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[Extension] How to sync Blip contacts with your CRM using Zapier

  • Updated

  1. Introduction

  2. Send contacts from Blip to the CRM

  3. Reverse process: create contacts in Blip

  4. Validation

  5. Support

 

Brief description: Keep your contact database aligned between Blip and your CRM. The Contact Update trigger sends contacts created or updated in Blip to other apps, and the contact action handles the reverse process.

 

Introduction

When a contact is added or updated in Blip but does not reach the CRM, the data becomes inconsistent and the team loses the customer history. The Zapier extension keeps both databases in sync without manual exports.

The Contact Update trigger fires whenever a contact is created or updated in Blip and sends the data to any connected app, such as a CRM or spreadsheet. For the reverse process, the Create (Or Update) Blip Contact action creates or updates the contact in Blip based on an event in the external system.

Before you start

  • Activate Zapier in Blip Store and open the extension in the Control Panel within the Portal.

  • Have a Zapier account and access to the destination app (CRM, spreadsheet, or marketing tool).

  • Copy the Bot ID and Public Key from the Connection tab. You will use these two values to connect your Blip account in Zapier.

 

Send contacts from Blip to the CRM

  1. In Zapier, create an automation and choose Blip as the source app.

Tela do Zapier para criar uma nova automação com o Blip como app de origem
Seleção do aplicativo Blip como gatilho da automação no Zapier

  1. Select the Contact Update trigger. It fires when a contact is created or updated in Blip.

  2. Connect your Blip account by entering the Bot ID and Public Key copied from the Connection tab.

Gatilho Contact Update selecionado e conta Blip conectada no Zapier

  1. Configure the destination app, such as the CRM or spreadsheet that will receive the contacts.

Configuração do aplicativo de destino que recebe os contatos no Zapier

  1. Map the contact fields available in the trigger: name, phone number, email, city, document, source, group, and extra fields.

  2. Test the automation to confirm that the contact reaches the destination app.

  3. Turn on the automation.

Teste da automação e ativação no Zapier

 

Reverse process: create contacts in Blip

To bring contacts from another system into Blip, use the external app as the trigger and add the Create (Or Update) Blip Contact action. The action creates a new contact or updates an existing one.

Set the Channel field to WhatsApp or email. Blip uses the channel to generate the contact's identity: by phone number on WhatsApp and by email on the email channel. Complete the remaining fields according to the contact record, such as name, phone number, email, document, city, and extra fields.

To locate an existing contact before taking action, use the Find Contact(s) search, which searches by email or phone number.

 

Validation

Before turning it on, check which fields will be synchronized and whether the data is in the format expected by the destination system. Phone numbers and email addresses must follow each platform's standards, since Blip derives the contact's identity from them.

 

Support

If you have questions or problems with the extension, contact us at support@wiv.com.br.


 

Need more help? Explore our content on the Blip Academy or Blip Community, watch tutorials on our YouTube channel or get your questions answered through our support channel 😃

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