Connecting Contacts from App Integrations
This article demonstrates how to add contacts to CommPeak SMS platform from your integrated application using an example of HubSpot CRM.
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In your CommPeak SMS account, navigate to Contacts > Contact Lists.
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Click Add List in the top right.
Contacts > Contact Lists page
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You will see a pop-up window. Select an option to import from application integration.
Add New List page: List details step
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Enter the list name and an informative description. Then click Save & Next.
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Select HubSpot in the Integration dropdown list.
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Select a connection you created in Integrations when installing the application. Then click Save & Next.
Add New List page:Integration setting step
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Select which contact data you would like to import from HubSpot. Start typing in the box to locate the needed field quickly.
Add New List page: selecting contact fields
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In Filter, select a contact list you previously created in HubSpot.
Add New List page: setting data filters
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Click Save & Preview.
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Map contact details with available contact fields as necessary.
Imported Contacts Preview page
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Click Import Contacts.
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View the list summary and click Continue.
Importing contacts notification
The new list appears at the top and will take some time to process.
Contact Lists page with the added contact lists
Refer to the following table for column descriptions in Contact Lists.
| Column | Description |
|---|---|
| List Name | Click 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. |
| Source | CSV or app integration |
| Progress | The Progress column 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. |
| Contacts | The Contacts column 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 At | Date and time in UTC when the list was uploaded |
| Actions | This column provides additional controls. |
Actions
You can view more information from the Actions column and delete or download contact lists.
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.
Actions > List Info tab
If you want more information about the list and its usage in campaigns, go to 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.
Updated 6 days ago