Syncing New Contacts with Zapier
To sync your contacts with Dubb, you will first want to export all existing contacts from your database, then upload them to Dubb as a CSV import.
This is done under the Contacts Tab:
After you have synced your existing contacts the next step is to use Zapier to automatically sync new contacts.
Step 1. Go to the Integrations page on the Dubb dashboard, then click configure next to Zapier.
Step 2. Accept the invite and begin building a Zap.
Step 3. Search for your CRM and Select New Contact as your Trigger.
After you select the New Contact Trigger, press save and continue button until the Trigger is completed.
Step 4. Add an Action Step, Search for Dubb, and Select Create Contact:
Step 5. Match contact fields and choose a Tag. Tags will be used to build lists and trigger actions. So make sure you include tags. You have the option to send a test contact to Dubb.
Step 6. Finish, Name your Zap, and turn it on!
You can also have a zap trigger from a contact being created in Dubb.
This means when a contact is created in Dubb, as a result of a form submission or import, this can be used to trigger a zap.
However, there is a limitation with Zapier:
If you import large lists of contacts in a short time, Zapier will only trigger the last 100 contacts.