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A contact can reach your workspace four ways: a form on your website, a CSV file, the API, or your AI assistant. Pick by one question before anything else: should these people hear from you straight away, or not? Everyone who comes in is matched against the contacts you already have, by email and by phone, so the same person never ends up twice.

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A form on your website

The usual way new leads arrive. Build a form under Forms, then paste its two-line embed snippet into your website. Each submission becomes a contact, lands in the status your automations watch, and the follow-up starts at once. See Web forms.

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A CSV file

For a list you got somewhere else. In Bulk Action, press Upload CSV, or drop the file on the segment area. Nudge finds the name, email and phone columns itself and shows you what it found before changing anything: who’s already a contact, who’s new, and which rows it skipped and why. Up to 2,000 rows a file. See Use a CSV file. People already in your workspace are left exactly as they are. New people are created when you confirm, and you can stop there: they stay even if you never send the bulk action.
New contacts from a CSV enter your automations like any new contact. If an automation greets new contacts, everyone new in the file gets that greeting. To bring in old contacts quietly, switch those automations off first, or use the API’s bulk import below.

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The API

For leads that arrive in another system of yours. Create a key under Settings → API and send each lead to POST /contacts as it comes in. Nudge treats it like a form submission: matched or created, then into your automations. See API.

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A whole book at once

For the contacts you already have, from a spreadsheet or another CRM, without messaging any of them. Two ways, both quiet:
  • The API’s bulk import: POST /contacts with a list, up to 100 a call. Nothing is sent. See Contacts.
  • Your AI assistant: connect Claude or ChatGPT under Settings → API and paste or describe the list. Nothing is sent, and running the same list twice is safe. It can also bring in the history that goes with them: past calls, emails, notes and deals. See Using it with an AI assistant.
When you do want some of them in a workflow, turn that automation on with New and recent matches, using a window that covers the import. See Turning an automation on. Next: invite your team to work them.