Hello! I am trying to integrate RingCentral with Keap.
I am getting an error related to the 'How To Check For Duplicates' field. From the custom options, I selected 'From Phone Number'. When I test the action, I got this error message:
Failed to create a contact in Keap
The app returned "Input value is invalid: +1**********"
What should I do? May you please help me? Thank you.
+14
Hi
Good question.
Can you please post detailed screenshots with how your Zap steps are configured in order for us to have proper context?
You may want to try using this Zap action: Formatter > Numbers > Format Phone Number
Try formatting the phone number as just 10 digits.
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Hi
+14
This field is a standardized dropdown field.
Remove the mapped variable and check the dropdown options.
Below are the only options. They won’t work since RingCentral doesn’t automatically collect the caller’s email address and name.
+14
Many CRM apps are based around email as the primary key, which is probably why those are the only 2 options available for duplicate checks.
I see. So there is really no way to use contact numbers for duplicate checks? If so, I don’t think integrating RingCentral with Keap via Zapier will be helpful for us.
+14
You can try to see if the Keap Find Contact Zap actions allows you to search by Phone.
If it does, then you can add Paths after the Zap to handle each use case: Contact exists VS Contact does NOT exist
+12
Switch to the Keap Max Classic Zapier integration and choose the Find Contact search action. Many people are unaware but the Keap and the Keap Max Classic Zapier integrations are built upon the same API and should work whether you use Keap or Max Classic.
The Max Classic Zapier integration has a find contact action that supports phone1 as a dedupe field.
Once a contact is found or created, you can use an update contact action (if need be) and map the contact id returned form the find contact step.
Keap in mind an email is required to create a contact in Keap through Zapier…. since you don’t know the email address you may need to create a fake one based off the phone number that way you can create the contact and update the email address at a later date... i.e maybe something like {{phone_number}}@ring_central_lead.com
+8
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