How To Sync GHL Contacts With Contacts In Phone
All you need is Zapier.
Set up the Zap
- Step 1: Login into your zapier account and create a new zap
- Step 2: Click on trigger and select “Webhook by zapier” as the trigger
- Step 3: Configure the trigger. Select “Catch hook” as the event
- Step 4: Continue clicking on “continue” till you reach the test step.
- Step 5: Copy the webhook link provided at the test step.
Set up the automation
- Step 6: Go back to your GHL account and create a new workflow
- Step 7: Click on trigger and select “contact created” as the trigger.
- Step 8: Click the + sign to add the first action. Select the “Wait” action
- Step 9: Toggle advanced window ON to add condition to wait
- Step 10: In the field “wait for”, select “Condition”
- Step 11: In the segment that opens, click on “select”, “Contact details” and select “Phone”
- Step 12: Click on “select operator” and select “is not empty”
- Step 13: Save action and add the next action which will be “webhook”
- Step 14: In the url field, paste the webhook link copied from the zap and save the action
- Step 15: Publish and save the workflow.
Note
Create a new contact inside GHL to use for test purposes.
Finish up the zap
- Step 16: Go back to the zap and click on Test trigger--->>>continue with selected record
- Step 17: This will open the window to select the first action after the trigger
- Step 18: Select “Google contacts”
- Step 19: Click on the event field and select “create contact” and click the continue button
- Step 20: In the next step, you will be expected to connect your gmail account
Important Note:
The account connected in the zap should be the same account connected to the mobile phone.
- Step 21: Click continue to proceed to mapping the data fields.
- Step 22: The most important fields to look out for are, First name, last name, phone number.
- Once you click on any of the fields, a window containing data will pop up for you to select the desired data.
- Step 23: Click continue and and test the step. This will add the test contact to your list of google contacts which will automatically appear on your mobile device
- Step 24: The last step is to publish your Zap