Any third-party app or tool that sends communications, such as emails or texts, needs contact information to know where to send them to. When you add leads and clients to your AgencyBloc account, you can share their contact information with third-party email and texting apps using a Zap.
IN THIS ARTICLE
Video recorded in October 2021
Let's get started
With this kind of a Zap, you will add a new contact to a third-party mailing list (ex. Google Contacts) every time a new Individual record is created in AgencyBloc.
Let’s walk through an example. We’ll use the app Google Contacts, but you can make this Zap with other third-party apps.
Step 1: Trigger
Event: Individual Created
Every time an Individual record is created in AgencyBloc, the Zap will trigger.
Step 2: Action
App: Google Contacts
Event: Create Contact
When triggered, the Zap will create a new contact in your Google Contacts. During setup, you can specify what data you want to populate in new Google Contacts.
Instead of making one from scratch, you can get started right away with our pre-built Zap templates and build off of them. These are sample use cases.
Please note, when you open a template link, you’ll be sent to Zapier. If you’re logged in to Zapier, you’ll see the template. You will still need to review the Zap trigger, actions and map the data fields.
We have templates for the following apps: