Contact Management

Ensure your contacts' information are up to date to always reach out to the right person throughout your collection process!

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Written by Jean-Malo
Updated over a week ago

By default, your contacts are continuously imported and updated from your billing or accounting tool. Their specifics depend on your integration.

You can alternatively connect your Salesforce account to your Upflow organization(s), making your CRM the source system for your contacts—ensuring the latest updates from your customer-facing teams are taken into account!

❗Upflow information will mirror those of the designated source (CRM or billing tool), so any update you want to see applied must be performed there.

If your contacts are not managed in your billing tool, and you are using a CRM we do not integrate with yet; you can manage your contacts directly from Upflow—which includes bulk imports and adjustments on the fly—even while sending a reminder!

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