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Contacts, Lists & Scoring — how-to

CSV / Sheets import, AI enrichment, lead scoring — keyed for personalization downstream.

<p>Import once from CSV or Google Sheets. AI tags + enriches every contact (industry, role, company size). A separate lead-scoring pass ranks them so the next campaign hits warm leads first.</p> <h2>What it does - CSV + Google Sheets import - Smart tagging from AI enrichment - Per-contact lead score - List segmentation - STOP opt-out + consent tracking - Powers per-recipient personalization</h2> <h2>How to use it 1. Open Contacts. 2. Import from CSV or Google Sheets — columns map to contact fields. 3. Build dynamic segments with filters (role, grade, stage, owner). 4. Use segments as the audience for sequences and broadcasts.</h2> <h2>Good to know - <strong>Available on:</strong> Every plan, including Free - <strong>Connected tools:</strong> Google Sheets (import + scheduled sync), OpenAI (tagging + enrichment), People Data Labs (firmographic enrichment) - <strong>Find it in the app:</strong> open `/contacts` - Capture leads automatically via webhooks from Google Ads and Meta Lead Ads. - Contacts include notes, tasks, and a per-contact activity timeline.</h2>