Zapier Integration
Connect Dex to the tools you already use—like Google Contacts, Gmail, Outlook, Salesforce, and more—and let Zapier handle the busywork.
Key features
- Create contacts.
- Create notes.
- Create reminders.
Overview
The Zapier integration connects Dex with thousands of apps—including Gmail, Outlook, Salesforce, and HubSpot—to automate repetitive relationship management tasks. Zapier works through triggers (events that start a workflow) and actions (tasks Dex performs). Currently, Dex supports actions only, meaning external triggers from connected apps can push data into Dex automatically. Available actions include creating or updating contacts (with fields like name, email, phone, and job title), creating timestamped notes from email content, and generating reminders from calendar events with attendee associations. Setup requires retrieving your Zapier Key from Dex settings and connecting it during action configuration in Zapier. This integration eliminates manual data entry and ensures your contact information, notes, and follow-ups stay synchronized across your entire workflow.
View more information
You can find more details about the Zapier in our documentation.