1.Monitors new or updated contacts
Integrate Google Contacts and contact group membership data to monitor new address book entries and pass contact fields forward.
Add new address book contacts to CRM and alert
Automatically monitor new or updated address book contacts across Google Contacts and sales CRM data. Get instant phone formatting, create or update CRM contacts, and send rep notifications when contact details changeβso you can avoid manual data entry and follow-up delays.
How this automation protects your CRM contacts from data drift
When new or updated contacts appear in your address book, stale or messy phone data can cause missed outreach. This automation formats phone numbers and upserts CRM contact records and sends direct messagesβso your team can respond with accurate details without manual data entry.
Google Contactsor swap with your favorite app
2.Formats and validates phone numbers
Integrate Formatter by Zapier and phone validation tools to format and validate phone inputs and return one clean phone string.
Formatter by Zapieror swap with your favorite app
3.Finds contact by phone or email
Integrate Follow Up Boss and contact matching rules to search by formatted phone and primary email and determine match status.
Follow Up Bossor swap with your favorite app
4.Creates or updates CRM contact
Integrate Follow Up Boss and CRM record management to create a new contact on a search miss or update an existing match.
5.Sends direct message to rep
Integrate Slack to send a direct message with contact name and formatted phone and include a link to the CRM record.
Slackor swap with your favorite app
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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