Docsجهات الاتصال وإدارة علاقات العملاء

جهات الاتصال وإدارة علاقات العملاء

قم باستيراد جهات الاتصال وتنظيمها باستخدام العلامات وإدارة مسار CRM الخاص بك.

Adding Contacts

Manual

Add contacts one by one from Contacts → Add Contact

CSV Import

Upload a CSV file with name, phone, email, and tags

API / Forms

Auto-create contacts via API, forms, or chat widgets

Organization

Tags — Label contacts with multiple tags (e.g., "VIP", "Lead", "Newsletter"). Use tags to filter audiences for campaigns.
Segments — Create dynamic segments based on tags, custom fields, activity, and channel. Segments auto-update as contacts change.
Custom Fields — Add any custom field (text, number, date, dropdown) to store extra data like company name, plan, or purchase history.
CRM Pipeline — Visual drag-and-drop pipeline in CRM → Pipeline. Create custom stages, assign deals, and track revenue.

Import Workflow

CSV Import Format

Your CSV should have columns: name, phone, email, tags (comma-separated). Optional columns: country, company.

Go to Contacts → Import
Upload your CSV file (max 10,000 rows per upload)
Map CSV columns to contact fields
Preview the import — review duplicates and errors
Confirm import — contacts are created with auto-assigned tags

CRM Pipeline

Navigate to CRM to access the visual pipeline board.

Create custom stages (e.g., "New Lead" → "Qualified" → "Proposal" → "Won").

Drag contacts between stages. Add notes, set follow-up dates, and assign team members.

Use the pipeline alongside campaigns — automatically move contacts based on message responses.

Contacts API

bash

curl -X POST https://api.beecastly.com/api/contacts \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "John Doe",
    "phone": "+1234567890",
    "email": "[email protected]",
    "tags": ["lead", "newsletter"]
  }'

bash·List contacts

curl -X GET "https://api.beecastly.com/api/contacts?page=1&limit=50" \
  -H "Authorization: Bearer YOUR_API_KEY"

Campaigns Contacts API