How to Integrate Zapier with BIGContacts

Integrate BIGContacts with Zapier to automate your tasks and workflows efficiently.

Use Case

Let’s say a customer service team uses BIGContacts to manage customer interactions and Trello to track tasks. They want to ensure that every time a new customer contact is added, a corresponding task is created in Trello for follow-up. By integrating BIGContacts with Zapier, they can automate this process.

Scenario:

• Trigger: A new contact is added in BIGContacts.
• Action: Zapier automatically creates a Trello card with the contact details, assigns it to a team member, and sets a due date.

How this integration helps:

1. Time-Saving Automation: Automatically sync data between BIGContacts and other tools, reducing manual work.

2. Improved Accuracy: Ensure consistent updates across platforms, minimizing errors.

3. Enhanced Workflow Efficiency: Streamline tasks by triggering actions across apps and improving follow-up management.

BIGContacts integrates with Zapier to provide the following triggers:

• New Contact
  Activates when a new contact is added to your account.

• New Meeting
  Activates when a new meeting is created for a specific user.

• New Task
  Activates when a task is assigned to a specific contact.

• New Note
  Activates when a note is added to a specific contact.

• Updated Contact / Updated Meeting / Updated Task
  Activates when a contact, meeting, or task is updated. This only applies to individual updates and does not trigger bulk updates.

To Integrate Zapier with BIGContacts

1. Connect Your Account
   BIGContacts is available in Zapier. Search for BIGContacts in the app list within Zapier to get started.

2. Choose Your Account
   You will be prompted to select the BIGContacts account to connect with Zapier. If you manage multiple accounts, ensure you choose the admin account for your subscription.

3. Create Actions in Zapier
   Once you select a trigger, choose the desired action in another app. You’ll be able to map fields between BIGContacts and the chosen app. If you’ve created custom fields in BIGContacts, they will automatically appear in Zapier. If some fields are missing, try re-adding your BIGContacts account in Zapier.

4. Create Additional Zaps
   You can also set up Zaps to trigger actions within BIGContacts itself, such as adding new contacts, meetings, or tasks.

Available Actions in BIGContacts

• Create Contact
  Adds a new contact to BIGContacts. This is useful for creating organization contacts or duplicating contacts across accounts.

• Create Meeting
  Schedules a meeting and assigns it to a contact or user. If you manage multiple users, you can choose which user will be assigned the meeting.

• Create Task
  Creates a task and assigns it to a specific contact. If your account has multiple users, you can assign the task to a selected user.

Limitations

• Single-Item Triggers:
  Zaps only activate for individual new items (such as a single contact or meeting). Bulk imports will not trigger Zaps, except for the last imported item.

• Custom Field Limitations:
  Only certain custom fields will be available in Zapier. If you cannot see a custom field, it may not be supported for integration.

• Admin-Only Access:
  Zapier will only pull data from the administrator account. If you're not the admin, certain contacts or information may not be accessible.

That's all about integrating Zapier with BIGContacts. If you encounter any issues or have any questions, feel free to contact our support team.