Intuit Practice Management syncs organization and person contact data with Zapier. These fields include:
Person contacts
- First name
- Last name
- Client identifier
- Contact type
- Preferred name
- Salutation
- Email address
- Address line
- City
- State/ Province/ County
- Zip code
- Country
- Phone number
Organization contacts
- Name
- Client identifier
- Contact type
- Website
- Address line
- City
- State/ Province/ County
- Zip code
- Country
- Phone number
Important Note:
When creating a contact, to avoid duplicates, you can check here for duplicates in both contacts and organizations. If it already exists, you then can update the contact or do nothing.