Managing Contacts
Contacts are the core of GetRaze. Every lead, prospect, and customer is stored as a contact with rich profile data, activity history, and engagement tracking.
Overview
Navigate to Contacts in the sidebar to access your contact database.
Contact Views
| View | Description |
|---|---|
| List | Table view with sortable columns and inline editing |
| Grid | Card-based view with key information at a glance |
Contact Fields
Core Fields
| Field | Description |
|---|---|
| Name | Full name |
| Email address | |
| Phone | Phone number |
| Company | Company name |
| Title | Job title / position |
| Location | Geographic location |
| LinkedIn Profile | LinkedIn profile URL |
| Source | Where the contact came from (linkedin, google_maps, api, csv, manual) |
| Score | Lead quality score |
Engagement Fields
| Field | Description |
|---|---|
| Last Interaction | Most recent activity |
| Email Engagement Score | Based on opens, clicks, bounces |
| Total Emails Sent | Marketing emails sent |
| Total Emails Opened | Marketing emails opened |
| Total Emails Clicked | Links clicked in emails |
Custom Fields
Contacts support custom fields as a JSON object. You can add any additional data points specific to your business.
Tags
Tags are labels you can attach to contacts for organization and targeting:
- Create tags in Config > Tags
- Add/remove tags from contact detail pages or in bulk
- Filter by tags in search, lists, and segments
- Trigger flows - Adding a tag can trigger email flow enrollment
Filtering & Search
Search contacts by:
- Name, email, company, or phone
- Tags
- Source
- Date range (created, last interaction)
- Custom field values
Bulk Operations
Select multiple contacts to:
- Add/remove tags in bulk
- Add to a contact list
- Export to CSV
- Delete contacts
Contact Detail Page
Click on any contact to see:
- Full profile information
- Activity timeline
- Conversation history across all channels
- Tags and lists
- Pipeline opportunities
- Notes
- Email engagement history
Importing Contacts
See Importing Contacts for CSV import, column mapping, and duplicate detection.
API Access
Contacts are available via the External API:
GET /external/v1/contacts- List contactsGET /external/v1/contacts/:id- Get a contactPOST /external/v1/contacts- Create a contactPUT /external/v1/contacts/:id- Update a contactDELETE /external/v1/contacts/:id- Delete a contact
Related Features
- Importing - CSV import
- Contact Lists - Group contacts
- Companies - Company-level management
- Pipelines - Track opportunities
- Email Marketing - Email campaigns