Adding Contacts+ business cards as contacts using the Zapier integration in Sell

What's my plan?

You can use the Zapier integration in Sell (see Using Zapier with Sell) to add your new Contacts+ business cards as new contacts in Sell.

This article covers the following topics:

Requirements

Creating contacts in Sell from Contact+ business cards

Requirements

To get started you'll need:

A Zapier account (see Using Zapier with Sell or Contacts+ and Zendesk Sell Integrations)

A Contacts+ account

Note: Contacts+ used to be called FullContact.

Creating contacts in Sell from Contact+ business cards

To create Sell contacts from new Contacts+ business cards

Sign in to your Zapier account.

Go to Contacts+ + Zendesk Sell Integrations.

Under Popular Contacts+ +Zendesk workflows, click Add new Contacts+ business cards as people in Zendesk Sell.

Click Try it.

Click the New Business Card Transcribed trigger, then click Continue.

If you're creating your own Contacts+ Zap, choose from the Contacts+ triggers listed, then click Continue.

Click Connect an Account.

Enter your Contacts+ login credentials, then click Log In.

Authorize Zapier to connect with your Contacts+ account, then click Save + Continue.

In Zendesk Sell Action, click Create Person > Continue.You're prompted to connect your Sell account.

Click Connect an Account.

Sign in to and authorize Zapier to your Sell account, then click Continue.

In the Action panel, select Set Up Template to map the Contacts+ entries to Sell fields.

When you're done, click Continue.

A test page will appear. If it looks correct, click Create and Continue.

Click Finish.

Enter a name for your Zap, then click On.

Now when you create a new business card in Contacts+ it will automatically be added to Sell as a contact.