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Collecting & Importing Contacts

Importing Contacts & Phone Numbers

How to import contacts and connect your marketing stack

Updated 1 week ago

There are many ways to collect and import phone numbers to your Roezan account.

Warning: You cannot just import a bunch of old clients - they must explicitly consent to receive SMS from you.

Here are some ways to collect & import numbers: 

1) Bulk Import Via Spreadsheet

You can bulk import contacts via spreadsheet on the contacts page:

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Please note that you must have explicit written consent to send SMS to numbers that you're planning to import.

We suggest uploading 10k contacts at a time. Imports of over 10k are allowed but take some time to process.

Importing Contacts Via Spreadsheet in Roezan

2) Via Zapier

This is the most popular and easiest method. With Zapier you can connect Roezan to almost any application and pass user contacts.

For example, if you're using ClickFunnels to collect contact information for a webinar signup, you can connect CF & Roezan via Zapier.

Here is a video of how it works:

3) Via Native CRM Integrations:

We offer several native CRM integtrations:

Native ActiveCampaign Integration (App):

Our native AC integration allows you to add the Roezan "App" directly in ActiveCampaign automations and send messages direclty alongside your email campaigns. You can also add contacts to Roezan lists, add tags, etc. 

Native HubSpot Integration (App):

Our native AC integration allows you to add the Roezan "App" directly in HubSpot automations and send messages directly alongside your email campaigns. You can also add contacts to Roezan lists, add tags, etc. 

Native GHL (Go High Level) Integration / App:

Our native AC integration allows you to add the Roezan "App" directly in GHL automations and send messages directly alongside your email campaigns. You can also add contacts to Roezan lists, add tags, etc. 

4) Via Zoom:

If you're having contacts register directly on Zoom for your webinars or meetings, you can use our native Zoom integration and sync your events.

Check out our Native Zoom Integration Here.

5) Via Calendly:

If you use Calendly, you can use our native Calendly integration to sync meetings and send reminders automatically. 

Check out our Native Calendly Integration Here.

6) Via Keyword

You can tell users to send a text message with a specific keyword to your phone number and have them opt-in.

For example "Text Fun to 1-888-888-8888 to subscribe"

From there, you can have Roezan automatically add these contacts to a list, apply a tag, send an auto-reply, and more.

Learn about keywords here.

7) Via Make.com Integration

You can use our Make.com integration to send contacts to Roezan:



 

 

 

 

 

 

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