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. It’s the ‘this’ part in an ‘if this happens, then do that’ equation. For instance, receiving an email in Outlook could be a trigger.Actions: An action is what Zapier does after a trigger is activated. It’s the ‘do that’ part in the ‘if this happens, then do that’ 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, “If I receive a new email in Gmail (Trigger), then save the email body in Dex(Action).”
From the Zapier page of your Dex account, you can copy and paste your Zapier Key to make the connection.
Clicking on ‘Connect Zapier’ 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 ‘Account’ section.
Start by adding a trigger from an external app of your choice.
2
Setup Authentication and Configure
Choose the “Create or Update Contact” 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, we’ll update their details. If no contact matches the email provided, we’ll 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.