Add contacts into your CRM

In this article, we will explain how to add contacts into your CRM to start managing your relationships one on one.

There are multiple options to add contacts into your CRM:

Add existing contacts into your CRM

Copy an entire list

To copy an entire list:

  1. Go to CRM
  2. In CRM Contacts, click Import contacts
  3. Click Select existing contacts
  4. Choose Select an entire list.
  5. In the From dropdown menu, select the contact list you want to copy into your CRM
  6. In the CRM list dropdown menu, select the CRM list you want to add your contacts in
  7. Click Add existing contacts

Copy specific contacts

To copy specific contacts:

  1. Go to CRM
  2. In CRM Contacts, click Import contacts
  3. Click Select existing contacts
  4. Choose Select specific contacts
  5. In the From dropdown menu, select the contact list that contains the specific contacts you want to copy into your CRM
  6. In the Selection dropdown menu, select your search criteria from the attribute list
  7. Enter your keyword and click Search
  8. Select one or several contacts from the search results
  9. In the CRM list dropdown menu, select the CRM list you want to add your contacts in
  10. Click Add existing contacts

💡 Good to know
Only contacts that are not already in your CRM list will be copied. 

Add new contacts into your CRM

Create a new contact manually

  1. Go to CRM
  2. In CRM Contacts, click Create a contact
  3. Fill in the following fields:
    create_contact_EN.png
  4. Click Show all attributes to fill in your additional contact attributes
  5. Click Create a contact

Import new contacts from a file

Importing new contacts into your CRM is possible by file upload or copy/paste. You can map your attributes and your contacts details before adding your contacts to your CRM list.

The Copy/Paste feature allows you to copy and paste your contacts from a file. Watch this video to learn how to import new contacts into your CRM using the Copy/Paste feature:

The Upload a file feature allows you to import your contact list formatted as a CSV or TXT file into your CRM. Read our Importing your contacts into SendinBlue article to learn how to use the Upload a file feature.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.