Step 1: Create Connection #
- Go to Lead Source
- Select Contact Book
- Click Create Connection
- Enter connection name
- Click Create Connection
Step 2: Get Webhook & QR Code #
- Open the created connection
- Go to Configuration
- Copy Webhook URL (if required)
- Note the QR Code
Step 3: Install Mobile App #
- Go to Documentation
- Download the Mobile App using provided link
- Install the app on your device
Step 4: Connect Mobile App #
- Open the mobile app
- Click Add Connection
- Select Contact Book
- Scan the QR Code from panel
Step 5: Import Contacts #
- Select Contact Source (e.g., Device)
- Click Import & Sync Contacts
- Select contacts you want to import
- Sync selected contacts
Step 6: Optional Settings #
- Add Webhook URL for external integrations
Step 7: Monitor Logs #
- Go to Logs Section
- Check contact data, sync status, and timestamps
- Integration is ready and importing contacts as leads