The objective of this tutorial is to provide a clear and concise step-by-step guide to successfully add contacts to a list using Zapier and webhooks.
Key Steps
Create a New Zap
Open Zapier and click on "Make a Zap."
Rename the Zap to "AI Add Context to List."
Set Up the Trigger
Choose any trigger that suits your workflow. (Note: The specifics of the trigger are not detailed in this SOP, as they can vary.)
Configure the Action
Search for "Webhooks" in the action section.
Select "Custom Request."
Set the method to "POST."
Input the URL
Log in to your Nedzo account.
Click on your profile picture, navigate to "Integrations," and then "Webhooks."
Copy the provided webhook URL.
Paste the URL into the Zapier webhook configuration.
Set Data Pass-Through
Ensure that the "Data Pass-Through" option remains unchanged.
Input Required Data
Open curly brackets {} to begin inputting JSON data.
Enter the following required fields in quotation marks:
first_name
last_name
email
phone
Organization
List
Example format:
{
"first_name": "XYZ",
"last_name": "XYZ",
"email": "info@example.com",
"phone": "+19545690897",
"address1": "Street Address",
"city": "City",
"state": "State",
"country": "US",
"timezone": "America/New_York",
"postal_code": "12345",
"company_name": "Business Name",
"customData": {
"Organization": "organization_id",
"List": "contact_list_id"
}
}
Retrieve Organization and List IDs
For the organization_id, go back to the Nedzo integrations page and copy the unique organization ID.
For the list_id, navigate to the "Contacts" section in Nedzo, create a new list if necessary, and copy the list ID.
Set Content Type
In the webhook configuration, specify the content type as application/json.
Test the Configuration
Click on "Test" to ensure that the setup works correctly.
Check the "Contacts" section in Nedzo to confirm that the new contact has been added successfully.
Add Additional Fields (Optional)
If needed, you can add more fields (e.g., business name, job title, address, city) by mapping them accordingly in the JSON structure.
Cautionary Notes
Ensure that all fields are correctly formatted with quotation marks and commas; JSON is sensitive to syntax errors.
Always use the international format for phone numbers, including the country code.
Double-check the organization and list IDs to avoid errors.
Tips for Efficiency
Use dynamic data from the trigger whenever possible to automate the process and reduce manual input.
Keep a template of the JSON structure for quick reference.
Regularly review and update the SOP as necessary to reflect any changes in the process or tools used.