Using Zapier and Contacts+


Does Contacts+ integrate with Zapier?

Yes. We do offer integration with Zapier. You can access it here.

If you're unfamiliar with Zapier, it's a platform that connects apps through a series of 'triggers' and 'actions.'

In the case of Contacts+, the Zaps are triggered by events (i.e. any new contact created) or by adding a specific tag to a contact when creating it, thus sending the contact through Zapier to any of Zapier's supported apps and services. You can read more about the integrations they offer here.

A few popular Zaps include Contacts+ -> HubSpot; Contacts+ -> Pipedrive; Contacts+ -> MailChimp; and Contacts+ -> Google Sheets.

It is also possible to set up Zaps from Zapier to Contacts+ so that changes performed in the Zapier supported-apps create or update contacts in your Contacts+ account.


How can I integrate Contacts+ with Zapier?

To get started, first create a Zapier account, then create a Zap between Contacts+ and the app or service that you wish to integrate with (or the other way around).

Zapier has many pre-built Zaps that you can use to get started, or you can build an integration from scratch. Here's an example of integrating with Google Sheets:

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Keep clicking continue and add your Contacts+/Google credentials along the way. When given the choice to choose trigger options select a tag you have created for this step in your Contacts+ account.

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If you want to send contacts associated with a specific Contacts+ tag, you can apply this tag (for example, "Send to Google Sheet") so that Contacts+ only sends a contact if this specific tag exists.

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Once you've set up your Zap, you'll need to make sure you turn it on in Zapier.

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Once your Zap is set up it'll be active and ready to go in Contacts+. In this case, when a new contact is added to Contacts+ and tagged with tag chosen in Zapier, it will be automatically sent to Google Sheets.

Please note that if you create a Zap that triggers when a new business card is transcribed, it will only function when scanning a new card in Contacts+ for iOS app and Contacts+ for Android app or Contacts+ Web app.


Are all Contacts+/Zapier Zaps free?

Not all; however, a majority of Zaps are free. Take a look at their App Directory to learn more about which Zaps are free and which are Premium.

You can also find a list of their 'up-and-coming' integrations here.


Are all contact information fields transferred through Zapier?

When creating a Zap, you can choose which fields to transfer from Contacts+ to your selected service (however, please note that not all of them are supported by every service).


What if I don't want to use Zapier, is there any other way to get my contacts/business cards sent to a different service?

While creating a Zap is the most efficient way, you can always export your contacts/business cards from your Contacts+ for Web app and import into your desired service. Skim this article for further instructions.


Does Contacts+ integrate with Salesforce?

Currently, we do not offer a direct integration with Salesforce; however, you can create a Zap between Contacts+ and Salesforce to contacts to your Salesforce account.

If you'd rather opt-out of creating a Zapier account, you can export your contacts from the Contacts+ for Web app and import into your Salesforce account.

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