Hello!
I currently have a zap for follow up boss (CRM) that when a new contact is created it automatically imports that lead to constant contact and works great.
However when I have a preexisting contact in Followup boss and I add or change the email in followup boss it does not update this or add this to constant contact. How do I resolve this?
Zap bot said this:
“To fix the issue with emails not syncing over to Constant Contact when updating existing contacts, you should modify your existing Zap. Follow these steps:
- Add a Find Contact Action: Search for the email address and select the option to create a new contact if none is found .
- Replace the Create Contact Action: Use the Update Contact action instead. This will allow the Zap to update the list the email belongs to whenever it has already been added to your account .
This approach ensures that existing contacts are updated rather than duplicated, resolving the syncing issue.”
When trying to change the trigger in zap for follow up boss I do not have an option for “Find Contact” action but I do see an “update contact” in constant contact action. Is this not an option for follow up boss? Do i need to create or modify my existing zap? Any work arounds you can think off?
