Add New FullContact Business Cards as Contacts in Base with Zapier

You can utilize Zapier to automatically add your new FullContact Business Cards to Base CRM Contacts. If you have not yet checked out our general Zapier article you may want to do that now.

To get started you’ll need:

  1. A Zapier account

  2. A FullContact account

  3. A Base CRM account

Click “Use this Zap” below to start the setup process.

Upon clicking a pop-up will appear. If it does not appear, please check your browser pop-up settings. Click the “Create this Zap” button to continue. 

Next, select the New Business Card FullContact trigger and click "Continue."

You will now have to connect your FullContact account. Click the "Connect a New Account" button and a pop up will appear. You will be asked to enter your FullContact access token which can be found here. Click "Yes, continue" and the pop-up will close and the account will be connected like so, 

Select the account and click "Save + Continue."

If the account has been added and selected correctly you will reach this passed test page:

Click "Continue."

Next, select the New Contact Base Action and click "Continue."

If you have not read the general Zapier article which includes how to connect your Base account, you can do that now. Or, you can connect your Base account within this step of the Zap creation. Once an account has been linked, select it and click “Save + Continue.”

If the account has been added and selected correctly you will reach this passed test page:

Select the account and click "Save + Continue."

Next, you will be asked to set up your Base Contact. You'll need to select the FullContact fields you would like Zapier to add to your new Base Contacts. We've already taken care of the first name and last name field for you, but if you'd like to use other information there instead, you can do so by clicking on the "Insert Fields" buttons next to each field. You can view further options by selecting the “Show advanced options” button highlighted below,

More on that process here

When completed, click “Continue.”

A test of your Zap will now appear. If the information looks correct click “Create & Continue.” If everything was completed properly, the following message will appear:

 

Clicking “Finish” will complete the Zap and turn it on. Congrats! You did it! Now when you create a new Business Card in FullContact it will automatically be added to Base CRM.