Contact Management Essentials

How do you import contacts?

This guide provides step-by-step instructions for importing contacts into your account using a CSV file. This ensures seamless integration of customer data for efficient management and communication.

How to add new contacts?

This guide explains adding contacts to your account and customizing them to meet your business needs. You can add contacts through various methods:

How to create contacts via Webhooks?

This guide explains how to use webhooks to create an automatic contact in the account. By integrating external systems, contact data is sent and added to your contact list in real-time when new leads are generated or forms are submitted.

How to create custom fields in contacts?

This guide explains creating custom fields for contacts in your account to capture personalized data beyond default fields, such as preferences or attributes. You can easily add, edit, or delete these fields to suit your business needs

How to export contacts?

This guide provides instructions on how to export contacts from your account into a CSV file, allowing you to efficiently manage and transfer customer data.

What is List, and how does it work?

A List helps you organize and segment contacts based on criteria like demographics, behavior, or interactions. Use lists for targeted communication or actions, and easily create, edit, or delete them.

What is Tag, and how does it work?

A Tag categorizes and segments contacts based on characteristics or behaviors, helping organize them for targeted communication. You can create, edit, or delete tags to keep your contact database dynamic and organized.

What is Webhooks, and how does it work?

Webhooks enable real-time communication between your account and external apps, automating data transfer triggered by specific events. They streamline integration for tasks like lead automation and data synchronization.