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A contact is a person AnyCRM knows about — someone you’ve added as a prospect, someone who’s replied, or someone who’s become a customer. Every contact carries at least one identifying detail (an email, a LinkedIn URL, or a name) and moves through a single funnel as the relationship develops.

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The funnel

Contacts move through three stages, in order:
  1. target — added, no reply yet. This is where a contact starts, whether added manually, imported from a CSV, captured through an AnyCard, or discovered by a Customer Intelligence run.
  2. lead — responded. A contact advances here the first time they reply to outreach, whether that’s a rep marking it manually or an automated reply-detection webhook doing it for them.
  3. contact — converted. The relationship has become a customer (or however your organization defines a won relationship). Converting can also create an account and a deal in the same step, if the contact doesn’t already have them.
There’s deliberately no separate “lead” record type — a lead is just a contact whose stage happens to be lead. Filtering by stage is how the product’s “Leads” and “Contacts” views are really the same list, viewed differently. Disqualification is independent of stage. A contact can be flagged as disqualified — no longer worth pursuing — without losing its place in the funnel; requalifying just clears the flag. This keeps history intact: you don’t lose the fact that a contact had reached lead just because it’s currently disqualified.

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Relationships

  • A contact can be linked to an account (the company it belongs to) — directly, or as a result of converting.
  • A contact can be linked to one or more deals, as part of the buying committee, with a role like “decision maker” or “champion.”
  • A contact can have activities (calls, emails, meetings) logged against it directly, independent of any deal or account link.

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Getting contacts in

Beyond creating them one at a time, AnyCRM supports:
  • CSV import — upload a file, map its columns to contact fields, and get an async job you can poll for progress and a downloadable annotated result.
  • Enrichment — given a name, email, or LinkedIn URL, AnyCRM can look up additional detail (title, company, verified email) through third-party providers.
  • AnyCard capture — a visitor sharing their info back through a digital business card becomes a contact automatically.
  • Customer Intelligence — a research run can produce contacts as part of its output, linked back to the run that found them.

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Technical reference

For the full endpoint-by-endpoint reference — request/response fields, scopes, and error cases — see the Contacts API reference.