Add contacts to your CRM

Aardvark supports two ways to add contacts: syncing from HubSpot or adding them directly in the Aardvark contact manager.

HubSpot

Connect your HubSpot account to Aardvark via the integration. Once connected, contacts are automatically associated when you schedule a meeting with them. Aardvark uses the email from your calendar invite to find the contact in HubSpot, then pulls their phone number to send the SMS reminder.

Learn more about creating contacts in HubSpot.

Aardvark contact manager

The built-in contact manager lets you store emails, names, and phone numbers so calendar invites can be matched to a phone number for SMS delivery. You can add contacts one at a time with the Add contact button or bulk-import them via CSV upload. The CSV must have exactly these columns: company, first, last, email, phone.