Zapier is an online automation tool that connects different applications such as Google Contacts, Gmail, Outlook, Salesforce, HubSpot, and more to automate repetitive tasks.
Zapier operates through two primary components: Actions and Triggers.Triggers: A trigger in Zapier is an event that starts a workflow, known as a Zap. Itβs the βthisβ part in an βif this happens, then do thatβ equation. For instance, receiving an email in Outlook could be a trigger.Actions: An action is what Zapier does after a trigger is activated. Itβs the βdo thatβ part in the βif this happens, then do thatβ equation. Following the previous example, an action could be saving the email body as a note in Dex.Together, a trigger and an action form a complete Zap. For instance, βIf I receive a new email in Gmail (Trigger), then save the email body in Dex(Action).β
From the Zapier page of your Dex account, you can copy and paste your Zapier Key to make the connection.
Clicking on βConnect Zapierβ logs you into Zapier using your Dex account.
If you started in Zapier, you can connect and authenticate your Dex account by inputting the Zapier Key you got on the Zapier page.This is available in the process of adding an action for Dex under the βAccountβ section.
Start by adding a trigger from an external app of your choice.
2
Setup Authentication and Configure
Choose the βCreate or Update Contactβ action.
Configure the following fields:
first_name
last_name
email (multiple emails can be included)
phone_numbers (multiple numbers can be included)
job_title
description
If the email exists for an existing contact, weβll update their details. If no contact matches the email provided, weβll create a new one with the given field details.
3
Test and Activate Your Zap
Test the Zap to make sure each step is functioning correctly.
Once satisfied, activate the Zap to start the automated workflow.