Create Contact

Step 1: Prepare Contact Groups in DataFlows

1. Log in to your DataFlows dashboard
2. Navigate to "Contacts" → "Groups"
3. Create groups you'll need (e.g., 'VIP Customers', 'Newsletter Subscribers', 'Event Attendees')
4. Note the exact group names - you'll need these in Zapier

Step 2: Create Your Zap

1. Log in to Zapier and click "Create Zap"
2. Search for and select your trigger app (e.g., "Salesforce", "Shopify", "Gravity Forms")
3. Choose the trigger event (e.g., "New Lead", "New Customer", "New Form Submission")
4. Connect your account and configure trigger settings
5. Test the trigger to ensure data is flowing correctly

Step 3: Add DataFlows Create Contact Action

1. Click the "+" button to add an action step
2. Search for "DataFlows SMS" and select it
3. Choose the "Create Contact" action event
4. Connect your DataFlows account (API key from DataFlows dashboard)
5. Click "Continue"

Step 4: Map Contact Fields

1. Phone Number: Map the phone field from your trigger (e.g., {{ Mobile Phone }} from Salesforce)
2. First Name: Map {{ First Name }} field
3. Last Name: Map {{ Last Name }} field
4. Email: Map {{ Email }} field
5. Contact Groups: Type or select your pre-created group names (e.g., "VIP Customers")
6. Tags: Add custom tags using static text or dynamic fields:
   Lead Source: {{ Lead Source }} , Budget: {{ Budget Range }} , Date: {{ Created Date }}
7. Custom Fields: Map any additional data you want to store
8. Click "Continue"

Step 5: Test & Activate

1. Click "Test action" to create a real contact in DataFlows
2. Check your DataFlows dashboard to verify the contact was created correctly
3. Verify contact group assignment and tags are correct
4. Make any necessary adjustments to field mappings
5. Turn on your Zap!
6. Monitor the Zap history to ensure contacts are being created successfully