Contacts

Treble includes a built-in lightweight CRM that centralizes all your WhatsApp contacts in one place. Learn how to manage contacts, custom properties, lists, and bulk actions.

What is the Contacts section?

The Contacts section is Treble’s lightweight CRM. All WhatsApp numbers your company has interacted with are automatically centralized here: any user who receives an outbound conversation or initiates an inbound conversation is registered as a contact without any manual action on your part.

From this section you can:

• View and search all your contacts in one place.
• Create custom properties (text, number, or date) to enrich profiles.
• Organize contacts into lists to segment them.
• Apply filters to find exactly the segment you need.
• Execute bulk actions: send conversations, add or remove from lists, or delete contacts.

At the top of the section you will find three key metrics:

• Total Contacts: the total number of contacts registered in your account.
• Opt-out Contacts: contacts who have requested to stop receiving messages.
• New Contacts (last month): contacts created in the last 30 days, useful for measuring the growth of your base.

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Adding a contact

You can add contacts in two ways: one by one or by uploading a CSV file. Click the Add contact button in the top right corner to access both options.

Add one by one

Fill in the form with the contact’s details:

• Full Name: the contact’s name.
• Email: email address.
• Phone Number: select the country code and enter the number.
• Additional properties: any custom property you have created will appear here as an additional field (for example, CRM, balance, Company URL, age).

Add by CSV

If you need to upload multiple contacts at once, use the Contact list tab inside the same modal and click Upload file.

The CSV file must contain the required columns. The mandatory columns are country_code and cellphone. Optional columns include name, email, and any custom property you have created (for example, balance, Company URL, age, or the name of a list such as May Leads).

Download the sample file from the modal to make sure your CSV has the correct format before uploading it.

The CSV column names must exactly match the internal names of your custom properties. If they do not match, the field will not be imported.

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Custom properties

Custom properties allow you to store additional information on each contact beyond the base fields (name, phone, email). You can create properties of three types: Text, Number, or Date.

To create a property, click the Properties button in the toolbar and then click Create new property.

Assign a descriptive name to the property and select its type:

The available types are:

Type	Description
Text	Stores any free-form text string. Ideal for fields like company, category, or notes.
Number	Stores numeric values. Ideal for balances, scores, or quantities.
Date	Stores dates. Ideal for last purchase, renewal, or expiration dates.

Once created, the property appears as a column in the contacts table and as an available field when adding or editing contacts, when uploading CSVs, and when using variables in the conversation editor.

To view and manage all your properties, click Properties → View custom properties.

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Contact lists

Lists allow you to segment your contacts into named groups so you can filter them and send them conversations in a targeted way.

To create a list, click the Lists button in the toolbar, type the name of the new list, and click Create list.

The lists you create will appear:

• As a column in the contacts table, showing which lists each contact belongs to.
• As an available filter in the Filters panel.
• As an option when executing Add to list or Remove from list bulk actions.

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Toolbar

The toolbar, located in the top right of the table, contains the following actions:

Action	Description
Search	Search contacts by name or phone number.
Export	Download the filtered contacts list in CSV format.
Properties	Create new custom properties or view existing ones.
Lists	Create new segmentation lists.
Add contact	Opens the modal to add a contact manually or by CSV.

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Filters

The filters panel lets you narrow the contacts view to exactly the segment you need to work with. Click the Filters button to open it.

The available filters are:

Filter	Options
Date range	Today, Yesterday, Last 7 days, Last 2 weeks, Last month, Last 3 months, Last year. Filters by contact creation date.
Status	All contacts, Opt-Out, Opt-In.
Lists	Shows only contacts that belong to one or more selected lists.
Country	Filters by the phone number’s country code.

Once the filters are configured, click Apply filters. The table will update and the header will show a Select [N] filtered contacts link that lets you select all contacts that meet the criteria, regardless of the page.

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Bulk actions

With one or more contacts selected, a bar appears at the bottom of the screen with the available bulk actions.

You can select contacts in three ways:

• Individually: check the box next to each contact.
• Current page: check the header checkbox to select all contacts on the visible page.
• All filtered: click the Select [N] filtered contacts link in the top bar to select all contacts that pass the active filters, even if there are thousands.

The available actions are:

🗑 Delete

Permanently deletes the selected contacts from your account.

➕ Add to list

Adds the selected contacts to an existing list. When you click, a search box appears with your available lists. Select the destination list and click Add.

— Remove from list

Removes the selected contacts from a list. Useful for cleaning up segments without deleting the contacts from your base.

📤 Send conversation

Deploys a Treble conversation to the selected contacts directly from the Contacts section. When you click, a conversation search box opens so you can choose which one to send.

Link properties

If the selected conversation contains variables (for example, {{name}} or {{company}}), Treble will automatically check whether those variables match your contacts’ properties. If there are variables that do not match, the Link properties modal will appear.

In this modal you can manually map each conversation variable to the contact property that should be used as its value. For example, the conversation’s name variable can be mapped to the contact’s name property.

The properties available for linking include the base contact fields (Email, WhatsApp Id, name, etc.) and all the custom properties you have created.

If your conversation variable has exactly the same name as the contact property, Treble will link it automatically without needing to do it manually.

If a property you need to link does not appear in the list, use the I can’t find the property I need link to create it before continuing.

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Contact variables in the conversation editor

Your contacts’ properties in Treble can be used as variables directly inside the conversation editor, in the same way that

This means you can:

• Read a contact property inside a message. For example, greet the customer by name using the name property.
• Write the customer’s response into a contact property. For example, capture the email they provide and save it in their email property.

Contact variables have a special format depending on the property type:

• Default properties (name and email): use the trbcontact_d_ prefix.
• Custom properties: use the trbcontact_c_ prefix followed by the internal name of the property.

Property	Variable
Name (default)	{{trbcontact_d_name}}
Email (default)	{{trbcontact_d_email}}
Source (custom)	{{trbcontact_c_source}}
Age (custom)	{{trbcontact_c_edad}}
Department (custom)	{{trbcontact_c_departamento}}
Website (custom)	{{trbcontact_c_sitio_web}}

The internal name of a custom property is the one you assigned when creating it. If you don’t remember the exact name, look it up under Properties → View custom properties.

Just like with HubSpot variables, to save a customer’s response into a contact property you must double-click the corresponding block in the editor, select Save response as variable, and write the contact variable name (for example, trbcontact_c_edad) in the variable name field.