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Custom account fields
Overview Front allows you to add additional custom fields to accounts; such as Revenue, Account Manager, or Account Tier. These account custom fields will then be shown to users in Contact Details…
Helena Li
admin
Support Program Manager
Helena_Li
updated
4 days ago
1,093
Accounts
Custom contact fields
Overview Front allows you to add more details to your contacts, such as job title or NPS score. Custom fields must be created manually, and can be updated via our API or through the third-party…
Helena Li
admin
Support Program Manager
Helena_Li
updated
4 days ago
19
replies
8,762
Last reply
carlos. alvarez
1 yr ago
Contacts
How to create and message a contact list
Overview Front's contact lists allow you to organize your contacts, and make it easy to message a group of people at the same time with the exact same message.…
Helena Li
admin
Support Program Manager
Helena_Li
updated
5 days ago
11
replies
10,283
Last reply
Lily Carter
moderator
1 yr ago
Contacts
Import, upload, and export contacts in Front
Overview You can quickly import a large number of contacts into Front using a CSV file, without the need to manually add your contacts one by one! You can even upload their lists, description,…
Helena Li
admin
Support Program Manager
Helena_Li
updated
5 days ago
26
replies
17,523
Last reply
Front
admin
2 yrs ago
Contacts
How to enable and use the Clearbit integration
Overview The Clearbit integration displays rich customer and company profile information for matching email addresses in Front. With this data at your fingertips,…
Front
admin
front
updated
12 days ago
1,687
API & Integrations
How to enable and use the Zoho CRM integration
Overview Like other integrations, you need to be an admin in order to enable the Zoho CRM integration. This integration allows you to view, update, and create Zoho leads, accounts, contacts,…
Front
admin
front
updated
12 days ago
2
replies
4,228
Last reply
Yair Amzallag
3 yrs ago
API & Integrations
Understanding Front accounts
Overview Accounts within Front represent the companies or organizations that your team works with. Each account contains contacts, which are typically the individual people that your team…
Helena Li
admin
Support Program Manager
Helena_Li
updated
12 days ago
5,386
Accounts
Accounts quickstart guide
Overview Accounts within Front represent the companies or organizations that your team works with. Each account contains contacts, which are the individual people that your team communicates within…
Helena Li
admin
Support Program Manager
Helena_Li
updated
2 wk ago
1,092
1
Accounts
Upload accounts with a CSV
Overview You can quickly import up to 3000 accounts at a time into Front using a CSV file. Accounts represent the clients or organizations that your team works with.…
Helena Li
admin
Support Program Manager
Helena_Li
updated
3 wk ago
1,926
Accounts
How to set up a Talkdesk inbox in Front
Overview You can set up your Talkdesk to send messages to Front, so you can manage your call activity along with email, chat, and other channels in one place.…
Front
admin
front
updated
1 mth ago
1,610
Add an Inbox
Use accounts in rules to automate conversations
Overview Accounts within Front represent the companies or organizations that your team works with. Each account contains contacts, which are typically the individual people that your team…
Helena Li
admin
Support Program Manager
Helena_Li
updated
1 mth ago
1,469
Accounts
How to enable and use the Pipedrive integration
Overview The Pipedrive integration allows you to bring information about your leads and contacts into Front — it's like having your CRM in your inbox. The integration will match your Pipedrive…
Front
admin
front
updated
1 mth ago
28
replies
9,134
3
Last reply
Tim Berman
3 yrs ago
API & Integrations
Understanding custom fields
Overview Custom fields enable you to add more details to your resources that may be useful for your workflows, which are in addition to any default fields that Front already has.…
Helena Li
admin
Support Program Manager
Helena_Li
updated
1 mth ago
582
Tags & Organization
Synchronizing and leveraging Salesforce or CRM data in Front via rules
Overview For many companies, Salesforce (or other CRMs) serve as the system of record, holding valuable information about accounts, contacts, opportunities, and more.…
Tony Pitkin
Implementation Engineer
Tony_Pitkin
updated
2 mths ago
1,400
API & Integrations
How Front automatically creates contacts
Overview Front allows the option to automatically create contacts for people that you and your team sends to and receives from. These automatic contacts appear in contact autocomplete and in the…
Front
admin
front
updated
3 mths ago
2
replies
1,715
Last reply
Phoebe Killick
moderator
11 mths ago
Contacts
How to see contact details and communication history
Overview Contact Details make it easy to see more information about the accounts and contacts involved in the conversation you're currently viewing. The Contact Details plugin allows you to view and…
Helena Li
admin
Support Program Manager
Helena_Li
updated
3 mths ago
3,485
Contacts
Understanding Front contacts
Overview Front contacts allows your company to store and organize helpful customer information within Front, designed to provide a unified contact record that’s shared across the company,…
Helena Li
admin
Support Program Manager
Helena_Li
updated
3 mths ago
4,716
Contacts
How to delete contacts
Overview When you delete a Front contact in the Contact Manager, it will no longer be accessible or visible to your team in Front. If you delete a company contact,…
Front
admin
front
updated
6 mths ago
1,828
Contacts
How to set up and use the PieSync integration
Overview PieSync integrates Front with other apps for an intelligent and automatic 2-way contact sync, so your Front data is always up to date. Set up connections in PieSync and define custom filters…
Helena Li
admin
Support Program Manager
Helena_Li
updated
6 mths ago
3
replies
1,246
Last reply
Elizabeth Brown
1 yr ago
API & Integrations
How to merge contacts
Overview You might sometimes find that you have mulitple records saved for the same contact, such as a record being saved for their email address and another for their phone number.…
Jason Dugdale
moderator
Tooling & Support Engineer @ Front
Jason
updated
7 mths ago
1,280
Contacts
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