Adding Contacts+ business cards as contacts in Sell

Growth Professional Enterprise Sell plans

You can use the Zapier integration in Sell (seeUsing Zapier with Sell) to add your new Contacts+ business cards as new contacts in Sell.

This article covers the following topics:

Requirements

To get started you'll need:

A Zapier account (seeUsing Zapier with SellorContacts+ and Zendesk Sell Integrations)
A Contacts+ account
Note:Contacts+ used to be called FullContact.

To create Sell contacts from new Contacts+ business cards

Sign in to your Zapier account.
Go toContacts+ + Zendesk Sell Integrations.
UnderPopular Contacts+ +Zendesk workflows, clickAdd new Contacts+ business cards as people in Zendesk Sell.
ClickTry it.
Click theNew Business Card Transcribedtrigger, then clickContinue.
If you're creating your own Contacts+ Zap, choose from the Contacts+ triggers listed, then clickContinue.
ClickConnect an Account.
Enter your Contacts+ login credentials, then clickLog In.
Authorize Zapier to connect with your Contacts+ account, then clickSave + Continue.
InZendesk Sell Action, clickCreate Person > Continue.You're prompted to connect your Sell account.
ClickConnect an Account.
Sign in to and authorize Zapier to your Sell account, then clickContinue.
In theActionpanel, selectSet Up Templateto map the Contacts+ entries to Sell fields.
When you're done, clickContinue.
A test page will appear. If it looks correct, clickCreate and Continue.
ClickFinish.
Enter a name for your Zap, then clickOn.
现在,当您创建一个新的名片联系s+ it will automatically be added to Sell as a contact.