Adding Contacts
Last updated
Last updated
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.
In order to keep your Pickle contacts in sync with your CRM or user database, we recommend the following.
Initial of your existing contacts
AND
OR our for any new users or lead
Navigate to
Click the 'Create Contact' button
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'
Zapier allows you to connect Pickle with your CRM or analytics provider.
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.
You can create new contacts via our http API.
Sign up to
Add Think Pickle to a new zap by following this link:
