Understanding Contacts
Contacts are auto-created when someone submits a form with an email address. Each contact includes:- Email address — Unique identifier
- First and last name
- Phone number and company
- All form submissions — Linked to the contact
- Tags — For organization and segmentation
- Activity timeline — Submissions, meetings, and sequence activity in one feed
Working with Tags
Adding Tags
Add tags to contacts to categorize and segment them. Tags can be applied manually or automatically via workflows.Removing Tags
Remove tags when a contact’s status changes or they no longer fit a segment.Tag Examples
Editing Contacts
1
Open the contact
Click on a contact from your contacts list.
2
Click Edit
Use the edit button to modify contact details.
3
Update fields
Change any editable field values.
4
Save
Save your changes.
Editable Fields
- First name / Last name
- Phone
- Company
- Custom fields
Searching & Filtering
- Search by Name or Email — Find contacts quickly
- Filter by Tag — View contacts with specific tags
- Filter by Activity — Filter by submission count, form count, meeting count, or first meeting booked
Creating & Managing Tags
- Color Coding — Assign colors to tags for visual organization
- Descriptions — Add descriptions to clarify tag purpose
- Contact Count — See how many contacts have each tag
Tag creation and management may be restricted by team permissions. Check your team settings for tag-related permissions.
Contact Owners
Manual Assignment
Assign an owner to a contact manually for follow-up and accountability.Round-Robin via Workflows
Use workflows to assign owners automatically:- Least Recent — Assign to the team member with the fewest recent assignments
- Random — Randomly distribute new contacts
- Equal Distribution — Balance load across team members
Owner-based routing in workflows lets you route contacts to their assigned owner for personalized follow-up.
Tags in Workflows
Use tags in your workflows for automation:- Tag Contact Node — Add or remove tags based on workflow logic
- Tag by Source Form — Automatically tag based on which form they submitted
- Tag by AI Qualification — Use AI nodes to qualify and tag leads
- Tag by Enrichment Data — Tag based on enriched contact data
API Access
Contacts and tags can be managed programmatically via the API. See the API Reference for endpoints and authentication.Next Steps
Analytics
Track contact engagement and conversion
Integrations
Sync contacts with your CRM and marketing tools