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Contact Syncing With Zapier

Alex Norbert
  • Updated

Dear valued customer,

We’ve added new features to the Zapier integration, and this article will be updated soon to reflect those changes.

If you have any questions in the meantime, feel free to reach out through chat (if it’s included in your plan) or by submitting a ticket in the support center.

Thank you for being a part of Vuepak.

The Vuepak Team

 

You can sync contacts both ways between an application, such as your CRM, and an address book in Vuepak using Zapier. In this article, we will use a CRM as an example, but the same applies to other applications that manage your contacts and integrate with Zapier. Very Important Note: You can only sync one application per address book. Attempting to sync more than one application to the same address book will result in the loss of data in one or more of the applications. However, Vuepak allows you to have multiple address books, enabling you to sync additional address books with more applications.

The sync options available are as follows:

  • Two-way sync for new contacts between your CRM and Vuepak.
  • Two-way sync for contact updates between your CRM and Vuepak.
  • Vuepak contact deletion will trigger a note in your CRM.

Steps to create each required Zap will appear below.

Note: Zapier is designed to trigger and perform actions based on new data or events. For example, it can trigger when a new contact is added in your CRM and subsequently add that contact to a Vuepak address book, and vice versa. You will not be able to transfer existing contacts from an address book, except with certain applications that feature the option to Transfer existing addresses. To learn more about which applications support data transfers, please refer to the Zapier article titled Transfer existing data using a Zap. 

For applications that do not have a transfer option, it is recommended to export your contacts to a CSV or XLSX file and import them into the Vuepak address book first. After that, you can connect through Zapier. To learn how to import your contacts into a Vuepak address book, please refer to the article titled Introduction to Address Books.

 

Sync New Contacts From Your CRM To A Vuepak Address Book

To sync new contacts from your CRM to Vuepak, follow these steps:

1. Log In to Zapier.

2. On the main menu click Zaps.1 Zapier.png

3. In Zaps section click + Create then New folder.2 Zapier create folder .png

4. Name the folder then click Save. We recommend using the application name.3 Zapier Name folder.png

5. Confirm you are in the folder.5 NC Name folder Confirmation.png

6. Click + Create Zap.6 NC New Zap.png

7. Click on Untitled Zap and then select Rename.7 NC Rename Zap.png

8. Rename your Zap. For example, use "NC CRM to Vuepak."8 NC CRM to Vuepak.png

9. Click Trigger.9 Trigger.png

10. Enter your CRM in the search field. Once shown, click on your CRM.10 Trigger CRM Name.png

11. Click the Trigger Event dropdown and select New Contact or similar. See note below. 

Note: Each application will have its own naming options. For example, New Contact, Create Contact, New lead or other. Please refer to your application documentation.11 Trigger Event Name.png

12. Click on the Account field and Sign in to your application account.12 Trigger Signi n.png

13. Click Continue.

Note: Certain applications may require an additional step before testing the trigger. Refer to your application’s documentation for more details.13 Trigger Continue.png

14. Click Test trigger.

Important Note: If there are no contacts in your CRM, you may receive the error: "Unable to pull new contacts." If this occurs, you can click Skip test and proceed to step 16. 14 Trigger Continue.png

15. If the test succeeded, click Continue with selected record.15 Trigger Selected record.png

16. Enter Vuepak in the search field. Once shown, click on Vuepak.16 Action Search Vuepak .png

17. Click the Action Event dropdown and select Create a Contact. 17 Action Event.png

18. Click on the Account field and Sign in to your Vuepak account.18 Vuepak sign in.png

19. Click Continue.19 Action sign in continue.png

20. Click the Address book dropdown to select which of your Vuepak address books you want to Sync with. If you have not created a new address book please see the article titled Introduction to Address Books. We recommend naming the address book after your CRM to make it easier to remember which one is synced. You will need to refresh this page after creating the address book in Vuepak.20 Action pick address book.png

21. Click the + icon on each field to map the fields using your CRM data.21 Action Map Fields.png

The available contact data fields in Vuepak are as follows:

  • Source Contact ID. (Select your CRM's Contact ID or Record ID)

Note: Each application may have its own naming conventions for the Contact Record ID. Please refer to your application’s documentation to confirm the specific terminology used for the Contact Record ID.

  • Email
  • First Name
  • Last Name
  • Job Title
  • Company
  • Company Phone
  • Extension (The contact's phone extension)
  • Direct Phone
  • Mobile
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Zip Code
  • Country
  • Industry
  • Website (The contact's company website)
  • LinkedIn (The contact's LinkedIn page)
  • X (The contact's X page)
  • Facebook (The contact's Facebook page)
  • Tags

22. Click Continue.22 Action Continue.png

23. Click Test Step.23 Action Test Step.png

24. Click Publish to enable your Zap.24 Action Publish.png

 

Sync New Contacts From A Vuepak Address Book To Your CRM

To sync new contacts from a Vuepak address book to your CRM, follow these steps:

1. Log In to Zapier.

2. On the main menu click Zaps.1 NC CRM to Vuepak.png

Optional: If not already created.

      a. In Zaps section click + Create then New folder.A NC Vuepak to CRM create folder.png

      b. Name the folder then click Save. We recommend using the application name.B NC Vueak to CRM Name folder.png

3. Click on Folders.3 NC Vuepak to CRM folders.png

4. Click on the folder where you want to place your Zap.4 NC Vuepak to CRM Choose folder.png

5. Click + Create then select New Zap.5 NC Vuepoak to CRM Create New Zap.png

6. Click on Untitled Zap and then select Rename.6 V to CRM Rename Zap.png

7. Rename your Zap. For example, use "NC Vuepak to CRM."7 NC V to CRM Name.png

8. Click Trigger.8 NC V to CRM Trigger.png

9. Enter Vuepak in the search field. Once shown, click on Vuepak.9 NC V to CRM Name search.png

10. Click the Trigger Event dropdown and select New Contact Added.10 NC V to CRM Trigger Event.png

11. Click on the Account field and Sign in to your Vuepak account.

Note: If you've created another Zap and already signed in, it will indicate that you're already signed in.11 NC V to CRM Account Sign in.png

12. Click Continue.12 NC V to CRM continue.png

13. Click the Address book dropdown to select which of your Vuepak address books you want to Sync with. If you have not created a new address book please see the article titled Introduction to Address Books. We recommend naming the address book after your CRM to make it easier to remember which one is synced. You will need to refresh this page after creating the address book in Vuepak. 13 NC V to CRM address book.png

14. Click Continue.

Note: Certain applications may require another step before testing the trigger. 14 NC V to CRM Continue.png

15. Click Test trigger.

Important Note: If there are no contacts in your Vuepak Address Book, you may receive the error: "Unable to pull new contacts." If this occurs, you can click Skip test and proceed to step 17.15 NC V to CRM Test Trigger.png

16. If the test succeeded, click Continue with selected record.16 NC V to CRM Continue.png

17. Enter your CRM name in the search field. Once shown, click on your CRM.17 NC V to CRM Search CRM.png

18. Click the Action Event dropdown and select Create a Contact. See note below.

Note: Each application will have its own naming options. For example, New Contact, Create Contact, New lead or other. Please refer to your application documentation.18 NC V to CRM Action Event.png

19. Click on the Account field and Sign in to your application account.

Note: If you've created another Zap and already signed in, it will indicate that you're already signed in.19 NC V to CRM Sign In.png

20. Click Continue.20 NC V to CRM Continue.png

21. Click the + icon on each field to map the fields using your Vuepak data.21 NC V to CRM Map Fields.png

The available contact data from Vuepak is as follows:

  • ID

Note: This refers to the Vuepak contact ID. Some applications may allow mapping of this field, while others may use an email address or their own assigned ID as the contact identifier. The goal is to assign a fixed, non-variable ID that remains consistent for the contact. If the email is used as the identifier and the email changes, a new contact might be created, resulting in duplicate entries. Keep in mind that not all applications allow mapping of another system’s contact ID, as some prefer to use their own system ID.

  • Email
  • First Name
  • Last Name
  • Job Title
  • Company
  • Company Phone
  • Extension (The contact's phone extension)
  • Direct Phone
  • Mobile
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Zip Code
  • Country
  • Industry
  • Website (The contact's company website)
  • LinkedIn (The contact's LinkedIn page)
  • X (The contact's X page)
  • Facebook (The contact's Facebook page)
  • Tags

22. Click Continue.22 NC V to CRM Continue.png

23. Click Test Step.23 NC V to CRM Test.png

24. Click Publish to enable your Zap.24 NC V to CRM Publish.png

 

Sync Contact Updates From Your CRM To A Vuepak Address Book

To sync contact updates from your CRM to Vuepak, follow these steps:

1. Log In to Zapier.

2. On the main menu click Zaps.1 CU CRM to V.png

Optional: If not already created.

      a. In Zaps section click + Create then New folder.A CU CRM to V.png

      b. Name the folder then click Save. We recommend using the application name.B CU CRM to V.png

3. Click on Folders.3 CU CRM to V Folder.png

4. Click on the folder where you want to place your Zap.4 CU CRM to V Select Folder.png

5. Click + Create then New Zap.5 CU CRM to V Create Zap.png

6. Click on Untitled Zap and then select Rename.6 CU CRM to V rename.png

7. Rename your Zap. For example, use "CU CRM to Vuepak."7 CU CRM to Vuepak.png

8. Click Trigger.8 CU CRM to V Trigger.png

9. Enter your CRM in the search field. Once shown, click on your CRM.9 CU CRM to V Search CRM.png

10. Click the Trigger Event dropdown and select Update Contact or similar. See note below. 

Note: Each application will have its own naming options. For example, Contact Update, Updated Contact, Updated Record, Updated lead or other. Please refer to your application documentation.10 CU CRM to V Trigger.png

11. Click on the Account field and Sign in to your application account.

Note: If you've created another Zap and already signed in, it will indicate that you're already signed in.11 CU CRM to V Sign in.png

12. Click Continue. 

Note: Certain applications may require an additional step before testing the trigger. Refer to your application’s documentation for more details.12 CU CRM to V Continue.png

13. Click Test trigger.

Important Note: If there are no contacts in your CRM, you may receive the error: "Unable to pull new contacts." If this occurs, you can click Skip test and proceed to step 15.13 CU CRM to V Test Trigger.png

14. If the test succeeded, click Continue with selected record.14 CU CRM to V Continue.png

15. Enter Vuepak in the search field. Once shown, click on Vuepak.15 CU CRM to V Search Vuepak.png

16. Click the Action Event dropdown and select Contact Update.16 CU CRM to V Action.png

17. Click on the Account field and Sign in to your Vuepak account.

Note: If you've created another Zap and already signed in, it will indicate that you're already signed in.17 CU CRM to V Sign in.png

18. Click Continue.18 CU CRM to V Continue.png

19. Click the Address book dropdown to select which of your Vuepak address books you want to Sync with. If you have not created a new address book please see the article titled Introduction to Address Books. We recommend naming the address book after your CRM to make it easier to remember which one is synced. You will need to refresh this page after creating the address book in Vuepak.19 CU CRM to V Address Book.png

20. Click the + icon on each field to map the fields using your CRM data.20 CU CRM to V Fields.png

The available contact data fields in Vuepak are as follows:

  • Source Contact ID. (Select your CRM's contact ID)

Note: "Source" refers to the CRM’s Contact ID or Record ID. Vuepak allows mapping of this field, while other applications may use an email address or an assigned ID as the contact identifier. The goal is to have a fixed, non-variable ID that remains consistent in both the CRM and Vuepak. If the email address is used as the ID and later changes, a new contact might be created, potentially causing duplicate entries.

Note: Each application may have its own naming conventions for the Contact Record ID. Please refer to your application’s documentation to confirm the specific terminology used for the Contact Record ID.

  • Email
  • First Name
  • Last Name
  • Job Title
  • Company
  • Company Phone
  • Extension (The contact's phone extension)
  • Direct Phone
  • Mobile
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Zip Code
  • Country
  • Industry
  • Website (The contact's company website)
  • LinkedIn (The contact's LinkedIn page)
  • X (The contact's X page)
  • Facebook (The contact's Facebook page)
  • Tags

21. Click Continue.21 CU CRM to V Continue.png

22. Click Test Step.22 CU CRM to V Test.png

23. Click Publish to enable your Zap.23 CU CRM to V Publish.png

 

Sync Contact Updates From A Vuepak Address Book To Your CRM

To sync contacts updates from a Vuepak address book to your CRM, follow these steps:

1. Log In to Zapier.

2. On the main menu click Zaps.4.1 CU V to CRM.png

Optional: If not already created.

      a. In Zaps section click + Create then New folder.4a CU V to CRM.png

      b. Name the folder then click Save. We recommend using the application name.4b CU V to CRM.png

3. Click on Folders.3 CU V to CRM Folder.png

4. Click on the folder where you want to place your Zap.4.4 CU V to CRM.png

5. Click + Create then New Zap.4.5 CU V to CRM.png

6. Click on Untitled Zap and then select Rename.4.6 CU V to CRM.png

7. Rename your Zap. For example, use "CU Vuepak to CRM."4.7 CU V to CRM..png

8. Click Trigger.4.8 CU V to CRM.png

9. Enter Vuepak in the search field. Once shown, click on Vuepak.4.9 CU V to CRM.png

10. Click the Trigger Event dropdown and select Contact Update.4.10 CU V to CRM.png

11. Click on the Account field and Sign in to your Vuepak account.

Note: If you've created another Zap and already signed in, it will indicate that you're already signed in.4.11 CU V to CRM.png

12. Click Continue.4.12 CU V to CRM.png

13. Click the Address book dropdown to select which of your Vuepak address books you want to Sync with. If you have not created a new address book please see the article titled Introduction to Address Books. We recommend naming the address book after your CRM to make it easier to remember which one is synced. You will need to refresh this page after creating the address book in Vuepak.4.13 CU V to CRM.png

14. Click Continue.4.14 CU V to CRM.png

15. Click Test trigger.

Important Note: If there are no contacts in your Vuepak Address Book, you may receive the error: "Unable to pull new contacts." If this occurs, you can click Skip test and proceed to step 17.4.15 CU V to CRM.png

16. If the test succeeded, click Continue with selected record.4.16 CU V to CRM.png

17. Enter your CRM name in the search field. Once shown, click on your CRM.4.17 CU V to CRM.png

18. Click the Action Event dropdown and select Update Contact. See note below.

Note: Each application will have its own naming options. For example, Contact Update, Updated Contact, Updated Record, Updated lead or other. Please refer to your application documentation.4.18 CU V to CRM.png

19. Click on the Account field and Sign in to your application account.

Note: If you've created another Zap and already signed in, it will indicate that you're already signed in.4.19 CU V to CRM.png

20. Click Continue.4.20 CU V to CRM.png

21. Click the + icon on each field to map the fields using your CRM data.4.21 CU V to CRM - Delete.png

The available contact data from Vuepak is as follows:

  • Source Contact ID (The Contact Record ID)

Note: "Source" refers to the CRM’s Contact ID or Record ID. Vuepak allows mapping of this field, while other applications may use an email address or an assigned ID as the contact identifier. The goal is to have a fixed, non-variable ID that remains consistent in both the CRM and Vuepak. If the email address is used as the ID and later changes, a new contact might be created, potentially causing duplicate entries.

  • ID

Note: This refers to the Vuepak contact ID. Some applications may allow mapping of this field, while others may use an email address or their own assigned ID as the contact identifier. In such cases, a field to map this data may not always be available. The goal is to assign a fixed, non-variable ID that remains consistent for the contact. If the email is used as the identifier and the email changes, a new contact might be created, resulting in duplicate entries. Keep in mind that not all applications allow mapping of another system’s contact ID, as some prefer to use their own system ID.

Important Note: You should only use one identifier—either the ID or the Source Contact ID, if allowed. The easiest way to approach this is to ensure you have a single, consistent ID between both applications. If you’ve already mapped the Source Contact ID in a previous Zap for new contacts from your CRM to Vuepak, use the same method for updating contacts from your CRM to Vuepak to maintain consistency.

  • Email
  • First Name
  • Last Name
  • Job Title
  • Company
  • Company Phone
  • Extension (The contact's phone extension)
  • Direct Phone
  • Mobile
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Zip Code
  • Country
  • Industry
  • Website (The contact's company website)
  • LinkedIn (The contact's LinkedIn page)
  • X (The contact's X page)
  • Facebook (The contact's Facebook page)
  • Tags

22. Click Continue.4.22 CU V to CRM.png

23. Click Test Step.

Important Note: If you haven’t imported your contacts from your CRM, including their Contact ID, into the Vuepak address book, this test will fail. Vuepak requires the Contact Record ID from your CRM. If this applies to you, click "Skip Test" and proceed to the next step. You can test after importing your contacts by updating a contact in Vuepak and verifying the update in your CRM.4.23 CU V to CRM.png

24. Click Publish to enable your Zap.4.24 CU V to CRM.png

 

Deleting Contacts From A Vuepak Address Book And Adding A Note In Your CRM

When you delete a contact from a Vuepak address book, you have the option to add a note in your CRM. Follow these steps to learn how:

1. Log In to Zapier.

2. On the main menu click Zaps.5.1-2 Delete Contacts.png

Optional: If not already created.

      a. In Zaps section click + Create then New folder.5.a Delete Contacts.png

      b. Name the folder then click Save. We recommend using the application name.5.b Delete Contacts.png

3. Click on Folders.5.3 Delete Contacts.png

4. Click on the folder where you want to place your Zap.5.4 Delete Contacts.png

5. Click + Create then New Zap.5.5 Delete Contacts.png

6. Click on Untitled Zap and then select Rename.5.6 Delete Contacts.png

7. Rename your Zap. For example, use "Vuepak Contact Deleted Note to CRM"5.7 Delete Contacts.png

8. Click Trigger.5.8 Delete Contacts.png

9. Enter Vuepak in the search field. Once shown, click on Vuepak.5.9 Delete Contacts.png

10. Click the Trigger Event dropdown and select Contact Deleted.5.10 Delete Contacts.png

11. Click on the Account field and Sign in to your Vuepak account.

Note: If you've created another Zap and already signed in, it will indicate that you're already signed in.5.11 Delete Contacts.png

12. Click Continue.5.12 Delete Contacts.png

13. Click the Address book dropdown to select which of your Vuepak address books you want to use. If you have not created a new address book please see the article titled Introduction to Address Books. We recommend naming the address book after your CRM to make it easier to remember which one is synced. You will need to refresh this page after creating the address book in Vuepak. 5.13 Delete Contacts .png

14. Click Continue.5.14 Delete Contacts .png

15. Click Test Trigger.

Important Note: If there are no contacts in your Vuepak Address Book, you may receive the error: "Unable to pull new contacts." If this occurs, you can click Skip test and proceed to step 17.5.15 Delete Contacts .png

16. If the test succeeded, click Continue with selected record.5.16 Delete Contacts .png

17. Enter your CRM name in the search field. Once shown, click on your CRM.5.17 Delete Contacts .png

18. Click the Action Event dropdown and select Add Note. See note below.

Note: Not all applications offer this feature. For those that do, naming conventions may vary, such as Add Note, Create Note, or similar. Please refer to your application’s documentation for specific instructions.5.18 Delete Contacts .png

19. Click on the Account field and Sign in to your application account.

Note: If you've created another Zap and already signed in, it will indicate that you're already signed in.5.19 Delete Contacts .png

20. Click Continue5.20 Delete Contacts.png

21. Click the dropdown and select one of your CRM's contact management options.5.21 Delete Contacts.png

22. Click the + icon in the Object ID field and select the Contact ID used in your other Zaps for the address book. Source Contact ID or ID.

Note: Each application will have its own naming options for this field. For example, Object, Record Type, Contact Type or other. Please refer to your application documentation.5.22 Delete Contacts.png

23. On the Note field, simply write "Contact Deleted in Vuepak".5.23 Delete Contacts.png

24. Click Continue.5.24 Delete Contacts.png

25. Click Test Step

Important Note: If you haven’t imported your contacts from your CRM, including their Contact ID, into the Vuepak address book, the zap test will fail. Vuepak requires the use of a Contact Record ID. 5.25 Delete Contacts.png

26. Click Publish to enable your Zap.5.26 Delete Contacts.png

 

 

 

 

 

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