Manual Lead Entry Template:
Keep this handy for when Zapier inevitably breaks:
Quick Entry Checklist:
- [ ] Full Name (Title field)
- [ ] Email
- [ ] Company
- [ ] Lead Source
- [ ] Status = "New"
- [ ] Priority = "Warm"
- [ ] Today's date in "Date Added"
Troubleshooting Contact
Before panicking:
- Check Zapier task history for error messages
- Test with a new form submission
- Verify Tally form field names haven't changed
- Check Notion database permissions
Still stuck? Most issues are field name mismatches or permission problems.
Success Metrics
Week 1: Automation working smoothly