Your first step is to create contact information in Friendly Automate. Your contacts are the central data source for your customer communication and all automations.

Your first steps with Friendly Automate

Hello [Vorname],

as promised, we will be sending you a series of emails over the next two weeks to help you get started with Friendly Automate.

Congratulations again on your decision to use Friendly Automate! Friendly Automate can soon help you generate more leads and sales while saving you time.

Friendly Tip No. 1: Create and import contacts

Your first step is to create contact information in Friendly Automate. Your contacts are the central data source for your customer communication and all automations.

Learn how to easily create new contacts here:

Create new contacts

If you already have a contact database, you can also import your existing contacts into Friendly Automate:

Import existing contacts

Pro tip: If you are using a CRM that you would like to continue using and synchronize with Friendly Automate, do not perform a contact import. We will help you find out if direct synchronization is technically possible, and if so, we will work with you to implement it. Just raise this question in your intro call. Not booked yet? Book here now.

And another reminder: Have you confirmed your sender email address? If you missed the 24h deadline, please contact us. We will send the confirmation email again.

Kind regards,
the Friendly team

PS: Don’t want to wait for the next tip? Find all tutorial emails at a glance or visit our help page for many more tutorials.

If you do not want to receive the welcome emails, you can unsubscribe here at any time.

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https://friendly.ch