Contacts & Leads
Manage your client database, capture leads automatically, and track every interaction.
Contacts & Leads
5 articles
Adding and editing contacts
Add contacts manually from the Contacts page or let them be created automatically from lead forms, booking pages, and Live Capture events. Each contact record stores name, email, phone, company, address, custom fields, and a full activity timeline.
Contact types and lead scoring
Contacts are categorized as Lead, Client, Past Client, Vendor, or Other. Lead scoring automatically ranks prospects based on their engagement: form submissions, email opens, proposal views, and more. Higher scores indicate warmer leads.
Importing and exporting contacts
Import contacts from a CSV file with automatic column mapping. Export your full contact list as CSV from the Contacts page or via the API at GET /api/v1/contacts/export. Exports include all fields and custom data.
Lead capture forms
Create embeddable lead forms from the Lead Forms section. Design your form with custom fields, map them to contact fields, and embed the form on your website or share a direct link. Submissions automatically create contacts and record the lead source.
Custom fields and tags
Add custom fields to contacts for data specific to your business (e.g., wedding date, venue, session type). Use tags to organize contacts into groups for filtering and email campaigns.