How to Add a Business Name When Creating Contacts via Zapier

Adding a Business Name to Zapier-Integrated Contacts

When using Zapier to create or update contacts in your CRM, you can include the contact's business name using the companyName field. This ensures the business information is properly recorded alongside other contact details.

Setting Up the Webhook in Zapier

To send business name data to your CRM via Zapier:

  1. In your Zapier workflow, add a Webhooks by Zapier step.
  2. Select Custom Request as the action event.
  3. Configure the webhook with the following settings:
    • Method: POST
    • URL:
    • Headers: Add two headers:
      • Authorization: Bearer {Your Location API Key}
      • Content-Type: application/json
  4. In the Data section, construct a JSON object that includes the companyName field along with other contact information you wish to sync.

JSON Data Structure

Below is an example of the JSON structure you can use. Replace the placeholder values with data from previous steps in your Zap, making sure to include the companyName field for the business name.

{
"first_name": "Contact First Name",
"last_name": "Contact Last Name",
"name": "Full Name",
"email": "contact@example.com",
"phone": "1234567890",
"address1": "Street Address",
"city": "City",
"country": "Country Code",
"state": "State",
"postalCode": "ZIP/Postal Code",
"companyName": "Business Name Here",
"contact_type": "customer"
}

This setup will create or update the contact in your CRM with the specified business name attached to their profile.