Contacts
Sync Contacts with a Connected Service
Connect a supported contact service to import its contacts into Waveline. Imported contact details remain owned by the source service, and changes sync into Waveline in the background.
Sync contacts with a connected service
Choose the service
Open Settings → Integrations → Add integration and choose your contact service.
Supported services
HubSpot, Pipedrive, Salesforce, Zoho CRM, Attio, HighLevel, Clio, and Jobber support contact import and eligible call/message activity logging. Clover and Google Contacts support contact import without activity logging.
The connection must be available in your Waveline environment. You also need permission to authorize the account in the connected service.
Connect a service
- Open Settings → Integrations → Add integration in the web app.
- Choose the service and review the access options available to you.
- Select the inboxes available to you. Only an organization Owner can choose Entire workspace.
Owners and Admins can manage company connections. An organization Member can connect their own personal inbox and shared inboxes where they are a Manager, using the choices Waveline makes available. Choose only the scope needed for the connection. For shared-inbox roles, see Inbox roles.
Understand imported contacts
Contacts import in the background; you do not need to keep the page open. The connection shows the imported-contact count and sync information.
Only source contacts with a usable phone number appear in the Waveline directory. If the last phone number is removed from a source contact, its imported copy leaves the directory until a number is added again.
Edit names, numbers, and other source contact details in the connected service. Those changes sync into Waveline. Contact-detail changes do not sync from Waveline back to the service. For the contact-detail view and notes controls, see Adding and Managing Contacts.
You can add Waveline notes when your contact access permits it, even though the connected service's details are read-only. Access only as a shared-inbox Viewer does not allow posting notes. See Contact access.
Imported contacts follow the connection’s scope. Entire workspace makes them workspace-visible; selected inboxes restrict their visibility to the selected scope. In the web Contacts list, imported contacts limited to selected inboxes show a Private badge; open a contact and check Access to see its inboxes. For more information, see Read the access badge in the Contacts list. Other Waveline contacts keep their existing access.
Change scope
Open the connection and update Scope when that control is available to you. Owners and Admins can manage company connections. A Member can update their own connection within their available personal inbox and managed shared inboxes. Only an Owner can select Entire workspace. Imported contacts follow the saved scope.
If a scope error appears, correct the selection. The previously saved scope remains in effect until Waveline accepts a valid change. Changing scope does not by itself copy historical activity.
Choose activity to sync
For a service that supports activity logging, use the Calls and Messages switches under Activity to sync. Each switch is independent, and logging follows the selected scope and the connection’s eligible records.
Contact-only services do not have these activity switches. Importing contacts or copying activity is different from sending a customer text.
Check sync and reconnect
Use Sync now when available to request a check for contact changes. While a sync is running, wait for the displayed status to update.
Select Reconnect if the provider account is disconnected, and complete authorization again. If Waveline shows Reconnect notification access, that action renews the affected notification access. A contact-only connection may show Resume sync when paused.
Read any error or activity issue shown on the connection. If a delivery is uncertain, check the destination service before retrying so you do not create a duplicate.
Remove a connection
Use the connection’s remove action and review Remove this integration? before selecting Remove integration.
Removal stops sync and removes that integration’s imported contacts from the Waveline directory. Their Waveline notes stay with historical records. Source-service records, other Waveline contacts, messages, existing activity, and billing records are preserved.
Troubleshooting
If an inbox is missing from the scope choices, check your role in that inbox and who owns the connection. An organization Member can choose their own personal inbox and shared inboxes they manage. Entire workspace is available only to Owners. See Inbox roles.
If a contact is missing, check that it has a usable phone number in the source service, the connection is active, and its scope permits you to see the imported copy. Request Sync now when available and allow the import to finish.
If contact details are read-only, edit them in the source service. This is expected for provider-owned contacts.
If a service is unavailable, contact Waveline support with the provider name and displayed error. Do not include passwords or access tokens.