Hi, I'm working on automating a process, and as part of it, I require a Zap with LeadConnector. However, I'm encountering an issue where I only want to update existing contacts by adding a tag to them. While this functionality is already implemented, the 'create/update' option sometimes results in the creation of contacts that I don't intend to create. Is there a way to ensure that it only updates existing contacts? Thanks!
Hi
For us to have full context, please post detailed screenshots with how your Zap steps are outlined and configured, thanks.
For more control, the GHL API can be used: https://help.gohighlevel.com/support/solutions/articles/48001060529-highlevel-api
This is my Zap
But on the add/update contact in LeadConnector, I want it to be Update only, is there any way for this? because otherwise if the contact doesn’t exist, it will create a new one, and I don’t want that. Thanks!
We would need to see screenshots with how your Zap Step 2 is configured to have full context.
New contacts might be created due to the phone number format.
You may want to first stardardized the phone number format being used.
Formatter > Numbers > Phone Number Format
Sometimes, incoming phone numbers do not correspond to an existing contact in our system, prompting the creation of a new contact which is what we don’t want. However, if the contact already exists, it simply updates it rather than creating a duplicate. Hence, I'm seeking a solution to ensure that the system only updates existing contacts and refrains from creating new ones unnecessarily. Thanks.
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You would need to use the GHL API so search for a Contact by Phone #, followed by a Filter step.
For more control, the GHL API can be used: https://help.gohighlevel.com/support/solutions/articles/48001060529-highlevel-api
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