Zapier- Search for contacts by phone or email
under review
C
Chase Henderson
This is a must have feature for any CRM. There is no way to look up data to use it for anything else in zapier. A search for a contact, or opportunity is a huge deal to making the zapier integration useful. Must be able to search by single points of data as well such as phone number only, or email only. This way phone calls from the primary phone system can be logged, and retrieve data to be sent back out to the client.
HIGHLVL-I-3915
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S
Sales & Marketing
Merged in a post:
"Find Contact" Zap Action
J
John Mohr
A zap to search our data base and find a contact, AND pull all of their information into Zapier so we can use it in the next steps.
S
Sales & Marketing
Merged in a post:
search for contacts by phone number
J
Juanjo Grassie
Being able to search for contacts by entering a few digits of their phone number is essential, as it is the fastest way to find contacts without having to enter last names or first names, which sometimes doesn't work.
J
Josh Moore
I have found that this IS working BUT ... it returns zero results until you enter at least 6 digits in the phone number. Then the search returns results. If you enter any less than 6 digits it returns zero results.
4 digits is a lot easier to remember than 6 digits, so it would be great if the search was reduced to 3 or 4 digits.
And it would also be useful if a message showed when we had too few digits instead of zero results. The script could check if we've entered only numbers and then the message should say, "Please enter at least X digits to search for phone numbers" where we would expect to see results.
I
Igor Czajkowski
I think it is a problem with UX if the user can't find the contact in the mobile application and desktop app with fiew digits of the phone number. Lets see the scenario: I have a call from the lead. Now I want to check if this lead is already added in contacts in GHL. So I am checking contacts and the easiest i to check by typing 4 last digits of his number - 4 digits are easy to remember. And if I search ith these 4 dgits the search results bring zero results. So I am adding the lead an when I want to save it I see I can't do it. Then I check contact with names and I see that this lead was already added.
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B
Brandon Upshaw
This feature is already live
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I
Igor Czajkowski
Brandon Upshaw it doesn't work for me in desktop and mobile app
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F
Francisco Romero
it actually works that way...
H
Hicham T2A
the Find Contact option already exists. then you do Webhook and send all contact data to Zapier. Already running a flow like this for WebinarJam from GHL
J
Joe Machin
And to add Update Contact/Property as an action and allow to lookup Contact ID to find the specific record...this would be helpful for bi-directional updates from list sources.
E
Eden Brownlee
Couple years later... still no zapier updates. Is anything in this space being worked on?
Core Platform
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under review
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