Google Contacts – New Actions & Triggers in Workflows

You can now automate Google Contacts directly within Workflows — no more manual syncing between Google Contacts and your CRM.

Triggers (events in Google Contacts that initiate a workflow in Clixio):

• New Contact – Triggers a workflow when a new contact is added to Google Contacts.
• New Group – Triggers a workflow when a new contact group is created in Google Contacts.
• Actions (steps you can execute in Google Contacts from a Clixio workflow):
• Create Contact – Instantly add a new contact to Google Contacts.
• Update Contact – Ensure contact details (phone, email, etc.) are up to date.
• Find Contact – Search Google Contacts by name, email, or phone number.
• Find or Create Contact – If the contact exists, update it; if not, create a new one.
• Create Group – Organise contacts into a new Google group.
• Add Contact to Groups – Automatically place a contact into one or more groups.

With Google Contacts actions and triggers, you can:

• Keep your CRM and Google Contacts synchronised — no more duplicates or outdated records.
• Ensure that every new lead, booking, or form submission is instantly reflected in Google Contacts.
• Create Google Groups that mirror your CRM segments for improved targeting in Calendar and other Google services.

Appointments → Contacts

When a new appointment is scheduled in Clixio, a contact is created in Google and added to a “Consult Calls” group.

Forms → Contacts

A lead form submission on your website triggers a “Find or Create Contact” action in Google — updating the contact if they already exist, or creating a new one if they do not.

Notion → Contacts

• When a new record is added to your Notion onboarding database, a Google Contact is automatically created for the new client.

Dynamic Segmentation

• When a pipeline stage changes (e.g., “Won”), update the Google Contact and add them to a “Customers” group.

1. Open the Workflow Builder and search for “Google Contacts” actions or triggers.
2. Click on Connect Now when prompted and log in with your Google account.
3. Once connected, you’ll be able to add Google Contacts steps into your workflows.
4. Alternatively, navigate to Settings → Integrations → Google Contacts to connect your account beforehand.

• Compatible with any Google Contacts or Google Workspace account.
• Contact grouping can be dynamic (e.g., based on tags or pipeline stages).