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Adding or Editing Contacts in Message IQ
Adding or Editing Contacts in Message IQ

Easily manage your contacts in Message IQ

Integrate IQ Team avatar
Written by Integrate IQ Team
Updated over 4 years ago

The greatest power of Message IQ lies within the deep integration with HubSpot. Once you've authenticated to HubSpot, contacts who have received an IQ Message from a workflow or through the Chat Widget on the HubSpot Contact Record will be added to your conversations tab.

Authenticating to HubSpot

It's important to note this will NOT automatically add every single one of your HubSpot contacts. It will only add contacts who have received an IQ Message from HubSpot workflows or from the contact record.

To authenticate Message IQ with HubSpot, you can go to Settings > Integrations and click the "Connect to HubSpot" button.

Adding a Single Contact

From the Conversations Page, click the pink plus button next to the search bar above the left-hand conversation panel.

A modal will appear to enter a phone number and begin a new conversation.

Importing Multiple Contacts

You can quickly import a CSV of contacts you'd like to add. From the Contacts Page, click the Choose File button to select the appropriate file on your computer.

Download the Message IQ Import template to ensure your CSV has the correct column names in the first row of your spreadsheet. You will only need First Name, Last Name, and Phone Number.

Once you've uploaded your file, click the "Add Contacts" button to add them to Message IQ.

Editing Contacts

If you have the need to change someone's contact information, you can click the User Info icon next to the contact name on the Conversations page.

This will slide out the User Info modal where you can edit the contact's name or phone number, or click over to view their HubSpot contact record.

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