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Customer Contact Sync

How to automatically add customer contacts to your Cinode customer cards.

Ellen Rydberg avatar
Written by Ellen Rydberg
Updated over 2 months ago

Contact sync is a paid-for add-on that is only available for users of Business, Partner, or Recruits. Contact support@cinode.com if you want to know more.

Additional Features

This add-on also includes the following functionalities:

Why Customer Contact Syns

Cinode streamlines your relationship management by automatically adding new contacts if they are not already listed in your customer account. This keeps your contact information current and enhances organizational efficiency.

By connecting your email to Cinode and specifying a customer's domain, you can easily import contacts with the "Import Customer Contact" option.


How to get started with Contact Sync

Start by checking the settings under "your account and synced accounts" so you have activated the ability to get access to customer contacts.

  1. Click on Import contacts

2. If it's the first time adding contacts for a customer you need to add the domain. There is also a possibility to add the domain under details.

3. Choose which contacts you want to import from the list and click "import Contacts". ๐Ÿ‘ฅ


Additional Features

This add-on also includes the following functionalities:

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