Your contacts are much more than just a name and a number in OpenPhone. In this article, we’ll share how you can import and manage your contacts to build deep customer relationships from Day 1.
How to add your contacts
Add new and existing contacts to your OpenPhone workspace easily. Choose from five methods to add your contacts to your workspace.
Manually create a contact
The simplest way to add a contact to your OpenPhone workspace is by manually creating one. To create a new contact:
- Go to Contacts.
- Select Add contact.
- Add the new contact’s name, phone number, and any other details relevant to your business.
Sync your phone contacts
You don’t need to manually add every single contact to your OpenPhone workspace. Bring your existing contacts over by syncing your phone contacts. Here’s how to sync your phone’s address book with your OpenPhone workspace:
- Go to Contacts.
- Select Sync device contacts.
Sync your Google Contacts
Another way you can automatically add contacts to your OpenPhone workspace is by syncing your Google contacts. Here’s how:
- Go to Settings
- Select Contacts.
- Select Connect Google in the desktop app.
Upload a CSV
If you have a large number of existing contacts you need to add to your OpenPhone workspace, uploading a CSV is your fastest option.
- In the web app, go to your OpenPhone Contacts.
- Click on Import a CSV.
- Select a .csv file from your computer.
Check out this support article to get our CSV template and properly format your CSV file.
Automatically add new contacts with AI
As your list of contacts grows, OpenPhone can help add new contacts for you. OpenPhone AI automatically detects contact information from your voicemail transcripts and call recordings to suggest new contacts to you. NOTE: Contact suggestions are turned on by default for Business plan users.
Personalize your contacts with custom properties and contact notes
Once you add your contacts to OpenPhone, you’ll be able to personalize them with information that matters to your team. Custom properties and contact notes help you capture key customer information that’s unique to your business.
Custom properties
Custom properties are customizable contact details about each of your contacts. In addition to default properties for Company, Role, Phone, and Email, you can add the following custom properties for your contacts:
- Address
- URL
- Tags
- Date
- Checkbox
- Text
- Number
Custom properties help you organize and manage your contacts efficiently. For example, you can tag customers as Prospects or Customers, and you can follow up with your Prospects by filtering them in your inbox:
Contact notes
Contact notes are private notes that team members can add to contact profiles in OpenPhone.
Contact notes allow you to record the details that matter about your contacts. They’re a good option if there’s information you’d like to share with your team about a contact that doesn’t fit in a custom property.
For example, if a customer is going on a vacation, you can make a note of the dates they’re away so that your team knows not to reach out to them.
How to share contacts with your team
Now that you know how to add and manage your contacts, it’s time to share them with your team.
You can either share your contacts with everyone in your workspace or you can select specific members who have access to your contacts.
To manage access to your contacts:
- Go to Settings -> Contacts.
- To manage your default contact sharing settings — select either sharing contacts in a shared number with everyone or with selected members.
You can also manage access to specific contacts:
- Go to Contacts.
- Select the contact for which you want to manage access.
- Choose your access settings.
Up next: Call flows
We’ve shared the basics of adding, managing, and sharing contacts in your OpenPhone workspace. Next, we’ll tackle how to manage your calls and the settings you can use for different call flow scenarios.
Check out the next article in the series: Call flows