HOW TO CONNECT ZAPIER & EVERYTHING YOU NEED TO KNOW ABOUT CONTACTS!
Learn how to seamlessly connect Sudsy CRM with Urable using Zapier in this step-by-step guide explained by Andrew St-Pierre. Discover how to automatically sync contacts, map customer fields, use webhooks, and create smart two-way automations that keep your CRM and email marketing platform perfectly aligned. Andrew also shares expert tips on using filters and Origin fields to prevent duplicate contacts and reduce unnecessary Zapier tasks, helping you save time and money. Whether you're new to automation or looking to improve your workflow, this guide will help you build an efficient, reliable contact management system for your business.
Andrew St-Pierre
8/4/20263 min read
HOW TO CONNECT ZAPIER & EVERYTHING YOU NEED TO KNOW ABOUT CONTACTS!
🎙️ EXPLAINED BY ANDREW ST-PIERRE
Keeping your customer data organized across multiple platforms doesn't have to be complicated. In this training, Andrew St-Pierre walks you through exactly how to connect Sudsy CRM with Urable using Zapier, ensuring every contact is automatically synced without any manual work.
Whether you're using Urable or another email marketing platform, this automation setup will save you time, reduce errors, and keep your customer database perfectly organized.
🔥 WHY CONNECT SUDSY CRM WITH ZAPIER
Zapier acts as the bridge between your software, allowing different applications to communicate automatically.
✅ Benefits include:
🚗 Automatic contact synchronization
⏰ Save hours of manual data entry
📧 Keep your email marketing lists updated
📈 Reduce human error
🔄 Connect thousands of supported applications
Instead of entering customer information twice, one contact instantly appears everywhere it needs to be.
⚙️ WHAT YOU'LL NEED BEFORE STARTING
Before creating your automation, make sure you have:
✅ A Sudsy CRM account
✅ An Urable account (or another supported CRM/email platform)
✅ A Zapier account
✅ Basic customer contact fields (Name, Email, Phone Number)
🌐 STEP 1: CREATE YOUR FIRST ZAP
Andrew begins by creating a brand-new Zap that triggers whenever a new contact is created inside Sudsy CRM.
This workflow sends customer information directly to Urable through a webhook.
The trigger includes:
👤 First Name
👤 Last Name
📧 Email Address
📱 Phone Number
Once connected, every new contact flows automatically into your email marketing software.
🔗 UNDERSTANDING WEBHOOKS
One of the most important pieces of this setup is the Webhook. A webhook simply sends customer information from one platform to another in real time.
Andrew explains that once the webhook URL is copied into Sudsy CRM, Zapier listens for every new customer that gets created.
📝 MAPPING YOUR CONTACT FIELDS
Proper field mapping ensures customer information ends up in the correct place.
Andrew recommends matching:
👤 First Name
👤 Last Name
📱 Phone Number
He also recommends creating an additional field called:
📍 Origin
This allows you to identify the origin of every contact.
Example:
This simple step becomes extremely important later.
🛑 ADD FILTERS TO SAVE MONEY
One of Andrew's biggest tips is adding Filters inside Zapier.
Instead of sending every contact, the automation should only continue when:
✅ An email address exists.
This prevents:
Junk contacts
Phone-only leads
Incomplete customer records
It also reduces unnecessary Zap executions.
💰 HOW TO PREVENT WASTING ZAPIER TASKS
Without proper filters, contacts can endlessly bounce back and forth between Sudsy CRM and Urable
Andrew solves this by using the Origin field.
If the contact originated from:
Sudsy CRM → Don't send it back again.
Urable → Don't resend it again.
This prevents duplicate automation loops and saves valuable Zapier credits every month.
🔄 CREATE TWO-WAY CONTACT SYNCING
The setup doesn't stop with Sudsy CRM.
Andrew also creates a second Zap that works in reverse.
Now when someone is added inside Urable, that contact is automatically created inside Sudsy CRM.
This keeps both systems perfectly synchronized at all times.
🧩 BUILD SMARTER AUTOMATIONS
Instead of creating simple one-way workflows, Andrew recommends building intelligent automations that communicate with each other.
Benefits include:
🔄 Two-way syncing
📂 Organized customer records
🚫 No duplicate contacts
⚡ Faster workflows
📈 Better business efficiency
📥 IMPORT YOUR EXISTING CONTACTS FIRST
Before publishing either Zap, Andrew strongly recommends importing your existing customer list.
The process includes:
Export contacts from Urable
Download a CSV file
Import into Sudsy CRM
Map only the necessary fields
Start the import
Only after the import is complete should you publish your Zaps.
This prevents thousands of unnecessary automation tasks from firing during setup.
📋 KEEP YOUR CONTACT DATA CLEAN
Andrew recommends importing only the information you actually need.
Typically:
👤 First Name
👤 Last Name
📱 Phone Number
📧 Email Address
Avoid importing unnecessary fields unless your business specifically requires them.
A cleaner database makes future automations much easier to manage.
🚀 PUBLISH YOUR AUTOMATIONS
Once:
✅ Contacts have been imported
✅ Both Zaps are configured
✅ Filters have been added
✅ Origin fields are mapped
Simply publish both Zaps.
From that point forward, every new customer automatically stays synchronized between both systems.
💡 PRO TIPS FROM ANDREW ST-PIERRE
Andrew shares several valuable recommendations throughout the tutorial:
⭐ Always use filters to avoid duplicate contacts.
⭐ Use the Origin field to prevent automation loops.
⭐ Import contacts before enabling your workflows.
⭐ Keep your field mapping simple and consistent.
⭐ Test everything before publishing.
These small steps save time, reduce costs, and improve automation reliability.
🎯 FINAL THOUGHTS
Connecting Sudsy CRM, Zapier, and Urable creates a powerful automated system that eliminates repetitive work and keeps customer information accurate across every platform.
Andrew St-Pierre breaks the entire process into simple, easy-to-follow steps, making automation accessible even for beginners. By setting up smart filters, using Origin fields, and importing contacts before publishing your workflows, you'll build an efficient system that saves both time and money while keeping your customer database organized and always up to date.
🔗 CHECK OUT SUDSYCRM!
🌐 Website: https://sudsycrm.com/
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