How it works.
Step 1 of 3
Import CSV
Upload a CSV with an email column. Any other column becomes a custom field.
/contacts
Import contacts from CSV
Headers: email, first_name, last_name, company, job_title. Email required. Any other column becomes a custom field automatically.
Download CSV templateChoose file
Add to list (optional)
Step 2 of 3
Duplicates
Contacts that already exist are greyed out in the preview and counted as Duplicates.
/contacts
Import preview
New contacts highlighted, already-existing ones greyed out.
- Priya NairNorthwindImported
- Marcus WebbContosoImported
- Elena RossiFabrikamDuplicates
Step 3 of 3
Activity
Each contact's emails, opens, clicks and replies sit in one Activity timeline.
/contacts
Priya Nair · Activity
- Email sentIntroduction
- Email openedIntroduction
- Link clickedFollow-up
- Contact repliedTo the follow-up
Add note