You can add and update contacts from ZendeskConnect to Google Contacts with an automation action.
In this article:
Take note
- This integration requires a Google account and access to automations in ZendeskConnect
- You can connect as many Google accounts to your ZendeskConnect account as you like
- Only contact fields can be synced to Google Contacts. This includes standard contact fields and custom contact fields
- Only contacts who reach the "Create and update contacts in Google Contacts" action in your automation will be added to the connected account
- Any user on your account with access to automations will be able to access a connected Google account and sync contact information to Google Contacts
How the Google Contacts app works
Once you add the "Create and update contacts in Google Contacts" action to your automation, a prompt will walk you through the following connection and configuration steps:
- Connect to Google Contacts
- Select a group(s) in Google Contacts. Contacts who pass through this step in your automation will be added to the group(s) selected
- Map ZendeskConnect contact fields with Google Contacts fields
Add and configure the "Create and update contacts in Google Contacts" action in your automation
1. From your automation, click "CX Apps" in the right menu.
2. Click the "Create and update contacts in Google Contacts" action and drag it to your automation.
3. A dialog box will open. Click the "Connect" button.
4. A list of Google accounts that you have access to will appear. Click the Google account you wish to connect to ZendeskConnect.
5. On the next screen, you'll need to grant permission for ZendeskConnect to access your Google account. To grant permission, click the "Allow" button.
6. You will be directed back to your ZendeskConnect account. The dialog box will show an "Account Connected!" message. Click the "Continue" button.
7. Next, you'll select the contact group(s) from Google Contacts you wish to add contacts to. You can select more than one group. Contacts who pass through this automation action in ZendeskConnect will be assigned to the groups you select.
To select a group(s) click the "Groups" dropdown then click the group name. When finished, click the "Continue" button.
8. For the next step, you'll need to map contact fields in your ZendeskConnect account to fields in Google Contacts.
To map the Email field, click the "Select a Field" dropdown under Google Contacts then click the field you wish to map the email address to.
You can map additional contact fields from ZendeskConnect such as Last Name, Phone Number, and any custom contact field. To do so, click "Add Field Mapping" then follow the same actions outlined in above.
If you do not wish to map a certain field, you can click the "X."
Once you're done mapping fields, click the "Finish" button.
The action will be added to your automation.
In addition, Google Contacts will appear under "Connected Apps" in your ZendeskConnect account.
Disconnect Google Contacts from ZendeskConnect
You can disconnect Google Contacts from ZendeskConnect. When disconnected, you will no longer be able to update Google Contacts with information from ZendeskConnect. No information will be lost on the associated Google Contacts account once disconnected.
1. Click "Apps" in the left menu.
2. Click "Connected Apps."
3. Click the "Google Contacts" app.
4. Click the "Disconnect" button.
5. A confirmation dialog box will appear. Click the "Disconnect" button.
Google Contacts will be disconnected from ZendeskConnect. A confirmation message will appear at the top of the Google Contacts app page.
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