Adding Contacts
Each time one of your numbers receives a call or sms, we'll add a new contact record for you in order to keep track of all their interactions with your phone numbers. You'll probably want to add other contact information such as their name, company, email etc. Thankfully, all of this can be done automatically whenever a new user signs up to your website or is added to your CRM.
Recommended method
In order to keep your Pickle contacts in sync with your CRM or user database, we recommend the following.
Initial bulk import of your existing contacts
AND
Zapier OR our Contact Create API for any new users or lead
Methods
Manually
Navigate to https://thinkpickle.com.au/dashboard/contacts
Click the 'Create Contact' button
Bulk Import
Navigate to https://thinkpickle.com.au/dashboard/contacts
Click 'Import'
Download the example CSV
Export data from your user database or CRM and transform it into the CSV format
Open your CSV as a text file and past it into the import box
Click 'Parse and Import'
Zapier
Zapier allows you to connect Pickle with your CRM or analytics provider.
Sign up to zapier.com
Add Think Pickle to a new zap by following this link: https://zapier.com/platform/public-invite/6866/d9494396af049cf4ecd4c1e3811a481e/
Create a 'Trigger' that triggers when a new lead or user is added to your CRM or database
Use the Pickle 'Create or Update a Contact' zapier action to copy your lead or user's data over to a Pickle contact.
Note, you'll probably want to merge this data with any existing Pickle contacts if their phone numbers match. This means you'll be able to link inbound calls with new users.
Api
You can create new contacts via our http API.
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