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Salesmsg Contacts Master

Contacts in Salesmsg gives teams one place to view records, manage details, start conversations, track history, and keep data synced across connected systems

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Written by Aaron Sundukovskiy
Updated over 2 months ago

Import your Contacts

mporting your contacts is quick and easy with a simple CSV upload. If any contacts canโ€™t be added, Salesmsg will let you know whyโ€”so you can clean up your list and start texting in no time.

To learn more click on this link ๐Ÿ‘‰ Import your Contacts

Import Contacts from Integrations

To learn more click on this link ๐Ÿ‘‰ Active Campaign Contacts

To learn more click on this link ๐Ÿ‘‰ HubSpot Workflow Contacts (via Webhooks)

To learn more click on this link ๐Ÿ‘‰ Keap/Infusionsoft

To learn more click on this link ๐Ÿ‘‰ Zoho CRM


Contacts Page

This feature is designed to make lead management easier, faster, and more efficient than ever before. In this article, we'll provide a comprehensive guide on how to use our Contacts Page.

To learn more click on this link ๐Ÿ‘‰ Salesmsg Contacts Page

Manage your Contacts

Add, update, organize, tag, block, or delete contactsโ€”right from the Contacts page.
Itโ€™s your go-to hub for keeping everything clean and under control. Take a look at whatโ€™s possible!

To learn more click on this link ๐Ÿ‘‰ Manage your Contacts


Adjusting your Contact Information

Adding Tags to Contacts

Create new tags and add them to your contacts to use with broadcasts and triggers.

To learn more click on this link ๐Ÿ‘‰ Adding tags to Contacts

Custom Fields

With custom fields in Salesmsg, you can save all the little details that make your contacts unique - like their address, birthday, petโ€™s name, or even their website. Itโ€™s the easiest way to keep personalized info right where you need it.

To learn more click on this link ๐Ÿ‘‰ Custom Fields

Cleaning up your Contacts

Contact Cleanup helps you quickly merge duplicate contacts and link any that aren't connected to your CRM - making your contact list organized, accurate, and easy to manage.

To learn more click on this link ๐Ÿ‘‰ Contact Cleanup


Need Help? โœ‹๐Ÿป

Contact us on live chat or send an email to us at [email protected].

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