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I was wondering if It’s possible to update contact information between 2 platforms without needing to create a new contact.

 

I use FollowUpBoss and Outlook/RingCentral (these two already work together). I created a Zap where if I create a new Contact in FollowUpBoss, it will create the same new contact in Outlook (which then gets sent to RingCentral since they synchronize). But If I want to update information on a already existing contact, I can’t create a Zap that automates the update of a contact through these two platforms. is there anyway to do this?

Hi ​@alex perez 

You’ve mentioned 3 apps.

Can you clarify which 2 apps you want to update the contact in via Zap steps? (e.g. trigger + action)

 

Zap apps can be searched here: https://zapier.com/apps

Each Zap app has a profile page that lists the available triggers/actions.

Hey ​@Troy Tessalone,

 

Mainly FollowUpBoss and Outlook.

So, if I update a contact’s information in FollowUpBoss, it should automatically update the same contact in Outlook (or vice versa).

​@alex perez 

NOTE: Zaps are not meant for bi-directional data syncs.

Info: https://help.zapier.com/hc/en-us/articles/8495908569613-Does-Zapier-support-two-way-syncing

 

General logic is like this: trigger event > find/create contact > filter (if existing contact found) > update contact

 

Zap app triggers/actions:

 

Does not appear either app has a true “updated contact” trigger event.

 

 

 

Hi ​@alex perez,


 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

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