Contacts & Social Profiles
Unify your lead tracking by managing contacts and linking their social profiles across platforms.
Contacts vs Leads
While leads represent sales opportunities in your pipeline, contacts are the people behind those leads. A single contact can be associated with multiple leads across different businesses or campaigns.
Contacts
Individual people with contact information, social profiles, and engagement history.
Leads
Sales opportunities linked to contacts, tracking progress through your pipeline stages.
Managing Contacts
Store and manage all relevant information about your contacts:
- Name, email, phone number, and company details
- Job title, role, and decision-making authority
- Lead linkage and relationship tracking
- Notes and interaction history
Cross-Platform Social Profiles
Link the same person's profiles across different platforms to get a complete view of engagement:
Example: Unified Contact
When you link these social profiles, all touchpoints from LinkedIn, Twitter, and email are consolidated into one contact record.
Example Prompts
"Create a contact for John Doe with email john@example.com"
Creates a new contact with basic information.
"Link LinkedIn profile linkedin.com/in/johndoe to John Doe's contact"
Adds a LinkedIn social profile to an existing contact.
"Show all contacts from TechCorp with their social profiles"
Lists contacts from a specific company with linked social profiles.
Available MCP Tools
create_contactlist_contactsget_contactupdate_contactdelete_contactmanage_contact_leadsget_contact_timelinecreate_social_profilelist_social_profilesget_social_profileupdate_social_profiledelete_social_profile