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Contacts
Contacts
Discover how to manage your contacts, organize customer information, and keep your database up to date.
2 Authors
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4 Articles
What is user_id and why use it?
Learn how to use user_id in Pipeback to sync customer data between your database and Pipeback for seamless integration and tracking.
How to import my contact list
Import a CSV to bring leads and users into Pipeback in minutes—map fields, prevent duplicates, and keep your contact data clean and organized.
Create a new contacts manually
Add leads and users to your workspace in seconds—choose the type, fill the fields, and you’re done.
Understanding Contact Types in Pipeback
Discover the difference between Visitors, Leads, and Users in Pipeback and how to leverage each contact type for better customer engagement.