By searching for your contact before attempting an update, you ensure that you're modifying the existing information rather than creating a new entry.
We're here to guide you through the process of updating a contact in TidyHQ using Zapier, to make sure duplicate contacts are not created. Let's dive in!
Why Use a Search Operation First? 🕵️♂️
Imagine you're trying to update your friend's contact information in your TidyHQ workspace. You could just add a new contact with the updated info, but if your friend is already in there, you'll end up with duplicates. That's where the magic of using a search operation first comes in!
By searching for your contact before attempting an update, you ensure that you're modifying the existing information rather than creating a new entry.
Step-by-Step Guide to Update a Contact Using Zapier 🧙♂️✨
Step 1: Choose Your Trigger
Log in to Zapier and click on the Create Zap button.
For your Trigger, select the app and event that initiates the contact update. This could be a form submission, a new email subscriber, or any event where contact information comes your way.
Step 2: Set Up a Search Action in TidyHQ
After setting your trigger, it's time to add an Action. Choose TidyHQ as your action app.
Select the Find Contact action.
Connect your TidyHQ account if you haven't already.
Set up your search. Typically, you'll search by email since it's a unique identifier. Fill in the fields necessary to locate your contact's existing record.
Tip: If the contact can't be found, you can tell Zapier to create a new one right within the same action. Look for the option "Create TidyHQ Contact if it doesn't exist yet" when setting up your action.
Step 3: Update the Contact
After the Find Contact action, add another Action.
This time, choose the Update Contact action for TidyHQ.
Here's the key part: in the setup, you will be asked to specify which contact to update. Use the Tidy-Assigned Identifier for Contact from the previous search result as the identifier for the update. This makes sure you're updating the correct contact.
Step 4: Test and Activate Your Zap
Do a test run of your Zap to ensure it's finding the right contact and updating it without creating duplicates.
Once you're happy with the setup, turn your Zap on. Voilà! You're all set to update contacts automatically from other apps.
Watch our demo video for the best experience
Note: Zaps with more than two steps, or using a filter, require a paid Zapier subscription (separate to your TidyHQ subscription).
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