1.Catch new or updated contact
Integrate Google Contacts and contact capture tools to catch new or updated contact events and pass core fields into the flow.
Create or update contact records in your CRM
Automatically watch new or updated contacts across Google Contacts and CRM systems. Create or update contact records in your central databaseβso you can keep emails, phone numbers, and birthday details current without manual data entry.
How this automation keeps contact records current
When new or updated contacts arrive in your address book, stale CRM details can slow follow-up and cause missed outreach. This automation catches contact changes, formats birthdays, and updates or creates matching CRM recordsβso your team can work from accurate contact data.
Google Contactsor swap with your favorite app
2.Convert birthday for CRM display
Integrate Formatter by Zapier and date formatting tools to convert the raw birthday into a month day string for the CRM birthday field.
Formatter by Zapieror swap with your favorite app
3.Find matching contact record
Integrate Notion and database search tools to find a matching database item by email or full name and return the page ID.
Notionor swap with your favorite app
4.Update or create contact item
Integrate Notion and CRM field mapping tools to update the matched record or create a new contact item with mapped fields.
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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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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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