This guide explains how to continuously add new contacts to FirstQuadrant, whether manually or through automated inbound and outbound workflows. It covers manual entry, web form automation, self-serve signup qualification, outbound prospecting, and integrations with external tools—ensuring that every sales opportunity enters the pipeline and is managed effectively by the AI.
Once you’ve imported all existing contacts into FirstQuadrant—both active and inactive—it’s essential to ensure that new sales opportunities are also continuously captured and added to your workspace. FirstQuadrant offers multiple ways to add new contacts, whether manually or through automated workflows for both inbound and outbound campaigns.
At any point, you can add a new contact manually by clicking the “New contact” button at the top left of your FirstQuadrant interface. This is useful for quickly capturing a lead you just interacted with or someone who reached out directly.
FirstQuadrant also proactively supports you in identifying new contacts. It automatically analyzes incoming emails and, if it detects that a message is sales-related, it will create a suggestion to import the sender as a new contact. This helps ensure no opportunity slips through the cracks and reduces the manual effort required to maintain a complete and accurate contact list.
FirstQuadrant allows you to automatically create contacts from your website forms. For example:
If you have a product-led growth motion with self-serve signups, you can use FirstQuadrant to:
FirstQuadrant is not only useful for managing existing deals—it can also generate new sales opportunities from scratch. You can:
If you’re using external outbound tools already, FirstQuadrant can also integrate into your existing stack by:
The best way to learn about all these methods is through the **Playbooks **section. There you’ll find:
These guides help you tailor your lead acquisition strategy to your specific workflow and ensure every new opportunity is captured and managed efficiently.
Once contacts are in FirstQuadrant, the AI will ensure they are engaged at the right time and with the right messaging, helping you drive deals forward automatically.