Zapier Integration

daniel at February 18th, 2021 17:17 — #1

I am wanting to synchronize new contacts into OnePageCRM and I'm able to get my new contacts into Zapier. Zapier has a "Create Contact" function, but this doesn't check whether or not the contact already exists in OnePageCRM. Zapier also has a "Find Contact" function but this searches based on the name field containing a match, so it is a pretty fuzzy match. Either of these creates duplicates in OnePageCRM, and I'm hoping to avoid that.

The current API appears to support searching by name, phone, and email, so it should be feasible for Zapier to support "Find Contact By Name", "Find Contact By Phone Number", and "Find Contact By Email Address". Email address in particular would help prevent duplicates. (I understand that there are numerous ways to enter phone numbers and email addresses, and that makes this sort of match more challenging, but for my purposes, I am able to assume that the data on both sides is standardized.)

Does OnePageCRM manage this integration with Zapier? Or is this managed by Zapier? Or by a third-party?

Thanks!

victor at February 19th, 2021 09:52 — #2

Hi @daniel! Thanks for the question.

In your case, you can go with Find Contact option.
Zapier's Find Contact uses /contacts API endpoint (https://developer.onepagecrm.com/api/#/Contacts/get_contacts)
with search parameter.
That means that Zapier's Find Contact does search contacts by name, company name, phone, and email address as well.
If few contacts found, only the first one will be returned.

Best regards,
Victor

daniel at February 20th, 2021 19:24 — #3

Thank you @victor that works.

Two suggestions:

In Zapier, consider updating the help text for the search text field. The help text currently reads: "Only contacts having this phrase in first, last or company name will be returned" and perhaps could be updated to something like "Search contacts by contact name, company name or phone number. See also https://developer.onepagecrm.com/api/#/Contacts/get_contacts"

In Zapier, consider modifying "Find Contact" to also include fields for the phone and email parameters. I played around with this, and it seems to work fine to have all three fields available, but to only use one. In this case, there might need to be additional help text about whether the three fields are mutually exclusive, or whether all fields must match, or whether any field may match.

sofiya85 at January 24th, 2024 02:24 — #4

Use Zapier's Find Contact feature more wisely to synchronize new contacts into OnePageCRM without producing duplicates. Standardize data on both ends to improve the process, even if it mainly searches by name. Having standardized email addresses is really helpful. To avoid duplicates, find out if OnePageCRM's API allows email searches. For more information on any particular features, check out the documentation provided by OnePageCRM. Activate Webhooks in OnePageCRM python training in calicut