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Linking Conversations to Contacts

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Automatic Linking

Conversations are automatically linked to contacts when:
  • Contact’s email or phone matches
  • Agent identifies them during conversation
  • User is logged into their account

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Manual Linking

Link conversations manually:
1

Open Conversation

View the conversation in your inbox.
2

Click 'Link to Contact'

Find the button in the conversation sidebar.
3

Search or Create

Select existing contact or create new one.
4

Confirm

Conversation is linked and appears in contact’s history.

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Contact Enrichment

Clarky can automatically enrich contact data:
  • Company information
  • Social media profiles
  • Professional details
  • Public data sources
Enable in Settings > CRM > Data Enrichment.

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Duplicate Management

Clarky automatically:
  • Detects potential duplicates
  • Suggests merges
  • Prevents duplicate creation
Review and merge duplicates in CRM > Duplicates.

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Exporting Contacts

Export contact data:
  • CSV format
  • Excel spreadsheets
  • vCard format
  • Custom field selection
Use for:
  • Backup purposes
  • Migration to other systems
  • Email marketing lists
  • Reporting and analysis

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Integration with Conversations

When viewing a contact:
  • Click to start new conversation
  • See suggested responses based on history
  • View sentiment trends
  • Access all prior interactions

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