In the third lesson of the Zapier intermediate course we are going to see how to automatically open a customer file to all those who buy a specific service from us.
We have already learned to detect purchases of certain products (or all of them), and to capture the client’s data, both the ones he gives us, and the “extra” ones. Now is the time to take action to place all the information in the customer file.
We are going to see how to do it through a very simple CRM, but at the same time more than enough in many cases, due to its integration with Gmail and the entire Google suite, but each one can do it with the one that interests them the most. Let us begin!
tach! We already have everything ready! We have created a contact and we have filed it not only in our contact database, but we have also categorized it within the customer group, and we have also been able to add all the extra data from the previous step in the file itself.
Once again, this step and integration can be done with any CRM that has integration with Zapier, and the fields that it will ask for will be very similar, so I recommend that you try it with yours. In the event that you do not use any in particular, the one we see in the video is more than enough for most cases.
Finally, it is important to note that you have more information about data manipulation and variables in , so I recommend you see it if you haven’t already done so, since the formatter action to separate the first name from the last name is just the tip of the iceberg. .
And as always, if you have any questions, send them through the intranet support form. See you in the next lesson! 🙂
Remember that if you will have access to everybody the courses and you can also enjoy everything from .
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