Hello, I want to add new or updated google contacts to a group depending on the "prefix" value.
Specifically, the example is as follows: For example, the Google contact has the prefix "TKA". Thus, this contact should be added to the Google group "TKA group".
I am currently using "New or Updated Contact in Google Contacts" as a trigger --> as an action I use "Filter by Zapier" and then "Add Contact to Group in Google Contacts".
The problem is the following: In this step "Add Contact to Group in Google Contacts" a contact must also be selected in "Set up action". However, I don't want that. Only that contact should be added to the group, which was previously filtered out.
What do I have to do to make my project work?
Thanks
Greetings, Peter
Best answer by SamBBest answer by SamB
Hey @vantage!
It sounds like you’d need multiple Zaps, one to check for each of the desired prefixes but as Troy mentioned, you’d need to be careful not to create a Zap loop!
To avoid a Zap loop I’d suggest getting the Zap to check whether the contact is already in the group. To do that you’d set the Filter step to check that none of the groups listed in the groups field for the contact are a match for the group the Zap would add them to. That way if it finds a match, it will halt and not attempt to add them again.
Here’s an example of how that Filter could look if the group name was TKA:
Let’s say you’d have two prefixes you were wanted to add contacts to TKA and TKB. To handle that you’d create two Zaps that would have the same triggers and actions but check for different prefixes and add the contact to different groups accordingly:
Zap 1 - TKA prefix
Trigger: New or Updated Contact (Google Contacts) - triggers when any new contact is added or updated.
Action: Only Continue if (Filter by Zapier) - set to check that the groups field doesn’t contain the TKA group.
Action: Add Contact to Group (Google Contacts) - set to add the contact to the TKA group.
Zap 2 - TKB prefix
Trigger: New or Updated Contact (Google Contacts) - triggers when any new contact is added or updated.
Action: Only Continue if (Filter by Zapier) - set to check that the groups field doesn’t contain the TKB group.
Action: Add Contact to Group (Google Contacts) - set to add the contact to the TKB group.
Oh and to ensure the correct contact is added to the group, you’d need to select the Original Id field as Troy mentioned previously. Which would look like this:
Hope that helps. Please do keep us in the loop on how you get on with this!
It sounds like you’d need multiple Zaps, one to check for each of the desired prefixes but as Troy mentioned, you’d need to be careful not to create a Zap loop!
To avoid a Zap loop I’d suggest getting the Zap to check whether the contact is already in the group. To do that you’d set the Filter step to check that none of the groups listed in the groups field for the contact are a match for the group the Zap would add them to. That way if it finds a match, it will halt and not attempt to add them again.
Here’s an example of how that Filter could look if the group name was TKA:
Let’s say you’d have two prefixes you were wanted to add contacts to TKA and TKB. To handle that you’d create two Zaps that would have the same triggers and actions but check for different prefixes and add the contact to different groups accordingly:
Zap 1 - TKA prefix
Trigger: New or Updated Contact (Google Contacts) - triggers when any new contact is added or updated.
Action: Only Continue if (Filter by Zapier) - set to check that the groups field doesn’t contain the TKA group.
Action: Add Contact to Group (Google Contacts) - set to add the contact to the TKA group.
Zap 2 - TKB prefix
Trigger: New or Updated Contact (Google Contacts) - triggers when any new contact is added or updated.
Action: Only Continue if (Filter by Zapier) - set to check that the groups field doesn’t contain the TKB group.
Action: Add Contact to Group (Google Contacts) - set to add the contact to the TKB group.
Oh and to ensure the correct contact is added to the group, you’d need to select the Original Id field as Troy mentioned previously. Which would look like this:
Hope that helps. Please do keep us in the loop on how you get on with this!
