Adding Your First Contacts

Your CRM is only as powerful as the contacts inside it. In Drip CRM, you can add leads, clients, or partners manually, by import, or automatically through integrations.

➕ Method 1: Add a Contact Manually

  1. From the sidebar, go to CRM → Contacts.

  2. Click + Add Contact.

  3. Enter details such as:

    • Name

    • Email

    • Phone number

    • Tags (e.g. Hot Lead, Client, Do Not Contact)

  4. Save the contact.

Tip: Use tags right from the start — they make automation and segmentation much easier later.

📥 Method 2: Import a Contact List

If you already have a list of leads or customers:

  1. Navigate to Contacts → Import.

  2. Upload a CSV file.

  3. Map your spreadsheet columns (e.g. “Email” → “Email Address”).

  4. Review and confirm import.

Important: Always make sure your list follows data privacy laws like POPIA. Only upload contacts who have opted in to receive communications.

🔗 Method 3: Add Contacts via Forms & Integrations

  • Forms & Funnels: Any form submission is automatically added to your CRM.

  • Calendars: When someone books an appointment, they’re added as a contact.

  • Integrations: Connect Drip CRM with tools like Google, Facebook Ads, or PayFast to auto-create contacts.

🧠 Smart Lists

Once contacts are added, use Smart Lists to filter dynamically. Example:

  • “All contacts added in the last 30 days.”

  • “Leads with the tag Gym Trial but no appointment booked.”

Smart Lists update automatically, saving you time.

✅ Next Step

With your first contacts in place, it’s time to put the system to work. Move on to Getting Started → Building Your First Workflow to see how automation can handle follow-ups for you.