Send Base CRM Contacts to Google Contacts using Zapier

You can utilize Zapier to automatically add your new Base CRM Contacts to your Google 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 Google account

  3. A Base CRM account

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

Next, select the New Contact Base trigger 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:

Click "Continue."

Next, select the Create Contact Google Contacts Action and then "Continue." 

You will now have to connect your Google account. Click the "Connect a New Account" button and a pop up will appear. If you are already logged into a Google account they may appear as options. Either select the account you would like to connect you enter in your credentials and log in. If you consent to Zapier managing your contacts (adding new ones) click "Allow" on the next prompt. The pop-up will automatically close and now your Google account should appear as an option like so,

Select the account and click "Save + Continue."

Next, you will be asked to set up your Google Contacts contact. You'll need to select the Base CRM fields you would like Zapier to add to your new Google Contacts. We've already taken care of the name and email address 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 contact in Base CRM it will automatically be added to your Google Contacts.