Step 7 of 7

Bring in the contacts you already have

Upload a CSV and add contacts to any workflow you choose.

A professional working at a laptop at an office desk, adding a list of contacts.
  1. 1. Upload CSV
  2. 2. Match name, phone, and email
  3. 3. Choose a workflow
  4. 4. Start follow-up

No file selected yet.

Field matching preview
NamePhoneEmail
Maya Thompson(210) 555-0142maya.thompson@example.com
Morgan Lee(210) 555-0198morgan.lee@example.com
Devon Carter(210) 555-0177devon.carter@example.com

Choose a file or use the sample CSV to enable the import.

Interactive demo - nothing will be sent.

Add one contact manually

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Everything is fully customizable to your business, including forms, messages, timing, human handoffs, booking goals, review requests, and offers.

Interactive demo - nothing will be sent.Fully customizable