Export Contacts
Export all contacts for an agent as a CSV file that you can import into a CRM, email marketing platform, or spreadsheet.
Exporting contacts
1
Open the Contacts tab
Go to your agent and click the Contacts tab in the navigation.
2
Click Export CSV
Click the Export CSV button in the top-right corner of the Contacts panel. The button is disabled if there are no contacts yet.
3
Download the file
A CSV file named
contacts_{agent-slug}_{date}.csv downloads automatically.CSV columns
The exported file contains the following columns in this order:
| Column | Description |
|---|---|
| Name | Visitor's full name |
| Email address | |
| Phone | Phone number (blank if not collected) |
| Company | Company name (blank if not collected) |
| Source | chat, form, or manual |
| Status | new, contacted, qualified, or converted |
| Captured At | Date and time in Y-m-d H:i:s format |
| Notes | Internal notes (blank if none) |
Importing into common tools
| Tool | How to import |
|---|---|
| HubSpot | Contacts → Import → Import file → choose CSV → map Name/Email/Phone columns |
| Mailchimp | Audience → Import contacts → CSV or tab-delimited text file |
| Google Sheets | File → Import → Upload → select the CSV file |
| Salesforce | Data Import Wizard → Contacts → Add new records → map fields |
| ActiveCampaign | Contacts → Import → Import from file |
💡
If you want contacts pushed to your CRM automatically without manual exports, set up the Zapier integration with the
lead_captured event. New leads will be sent to Zapier in real time.ℹ️
The export is scoped to a single agent. To export contacts from multiple agents, export each agent separately and merge the CSV files. Email addresses and phone numbers are stored encrypted in the database but are decrypted in plain text in the export.
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