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Question

Is it possible to transfer contact data (phone numbers+name) from a CRM to smartphone?

  • May 11, 2021
  • 3 replies
  • 89 views

Hello community,

I am responsible for a web CRM software(Customer Relationship Management) and I am completely new to Zapier.
Is there an zap/app that allows me to transfer contact data (phone numbers+name) from my web CRM software to a smartphone?

Our use case is that we want to display the conatct data to the called party when a call is received on the smartphone. So that the called person can address the caller personally by name.

 

Thanks in advance

Zumbie

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3 replies

AndrewJDavison
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  • Zapier Solution Partner
  • May 11, 2021

@Zumbie 

This is only going to work if there is a specific Zapier-compatible contact app on the Smartphone. Maybe Google Contacts?


GetUWired
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  • Zapier Solution Partner
  • May 11, 2021

This is also being discussed here for reference: 

 


AndrewJDavison
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  • Zapier Solution Partner
  • July 1, 2021

@Zumbie 
Just checking in to see if you still need help with this?