Managing automations across your business processes can often feel overwhelming—especially when it’s hard to remember what you named your Zaps or how each automation fits within your broader workflows. Without a clear way to see how your automations interact, small adjustments can feel risky, potentially affecting downstream systems.
Puzzle’s Zapier integration changes that by giving you a visual representation of how your automations work within your processes. You can easily sync your Zaps, find what you need, and make changes with confidence, all within the Puzzle canvas.
Benefits of Integrating Zapier with Puzzle
🔄 Easily Manage Zaps: Quickly locate and edit Zaps within your broader workflows without getting lost in lists.
🛠️ Visualize Automations: Puzzle displays your Zaps in context so you can see how everything connects.
👥 Align Teams: Ensure non-technical team members understand and follow processes tied to your automations.
✅ Confident Adjustments: Make changes with ease, knowing how they’ll impact other processes, reducing errors.
Video Guide: Integrate with Zapier
Step-by-Step Guide: Setting Up Zapier Integration in Puzzle
Setting Up The Integration
Setting Up The Integration
🏠 Go to Puzzle > select your workspace and navigate to the Tools section in your workspace.
👉 Click 🔎 to open the Puzzle tools library from the left sidebar.
➕ If Zapier is not yet added to your canvas > Search Zapier > Click Add.
⚠️ If Zapier has already been added to your tool canvas, simply click on it to open its management options.
⚙️ Once added, a right sidebar will open where you can manage your Zapier tool.
🔄 Click the purple Sync icon.
🔓 Add your Zapier account and follow the prompts to authenticate.
Adding Synced Zapier Steps to Your Workflow
Adding Synced Zapier Steps to Your Workflow
📋 Navigate to the Workflows tab within your workspace.
🖱️ Click the "🔄" icon to display the integration sidebar and find your Zapier account.
📂 Click the "🔄" icon to retrieve all your current Zaps and review the list.
➕ Find the Zap you want and click the "+" to add it to your canvas.
👀 To access the live Zapier link for your added Zap, click the purple 🔄 icon on the right sidebar. Once you click it, you will be directed to the link.
📝 After adding a Zap to the canvas, go to the Information tab. Here, you can:
Add training videos.
Associate roles involved in the automation.
Write notes and adjust the automation settings as needed.
Connecting an Existing Step to a Zapier Automation
Connecting an Existing Step to a Zapier Automation
🎯 Find an existing step in Puzzle that corresponds to a Zapier automation.
🔗 Click the purple 🔄 icon, followed by another blue 🔄icon to fetch live Zapier automations.
🔍 Find the related Zapier automation and click the blue "+" icon to sync it with the step.
🌐 A visit workflow link will be added to the step, allowing you to open the Zapier automation link in a new tab.
🚨 Important: If you don’t see the Sync icon in your step sidebar, you may need to enable it first.
How to Enable Sync in Step Sidebar Configuration:
Go to Workspace Settings in Puzzle.
Navigate to Step Sidebar Configuration.
Toggle ON the Sync input.
Click Save, and your Step Sidebar will update automatically.
Now, when you open a step, the Sync option will be available, allowing you to connect HubSpot workflows seamlessly.
Disconnecting a Synced Step
Disconnecting a Synced Step
🖱️ Click the step you want to disconnect to open the sidebar.
👉 Click the purple 🔄 icon.
❌ At the bottom of the sidebar, click Disconnect Step.
Pro Tips for Success
Standardize Naming: Name Zaps clearly in Zapier to streamline syncing and locating automations in Puzzle.
Annotate for Clarity: Add notes and training resources for team members to understand workflows without confusion.
Keep it Current: Regularly sync Zapier with Puzzle to ensure all updates are accurately reflected.
Conclusion: Empower Your Automations
With Puzzle x Zapier, automation management becomes simpler, faster, and more reliable. Stop worrying about hidden impacts or broken workflows—Puzzle gives you the confidence to build, adjust, and optimize automations with ease.
Get started with Puzzle today, and let your automations drive success across your organization.
Beyond Zapier: More Integrations, More Power
Puzzle is more than just a Zapier integration tool. We’re building a platform that works seamlessly across your entire automation ecosystem. Our integrations include:
As we expand, expect more integrations that adapt to your team’s unique needs, helping you create connected, efficient workflows across your business.