Connecting Contacts From App Integrations

This article demonstrates how to add contacts to the TextPeak platform from your integrated application using an example of HubSpot CRM.

Open Contacts

Log in to TextPeak in your browser and navigate to Contacts > Contact Lists.

Add a list

Click Add List in the top right.

Screenshot of the Contacts > Contact Lists page

Contacts > Contact Lists page

Choose the import option

You will see a pop-up window. Select an option to import acontact list from application integration.

Screenshot of the **Add New List** page: **List details** step

Add New List page: List details step

Name the list

Enter the list name and an informative description. Then click Save & Next.

Select HubSpot

Select HubSpot in the Integration drop-down list.

Select the connection

Select a connection you created in Integrations when installing the application. Then click Save & Next.

Screenshot of the **Add New List** page:**Integration setting** step

Add New List page:Integration setting step

Select the contact data

Select which contact data you would like to import from HubSpot. Start typing in the box to locate the needed field quickly.

Screenshot of the **Add New List** page: selecting contact fields

Add New List page: selecting contact fields

Select the HubSpot list

In Filter, select a contact list you previously created in HubSpot.

Screenshot of the **Add New List** page: setting data filters

Add New List page: setting data filters

Save and preview

Click Save & Preview.

Map the fields

Map contact details with available contact fields as necessary.

Screenshot of the Imported Contacts Preview page

Imported Contacts Preview page

Import the contacts

Click Import Contacts.

Review the summary

View the list summary and click Continue.

Screenshot of the importing contacts notification

Importing contacts notification

The new list appears at the top and will take some time to process.

Screenshot of the **Contact Lists** page with the added contact lists

Contact Lists page with the added contact lists

Refer to the following table for column descriptions in Contact Lists.

ColumnDescription
List NameClick the title to open a side panel, which you can also load when clicking the information icon in Actions. It contains details about the list, parse status of contacts, and campaigns where it has been used.
SourceCSV or app integration
ProgressThe Progresscolumn shows the contact import progress.
If a progress bar is displayed, the list is still being imported.
The Ready status means that importing is complete.
ContactsThe Contactscolumn shows the total number of contacts in the list.
You can see how many of them are parsed or failed by clicking the information icon in Actions.
Creation AtDate and time in UTC when the list was uploaded
ActionsThis column provides additional controls.

Actions

You can view more information from the Actions column and delete or download contact lists.

Screenshot of the **Actions **options

Actions options

Click the Actions column's information icon to view your contact list details. On the List Info tab, you can see how many contact details are added (parsed) or failed due to invalid or not mobile phone numbers.

Screenshot of the **Actions > List Info** tab

Actions > List Info tab

If you want more information about the list and its usage in campaigns, go to the Campaigns Info tab.

Screenshot of the **Campaigns Info** tab

Campaigns Info tab

To delete the list, click Delete in Actions.

To save the list as a .csv file, click Download in Actions. It will take some time to prepare downloadable files for large lists. They will appear in Tasks when ready. If you would like more information, please take a look at the Tasks article.


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