CRM and Sales tools
Contacts+
16 min
contacts+ is a contact management platform that consolidates, organizes, and updates contacts from multiple sources integrating contacts+ with make com enables users to automatically sync, update, and manage contact information across their business tools and communication platforms this is ai generated content based on official contacts+ documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //support contactsplus com/ directly requirements to use the contacts+ app in make, you must have an active contacts plus account and register your app to obtain oauth credentials, https //www contactsplus com/ for subscription, refer to the https //www contactsplus com/ connect contacts+ and {{product name}} to get started, you must first create a connection between contacts+ and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your contacts+ account create the connection in make obtain your oauth2 credentials in your contacts+ account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your contacts+ account to obtain your oauth2 credentials navigate to the developers section after logging in click on the option to create a new application or integration enter the callback uri https //www integromat com/oauth/cb/contactsplus2 copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //www contactsplus com/developers/contacts api/ create the connection in {{product name}} https //www make com/en/register , add the contacts+ module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your contacts+ account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page contacts+ modules after connecting to the contacts+ app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add tags to the contact adds one or more tags to an existing contact in your database create a contact adds a new contact to your address book or contact list create a tag creates a new tag within your selected application or workspace get a contact retrieves detailed information about a specific existing contact get a tag retrieves detailed information about a specific existing tag list contacts retrieves a list of all contacts from your account make an api call executes a custom api request to the connected service using your authorized credentials remove tags from the contact removes specified tags from an existing contact in your database update a contact updates the details of an existing contact in your account update a tag modifies the details of a specified existing tag watch business card transcribed triggers when the information from a business card has been converted into digital text watch contacts created triggers when a new contact is added to your account watch contacts deleted triggers when a contact that already exists in your account is permanently removed watch contacts updated triggers when any details of an existing contact are modified watch tags created triggers an event whenever a new tag is added to your account watch tags deleted triggers when a tag that already exists in your account is removed watch tags updated triggers when any changes are made to an existing tag templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} contacts+ resources you can have access to more resources related to this app on the following links https //community make com/search?q=contacts%2b https //www contactsplus com/ https //www contactsplus com/developers/contacts api/ https //www make com/en/integrations/contactsplus