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Zapier Integration: Update Contact

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AdminAriel Kimmel (Director of Labs, Keller Williams Realty) shared this idea  ·   ·  Report…  ·  Admin →
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  • Eric Aldrich commented  ·   ·  Report

    Could you please consider creating a way for Zapier to directly populate KW Command with leads from 3rd party website with Agent Fire using Zapier as a CRM lead routing tool rather than having to go to Agent Fire for lead updates. Also, addressing Zapier errors caused by duplicate contacts is an issue. Can a fix be implemented that would allow for editing of a current duplicate contact? Thank you!

  • LABS Team commented  ·   ·  Report

    Currently Zapier can create a new contact and add in all information (tags in particular) for that contact into command, but if the contact already exists the additional tags or information aren't added to the contact and a duplicate contact error is created if the phone number or address is already filled in.

    Alternatively, when a new contact fails to be created because a duplicate contact exists additional information from the failed new contact creation that wasn't part of the original contact could still be added to the contact that was detected to be a duplicate.