Contacts and CRM
How to manage contacts, companies, and customer data in Zeiko.
Zeiko includes a built-in contacts area for organizing people, companies, and customer data tied to forms, support, and commerce workflows.
Before You Start
- Open Contacts in the correct workspace
- If you need to import contacts, prepare a clean CSV first
- Some import or edit actions may depend on your workspace permissions
Contact Types
- People — Individual contacts (customers, leads, partners)
- Companies — Business entities that people belong to
Adding Contacts
Manually
- Open Contacts in your workspace.
- Click New Contact.
- Fill in details: name, email, phone, company, and any custom fields.
- Save.
Import from CSV
- Go to Contacts → Import.
- Upload a CSV file with your contact data.
- Map CSV columns to Zeiko fields.
- Review and confirm the import.
Automatic Collection
Contacts can be created automatically through:
- Form submissions (name, email captured from forms)
- Agent interactions (handoff details collected during support chats)
- Shopify sync (customer data from your store)
Where to Go
- Contacts — main contact list
- People — person records
- Companies — company records
- Import — CSV import flow
Viewing and Managing Contacts
Contact List
- View all contacts with search and filters
- Switch between People and Companies views
- Sort by name, date added, or last interaction
Contact Details
Click any contact to see:
- Full profile information
- Interaction history
- Associated company
- Notes and tags
Using Contacts with Agents
Contacts integrate with your agent workflows:
- Support agents can look up customer history during conversations
- Sales agents can reference contact data for personalized responses
- Handoff flows automatically create or update contact records
- Form workflows can route submissions based on contact data
Common Issues
I imported a CSV, but the data looks wrong
- Review the column mapping during import
- Confirm the CSV headers match the fields you expected
- Re-import after correcting the file if needed
I expected a customer to appear automatically
Check whether the contact source actually ran:
- form submission completed
- handoff was created
- Shopify connection is active and syncing
I only see part of my contacts
Switch between People and Companies views and verify any active filters.