Integrating Umbrella with Zapier: Enhanced Contact Management

Umbrella's Zapier integration offers powerful ways to manage contacts. Beyond creating and updating, you can now:

• Find Contacts: Search for existing contacts.

• Integrate Custom Fields: Map and update custom data.

• Assign Tags: Automatically add tags to contacts.

This integration provides a more comprehensive and automated contact management experience.

Zapier page with the details on integration with Umbrella CRM - https://zapier.com/apps/umbrella/integrations

Setting Up a Zap: Close to Umbrella (Create Contact)

Let's walk through an example of integrating a new contact created in Close CRM with Umbrella.

1. Choose Your Trigger App (e.g., Close CRM)
   In Zapier, set up your trigger. For this example, we'll use "New Contact" in Close CRM.
   

2. Choose Your Action App (Umbrella) and Event
   Select Umbrella as your action app and "Create Contact" as the event.
   

   

3. Map Standard Contact Fields
   Map the standard contact fields (e.g., First Name, Last Name, Primary Email Address, Phone Number, Status) from Close to Umbrella. The "Status" field will offer options available on the Umbrella website.
   

   

4. Integrate Custom Fields
   You can now map custom fields from your trigger app to Umbrella. For instance, if you have custom fields like "How many marketing services are you doing today?", "What is your lead custom experience?", or "Email Unsubscribed" in Close, you can map them directly to your custom fields in Umbrella.
   

   
   

   
   

5. Assign Tags to Contacts
   You can also assign tags to the new contact. If the tag doesn't exist in Umbrella, the system will create it
   

   

6. Test Your Zap
   Run a test to ensure the contact is created correctly in Umbrella with all the mapped standard fields, custom fields, and assigned tags.
   

   
   

Updating an Existing Contact

To update an existing contact in Umbrella via Zapier:

1. Choose Umbrella Action: Update Contact
   Select "Update Contact" as your action event in Zapier.
   

   

2. Find the Contact to Update
   You will need to specify how to find the contact. The most reliable method is to use a unique identifier like the contact's Email Address or Contact ID.
   

   

3. Update Fields and Add Tags
   Map the fields you wish to update (e.g., Last Name, custom fields like "Number of Marketing Services") and add any new tags.
   

   

4. Test the Update
   Run a test and then refresh the contact's profile in Umbrella to verify the changes.
   

   

Finding a Contact

The "Find Contact" action allows you to retrieve contact information from Umbrella.

1. Choose Umbrella Action: Find Contact
   Select "Find Contact" as your action event.
   

   

2. Specify Search Criteria
   Again, using unique identifiers like Email Address or Contact ID is highly recommended. While other fields are available, if your criteria match multiple records, the system will randomly choose one.

   • Contact ID: You can find the Contact ID in the URL when viewing a contact's profile in Umbrella.
     

     

3. Test the Search
   Test the step to ensure it correctly retrieves the contact's information, including standard and custom fields.