Docs連絡先とCRM

連絡先とCRM

連絡先をインポートし、タグで整理し、CRM パイプラインを管理します。

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