Contacts can be found through our extension, added manually, or imported through our import tool. A contact's profile is where you find all the information associated with them – their overview, activity, notes, tasks, deals, emails, and sequences.

Each contact may be in one Organization. Also, contacts can be in multiple lists at the same time. Read more about the lists.

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Ways to create a contact

There are multiple ways to grow your contact list in Overloop.

  1. Use our Google Chrome extension on LinkedIn or on any company website. More info here.

  2. Import your existing lists in CSV format to Overloop

  3. Use the Email Finder to search for the email addresses of your contacts.

  4. Create contacts manually.

  5. Create contacts using our API


Create a contact manually

Click on the + button > New contact. From there you can create a contact with or without an email address.

Create a contact with an email address

  1. Enter the contact's email address.

  2. (Optional) You can verify the email address that you enter. The verification of an email address costs 1 credit.

  3. Enter the rest of the contact's information and click Save.
    We recommend you to be as thorough as possible since all that data can be useful in setting up workflows.

Create a contact without an email address

  1. Click Continue Without Email.

  2. Enter the contact's first and last name. This is mandatory for contacts without email addresses.

  3. Enter the rest of the contact's information and click Save.
    We recommend you to be as thorough as possible since all that data can be useful in setting up workflows.


Edit contacts in bulk

Sometimes, you need to update the same contact's field for several contacts at once. For instance, you might want to fill in the “country” field for all contacts from the “US Market” list. Overloop lets you do that with the “Bulk Edit”.

Here is how to do it:

  1. Navigate to your Contacts page

  2. Select the contacts you want to update

  3. Click on "Manage contacts"

  4. Click on "Bulk edit"

From there, you will be able to choose the fields you want to update and the value you want to put in.

You can either update a field with a value of your choice (“Replace the current value with...”), or clear the field (“Clear current value”). You can also leave a field as it is (“Keep current value”).


Attach a file to a contact

You can attach a file to a contact

  1. Navigate to the contact's profile

  2. Click the Attachments button.

  3. Drag and drop a file or click select from your computer.


Delete contacts

In Overloop you can delete contacts one by one or by using bulk actions.

Note: a deleted contact cannot be restored, all associated data (emails, replies, etc.) will be permanently removed from your account.

Delete one contact

You can delete a contact from the contact's panel:

  1. Open a contact.

  2. Click on the Actions button.

  3. Click on the Delete option in the menu.

Delete multiple contacts in bulk

You can choose to delete multiple contacts in a single operation:

  1. Navigate to the Contacts page.

  2. Filter and select the contacts you want to delete.

  3. Click on Manage contacts and then click Delete

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