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How to add a contact

Learn how to add new contacts to your DialLink workspace.

You can add contacts to DialLink using one of the following methods.

Add a contact manually

  1. Open the Contacts tab

Desktop:

Open the contact tab on the desktop

Mobile:

Open the contact tab on the mobile

2. Click Create Contact

Desktop:

Create a contact on the desktop

Mobile:

Create a contact on the mobile

3. Enter the contact details:

  • First name

  • Last name

  • Company name

  • Phone number(s) with area codes

  • Email address(es)

  • Physical address(es)

Desktop:

Enter contact details on the desktop

Mobile:

Enter contact details on the mobile

4. (Optional) Upload a profile photo

Desktop:

Upload a contact photo on the desktop

Mobile:

Upload a contact photo on the mobile

5. Click Save

Desktop:

Save a contact on the desktop

Mobile:

Save a contact on the mobile

Sync contacts from your connected business apps

You can sync contacts you already store in your business apps to DialLink using native integrations. The following integrations are supported:

  • HubSpot

  • Salesforce

  • Google Contacts

  • Microsoft 365 Contacts

See the setup guides below for each integration:

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