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How do I upload FollowUp Boss contacts with varying data points to create customer list in Google Ads


Userlevel 1

I’d like to use Zapier to upload our contact records (about 9,000) and any new that come up into our Google Ads Manager custom list for retargeting. I am having trouble with formatting. 

I have one Zap set up to upload email addresses only. That’s working. 

When I make a ZAP to upload all six datapoints Google allows (Email, First Name, Last Name, Country, Email, and ZIP Code and phone), i am having a problem. 

To do this, all six must be included in the record. Here’s where I am having trouble: 

  • If I don’t have all six in the database, I want to upload the email address only. 
  • Our database, has the country as “United States”. Google wants only “us”
  • Our database has some ZIP Codes with the +4, some not. Google wants only the 5 digits main ZIP Code. 
  • Our database has about 1/2 the phone numbers with the 1 (+1 for US dialing), about 1/2 without. Google wants the 1 in front.

It looks like I have to learn the Zapier programming language with lots of if this, then that rules, If I have to do that, it’s easier to export to Excel, clean it up, and import to Google. 

Is there an easy, better way than either of these options? 

Thanks! 

 

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Best answer by Troy Tessalone 1 March 2023, 20:44

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Userlevel 7
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Hi @TJScott.Oviedo 

Good question.

Only Zap fields that are required or conditionally required would expect a value be supplied.

 

  • If I don’t have all six in the database, I want to upload the email address only. 
    • You’ll need to add logic to check these conditions, possibly with Filters/Paths.
  • Our database, has the country as “United States”. Google wants only “us”
  • Our database has some ZIP Codes with the +4, some not. Google wants only the 5 digits main ZIP Code. 
  • Our database has about 1/2 the phone numbers with the 1 (+1 for US dialing), about 1/2 without. Google wants the 1 in front.
    • You can use a Formatter > Numbers > Format Phone Number step to normalize the data

 

NOTE: Multiple Formatter steps could be condensed into 1 Code step: https://zapier.com/apps/code/help

Userlevel 1

Hi Troy, 

This is excellent information. Concise and on point. Thank you! 

Tom Scott