How to Sync Contacts in UPilot with Contacts in Gmail?

With the UPilot – Zapier integration, you will be able to sync the contacts created in UPilot directly with your Google Contacts. All new contacts created in UPilot will be automatically added in your Google Contacts as well within moments.

These contacts would be available for use in your Gmail as well as on your phone.

To set up the sync with Google Contacts:

1. Open Zapier (You may need to create an account if you don’t already have one).
2. Click on ‘Make a Zap’ located at the top right.
3. In Step 1 (Trigger):
   1. Select UPilot as the ‘app’ from the search.
   2. Choose trigger as ‘New Person Created’.
   3. In the next step; Connect your UPilot account by clicking on ‘Connect a new account’.
   4. Click ‘Continue’
4. On Step 2 (Action):
   1. Choose app ‘Google Contacts’.
   2. Click ‘Create Contact’ and then ‘Continue’
   3. Connect your Google account by giving the necessary authorisation
   4. On the set up template, you can select the custom fields which are to be displayed in Google Contacts by clicking on icon next to each field.
      1. Here you can add in the fields such as First Name, Last Name, Company, Job Title, etc.
   5. Click ‘Continue’
   6. Click ‘Finish’
5. You can now turn ‘on’ the Zap.