Question

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


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

Userlevel 7
Badge +10

@Zumbie 

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

Userlevel 7
Badge +12

This is also being discussed here for reference: 

 

Userlevel 7
Badge +10

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