Connect The Customer Factor to ServiceVault Pro via Zapier

This integration connects The Customer Factor (TCF) to ServiceVault Pro (SVP) using Zapier, so every new prospect you add in TCF is automatically created in SVP within seconds — no manual data entry required. This keeps your sales pipeline and service records in sync without switching between apps.

1. In SVP, go to Settings in the sidebar, then click the Integrations tab. Find your API Key and Webhook URL. Copy both values and keep them handy.

   

2. Log into zapier.com. Click Create and select Zap.

   

3. In the Trigger step, search for The Customer Factor. For Trigger Event, select New Prospect.

   Important: Use New Prospect — NOT New Customer. This ensures every new prospect added in TCF is immediately synced to SVP.
   

4. Connect your TCF account if prompted. You may need your TCF API key, which can be found in TCF Settings. After connecting, click Find new records to load a sample prospect to use for testing.

   

5. In the Action step, search for Webhooks by Zapier. Select POST as the Action Event.

   

6. Configure the webhook:

   • URL — paste your SVP Webhook URL copied in Step 1
   • Payload Type — set to JSON
   Important: Payload Type MUST be set to JSON. Do not use Form. Using Form will cause the webhook to fail silently with no error message.
   

7. Scroll to the Headers section. Add one header:

   • Key: X-Api-Key
   • Value: your SVP API Key copied in Step 1
   Note: This is your SVP API key from Settings > Integrations, NOT your Zapier API key.
   

8. In the Data section, map the following TCF fields to the corresponding SVP keys:

   • firstName
   • lastName
   • companyName (optional)
   • email
   • phone
   • cellPhone (optional)
   • address
   • city
   • state
   • zip
   

   Click the + button next to each key to open the field picker and select the matching TCF field from the previous step's output.

   

9. Click Test Step. After a successful test, go to Clients in SVP and find the test prospect — it will display a Prospect status badge.

   Note: If the test fails with a 401 error, verify that the X-Api-Key header value matches exactly what is shown in SVP Settings > Integrations.
   

10. Click Turn on Zap. Every new prospect added in TCF will now automatically appear in ServiceVault Pro within seconds.