Create a contact first so Svelto has something to connect conversations, meetings, and tasks to. You can add a person manually, import a CSV, or capture leads from a form, then enrich the record over time with notes, tags, and activity.

Keep the first contact simple: name, email, company, and a starting status like New lead or Qualified lead. Once it exists, everything you do next in Inbox or Calendar can link back to that record automatically.

Add a contact in the UI

Open Contacts, click New Contact, then fill in the basics. Add a status and an owner so the team knows who is responsible for the next step.

If you are migrating from another tool, start with a small CSV import to validate your fields before you import the full list. That keeps your database clean and prevents duplicates.

curl -X POST "https://api.svelto.com/v1/contacts" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Daniel Kim",
    "email": "daniel@northpeak.io",
    "company": "Northpeak",
    "status": "New lead",
    "owner": "sofia@svelto-demo.com",
    "source": "Website"
  }'

curl -X POST "https://api.svelto.com/v1/contacts" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Daniel Kim",
    "email": "daniel@northpeak.io",
    "company": "Northpeak",
    "status": "New lead",
    "owner": "sofia@svelto-demo.com",
    "source": "Website"
  }'

curl -X POST "https://api.svelto.com/v1/contacts" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Daniel Kim",
    "email": "daniel@northpeak.io",
    "company": "Northpeak",
    "status": "New lead",
    "owner": "sofia@svelto-demo.com",
    "source": "Website"
  }'