How to Add Contacts in BIGContacts Easily

Keeping your contact list updated helps maintain smooth communication, organized sales tracking, and better customer management. In BIGContacts, you can add contacts in three ways — manually, through a bulk import, or automatically via a web form integration.

Why It’s Important to Add Contacts the Right Way

• Saves time – Bulk imports and form integrations reduce manual work.

• Keeps data clean – Structured contact details make records easy to search and manage.

• Improves collaboration – Ensures your entire team works with the most accurate contact data.

When Should You Add Contacts?

• When you have new leads or inquiries.

• To update customer details, such as phone number, email, or company name.

• During data migration from another CRM or spreadsheet.

• When setting up web forms for automated lead capture.

Ways to Add Contacts in BIGContacts

1. Manually Add a Contact

To Add an Individual Contact

1. Go to Contacts → All Contacts from the left navigation menu.

2. Click Add Contact at the top-right corner of your screen.

3. In the form that appears, enter details such as:

• First and Last Name
• Email and Phone Number
• Company Name, Job Title, and Website

4. Add notes in the Comments section if needed.

5. Click Save or Save & Add New to store the record.

Your new contact will now appear in your contact list.

Adding a Business Contact

Step 1: Click Add Contact at the top-right of your dashboard.

Step 2: In the Company Name field, enter the business name. Leave First and Last Name blank.

Step 3: Add relevant details such as company phone number, email, and address.

Step 4: Click Save.

Step 5: Go to Contacts, find the newly created business record, and click Edit Contact to fill in any additional details.

Step 6: Click Save.

Add Contacts Using a Web Form (Automated Contact Capture)

1. Create a web form that collects details like name, email, and phone number.

2. Integrate your form with BIGContacts (available under Admin → Templates → Webforms).

3. Once connected, each form submission automatically creates a new contact in your CRM.

This setup helps you capture and organize leads instantly — no manual entry required.

What’s Next?

After adding your contacts, you can:

• Assign them to specific team members.

• Tag contacts for segmentation.

• Create custom fields to capture additional information.

With BIGContacts, managing contact data is simple, efficient, and fully customizable to your workflow.

Need help? Contact our support team for assistance.