This section covers all of the Bulk Actions available in Contacts. Bulk Actions let you perform tasks on many contacts at once—such as sending messages, applying tags, exporting, importing, merging, and more—rather than editing each contact individually.

Frequently Asked Questions #

What are Bulk Actions in Contacts? #

Bulk Actions are tools that let you apply an operation to multiple contacts at the same time, including sending SMS or emails, adding or removing tags, importing, exporting, merging, and adding contacts to automations.

Where do I find Bulk Actions? #

Bulk Actions are located in the Contacts area. After selecting one or more contacts, the available bulk options appear so you can act on the entire selection at once.

Why should I use Bulk Actions? #

Bulk Actions save time and reduce manual work by letting you manage large groups of contacts in a single step instead of editing each record individually.

Which Bulk Actions are available? #

Available Bulk Actions include sending bulk SMS and emails, deleting, exporting, importing, and merging contacts, adding or removing tags, sending review requests, updating opportunities, and adding contacts to automations.

Can I select all contacts for a Bulk Action? #

Yes. You can select individual contacts or select all contacts that match your current list or filter before applying a Bulk Action.