Contactually | Adding contacts to Contactually

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Adding contacts to Contactually

Last Updated: Jul 02, 2018 09:33AM EDT
Contactually automatically builds a database of contacts for you based on people you've sent email to. If you use Gmail or Office 365, contacts are also automatically imported from your address book. New contacts will continue to be imported as long as your email remains connected to Contactually.

Other sources from which you can automatically import contacts are your Android or iPhone, MailChimp, and dotloop. You can also create Zaps to import contacts through Zapier.

You can also manually add contacts.


How to add a single contact

There are four ways to add a new contact: on the Dashboard, on the Contacts tab, in a Pipeline Deal, and in 
the Message Composer.

On the Dashboard

At the top of the page, click + Contact.

On the Contacts tab

At the top right of the page, click Add Contact.

In a Pipeline Deal

You can add a contact when adding a new Pipeline Deal or when viewing an existing Pipeline Deal.

When adding a new Pipeline Deal, click "New contact" to the right of "Add contact(s)."

When viewing a Pipeline, click the name of an existing Pipeline Deal to open it. On the right hand side of the page under Contacts, click "Create new contact."

In the Message Composer

You can add a contact when writing a new message.  After you type the email address, if a matching contact is not found, choose to "Add the new contact". Messages can only be sent to email addresses saved as Contacts.

How to import a spreadsheet

Every person in your spreadsheet needs to have either a full name or an email address in order to be added as a contact in Contactually. See Importing a spreadsheet of contacts for instructions.

Related articles

Importing a spreadsheet of contacts
How do I import contacts from my Mac address book?

How do I import contacts from Outlook?
Adding custom fields

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