Finally. It’s here.
The ultimate solution to automatically clean and complete contact data in your CRM or marketing automation tool…
Just a few hours ago, FullContact announced a new way to integrate with Zapier. The integration takes advantage of Zapier’s new multi-step zaps to automatically clean and fill your contact data as it is added to your CRM or marketing automation tool.
Having already implemented this solution for ourselves, I thought I’d whip up a quick tutorial for you.
Things You Will Need
This is simple! All you need is:
- An account at FullContact (I’d recommend the premium version at only $9.99/mo.)
- An account at Zapier (Depending on the number of leads you generate each month, you may or may not need more than the Free or Basic plans.)
- An CRM/marketing automation tool (Supported CRMs: Infusionsoft, Salesforce, Hubspot CRM, Highrise, SugarCRM, Nimble, and more!)
Getting Set Up
Below is a step-by-step guide to create the zap that will keep your list clean! For this example we will use Infusionsoft, our favorite marketing automation tool. 🙂
The first step is to start making your zap.
Next, select your CRM or marketing automation tool.
Select the “new contact” trigger for your CRM.
Select or connect your CRM account.
Test your CRM account connection.
Select FullContact for the action.
Select the “Find Person” action.
Select or connect your FullContact account.
Select “Email” to use as the FullContact lookup field.
Test the FullContact connection. Click the “+” button to add a 3rd and final step.
Select your CRM again.
Select your CRM’s “create/update contact” action.
Select your CRM account again.
Fill out the Email field and “how to check for duplicates” field.
Fill out the CRM contact data template with FullContact’s data fields.
Test the connection with your CRM and click Finish! 🙂
This solution is not perfect! Unfortunately, it will not update contacts you’ve added in the past. At least not in this format.
However, this can be a powerful addition to your ongoing lead generation efforts. Especially if you have sales team that needs more complete contact data.
Have questions? Let me know in the comments below or tweet me @LucasGarvin.
Happy marketing! 🙂