> For the complete documentation index, see [llms.txt](https://help.thinkpickle.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.thinkpickle.com.au/contacts/adding-contacts.md). # 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](/contacts/adding-contacts.md#bulk-import) of your existing contacts * **AND** * [Zapier ](/contacts/adding-contacts.md#zapier)**OR** our [Contact Create API](/api/contacts.md) for any new users or lead ## Methods ### Manually * Navigate to * Click the '**Create Contact**' button ### Bulk Import * Navigate to * 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**' {% hint style="info" %} If existing contacts are found with the same '**phoneNumber**', these will be merged. {% endhint %} ### Zapier Zapier allows you to connect Pickle with your CRM or analytics provider. * Sign up to [zapier.com](https://zapier.com) * Add Think Pickle to a new zap by following this link: \ * 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. ![Zapier makes it easy to sync your user database or CRM to Pickle Contacts](/files/-LOWmaH5VSXAvJ28vg_b) ### Api You can create new contacts via our http API. {% content-ref url="/pages/-LOWnLMaQzWHtIbqMfgZ" %} [Contacts](/api/contacts.md) {% endcontent-ref %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.thinkpickle.com.au/contacts/adding-contacts.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.