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
To get started you'll need:
- A Zapier account (see Using Zapier with Sell or Contacts+ and Zendesk Sell Integrations)
- A Contacts+ accountNote: 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.