This automation scenario allows you to connect Google Contacts and Flexie CRM
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Google Contacts and Flexie CRM can also be integrated using automation tools other than zapier:
When this trigger fires in Google Contacts
Triggers when a contact is created or updated.
Then this action happens in Flexie CRM
Creates a new contact.
This guide contains information on how to set up an automatic workflow that allows to Add new Google Contacts as Flexie CRM contacts.
Part I
First, we need to connect Google Contacts and Flexie CRM to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Contacts to Zapier.
Give Zapier access to your Google Contacts account, using Google Contacts credentials.
Connect Flexie CRM to Zapier.
Give Zapier access to your Flexie CRM account, using Flexie CRM credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Google Contacts
Choose the following trigger: New or Updated Contact (Triggers when a contact is created or updated.).
Then set up an Action for Flexie CRM
Choose this action: Create Contact (Creates a new contact.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Contacts and Flexie CRM.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Google Contacts as Flexie CRM contacts!
Triggers when a contact is created or updated.
Triggers when a contact is created or updated.
This Trigger fires every time a new Google Contact is created.
Triggers when a group is created.
This Trigger fires every time a Google Contact is added to a group.
Triggers when a contact is created.
Creates a new contact.
Creates a new lead.
Creates a contact.
Creates a lead.
Creates a new account.
Creates a Custom Entity.
Google Contacts alternatives
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