SalesSheet.ai offers three flexible ways to add contacts to your CRM: natural language AI commands, manual form entry, and bulk CSV import. Choose the method that works best for your workflow.
Antes de Comecar
- Make sure you're logged into your SalesSheet.ai account
- Have contact information ready (at minimum: name and email or phone)
- For CSV imports, prepare your file with properly formatted columns
Add Contatos via AI Chat
The fastest way to add contacts is through natural language commands. Simply tell the AI what you want to add, and it handles the rest.
How to use it:
- Open the AI chat panel (bottom right of any page)
- Type a command like "Add Sarah Johnson from Acme Corp" or "Create contact: Mike Chen, mike@techstart.io"
- The AI will extract the contact details and create the record instantly
- Review the created contact card that appears
Example commands:
- "Add John Smith, VP of Sales at Zenith Industries, email john.smith@zenith.com"
- "Create contact Maria Garcia, phone 555-0123"
- "New contact: David Lee from Innovate Labs in San Francisco"
Add Contatos Manually
For more control over exactly what data gets entered, use the manual contact form.
Steps:
- Navigate to the Contatos section from the main navigation
- Clique no botao "+ New Contato" button in the top right
- Fill in the contact form with available information
- Click "Save Contato" when finished
Required fields:
- First Name or Last Name (at least one)
- E-mail address OR phone number (at least one contact method)
Optional fields you can add:
- Empresa name
- Job title
- Phone numbers (mobile, work, home)
- Address information
- Social media profiles
- Notes
- Tags and custom fields
Import Contatos from CSV
When you need to add many contacts at once, CSV import is your best option. Upload a spreadsheet and map the columns to contact fields.
Steps:
- Go to Contatos and click "Import" in the top right
- Click "Choose File" and select your CSV file
- Map your CSV columns to SalesSheet fields (the system will auto-detect common fields)
- Review the preview of how your contacts will import
- Click "Import Contatos" to complete the process
CSV formatting tips:
- Use column headers in the first row (e.g., "First Name", "E-mail", "Empresa")
- Save your file as UTF-8 encoded to preserve special characters
- One contact per row
- Use consistent date formats (YYYY-MM-DD recommended)
- Remove any duplicate rows before importing
What Happens After Adding
Once a contact is added through any method, SalesSheet.ai automatically takes several actions to enrich and organize your data.
Automatic processes:
- AI Enrichment: The system searches public sources to find additional information like LinkedIn profiles, job titles, company details, and location
- Empresa Linking: If a company name is provided or found, the contact is automatically linked to that company record (or a new company is created)
- Duplicate Detection: The system checks for potential duplicates and alerts you if similar contacts exist
- Timeline Creation: An activity timeline is started for the contact to track all future interactions
The enrichment process typically completes within 30 seconds. You'll see the contact card update as new information is discovered.
Verify and Edit Contato Details
After adding contacts, it's good practice to review the information, especially for AI-enriched data.
How to review:
- Click on any contact name to open their detail page
- Review the enriched information in the right sidebar
- Click "Edit" to modify any incorrect or incomplete details
- Add tags, custom field values, or notes as needed
- Click "Save" to preserve your changes
Dica Pro
Use the AI chat method during sales calls or meetings. Simply describe the person you just met, and SalesSheet will create the contact while the conversation is fresh in your mind. You can even say "Add the person I just met, Sarah from Acme, we discussed their Q2 expansion plans" and the AI will capture both the contact and your first note.
O que Esperar
After successfully adding contacts, you should see:
- The new contact appearing in your Contatos list immediately
- Enrichment data populating within 30-60 seconds
- Empresa records automatically created or linked
- A success notification confirming the contact was added
- For CSV imports: a summary showing how many contacts were imported successfully and any errors encountered
Solucao de Problemas
Why didn't my contact get enriched with additional data?
Enrichment depends on publicly available information. If the contact has a common name, no LinkedIn profile, or limited online presence, the system may not find additional details. You can manually trigger re-enrichment by opening the contact and clicking "Re-enrich Contato" in the actions menu. Also ensure you provided at least an email address or company name to help the AI find the right person.
I added a contact via AI chat but it created a duplicate. What happened?
The AI tries to match existing contacts, but if the name or email is spelled differently, it may not recognize the duplicate. You can merge the duplicate contacts by going to the contact detail page, clicking the three-dot menu, and selecting "Merge with another contact." To prevent this, try to use email addresses when adding contacts, as email is the most reliable unique identifier.
My CSV import failed. What could be wrong?
Common CSV import issues include: incorrect file encoding (use UTF-8), missing required fields (name and email/phone), improperly formatted data (like invalid email addresses), or file size too large (limit is 10,000 contacts per import). Check the error message for specific details. You can download the error report which shows exactly which rows failed and why, then fix those rows and re-import just the failed contacts.
Can I add contacts without email addresses?
Yes, but you must provide a phone number instead. SalesSheet requires at least one contact method (email OR phone). However, email is preferred because it enables better enrichment, duplicate detection, and integration with email tracking features.