Knowledge Base

Knowledge Base/Integrations/Zapier/Zapier: creating a ne...

Topics
What you need
Creating your Zap

Zapier: creating a new person in Pipedrive from a business card in Contacts+

JT
Jenny Takahara, November 11, 2023
Note: You can see the full list of Pipedrive to Contacts+ integrations on this page.

You can save your Contacts+ business card data to Pipedrive using Zapier.


What you need

Note: If you’re looking to familiarize yourself with Pipedrive, take a look at our Pipedrive Learn tutorials.

To create a Zap to connect your Pipedrive and Contacts+ accounts, you’ll need:

To get started with Contacts+ (creating tags, uploading business cards, etc.) check out their support documentation.

Note: You can find more about getting started using Pipedrive and Zapier on this page.

Creating your Zap

Note: To create a Zap using Contacts+, you’ll need at least one tag created in your account and a business card where that tag has been applied. The Zap will ask for a team as well, but using one is optional.

Zapier provides a template you can use to create people from Contacts+ business cards.

Click ”Try this template“ and you’ll be taken to the Zap editor, where you can customize your automation.

You’ll be asked to “Sign in“ to your Contacts+ and Pipedrive accounts to connect your Zap.

After you’ve customized and tested each part of your Zap, click ”Publish“ to save your Zap.

Was this article helpful?

Yes

No

Related articles

Got any questions?

Contact us