Add clients to a contact app

For a confirmed closed file, create contacts only for eligible verified represented clients absent from the selected account. Keep existing contacts unchanged and uncertain matches for internal review; do not send outreach.

Agent or client experience lead

• GCGoogle ContactsGoogle Contacts
• HubSpotHubSpot
• Microsoft Outlook EmailMicrosoft Outlook Email
• PPipedrivePipedrive
• SSalesforceSalesforce
• Zoho CRMZoho CRM

• Choose the contact account and which verified represented clients your policy permits adding.
• Choose approved contact fields, ownership, and any required values for the selected app.
• Choose how complete exact-email checks and uncertain matches are reviewed.