source is correctly mapped to the fields in Referins
    • Look for any anomalies, such as a large block of text being mapped to a single field or fields that are completely empty. 
  1. Edit Zap Settings:
    • If you notice any issues with the data mapping, click "Edit Zap Settings."
    • Go through each step of the Zap to ensure everything is configured correctly.
    • Pay particular attention to the sample data to confirm it matches your expectations.
  2. Test and Verify:
    • After making any changes, test the Zap with a new sample data entry.
    • Verify that the data is correctly transferred and appears as expected in Referins

Pro Tips:

  • Regularly Review Zaps: Periodically check your Zapier connections and task history to catch any issues early.
  • Use Descriptive Field Names: Ensure your fields in Zapier are clearly labeled to avoid confusion during mapping.
  • Test with Real Data: Always test with real data that closely matches your everyday use cases to ensure accuracy.

FAQ:

  1. Why is my data not showing up in Referins?
    • This could be due to incorrect data mapping or an issue with the source data. Check the Zap task history and ensure fields are correctly mapped.
  2. What should I do if my leads are coming in blank?
    • Verify that the correct data is being sent from the source and mapped properly in Zapier. Ensure that the fields are not empty in the task history.
  3. How do I match the data entry time in Referins with Zapier?
    • Compare the date and time of the data entry in Referins with the task history in Zapier to identify the corresponding Zap.
  4. Can I undo a change in Zapier if it causes an issue?
    • While you can’t undo a change directly, you can revert to previous settings or recreate the Zap from scratch if necessary.

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