Manage contacts - Wave Connect

Every time someone exchanges contact information with you through Wave Connect, their details are saved to your contacts. The Contacts tab is your personal CRM for managing all your networking connections.

Viewing your contacts

Navigate to the Contacts tab in your Wave Connect dashboard to see everyone who has shared their information with you. Each contact entry includes:

Name and contact details they shared
Date and time of the exchange
Tags you’ve applied
Notes you’ve added

The contacts table shows these columns:

Column	Description
Name	The contact’s full name
Job Title	Their role
Company	Their company
Created By	The team member who captured the contact (team and organization views)
Date Added	When the contact was created. The table sorts by this column by default
Tags	Tags applied to the contact
Team	The team the contact belongs to (organization view, when there is more than one team)

On mobile, only the Name column is shown.

Searching and filtering contacts

Use the Search field to find contacts by name, company, email, phone, or any other field. The filters next to it narrow the list:

Users: contacts captured by specific team members (team and organization views)
Teams: contacts belonging to specific teams (organization view with more than one team)
Dates: contacts added within a date range
Tags: contacts with specific tags

Click Reset to clear all filters. Filters are kept in the page URL, so you can bookmark or share a filtered view.

Creating a contact manually

Met someone who didn’t share through Wave Connect? Add them yourself.

Click Create

In the Contacts tab, click Create. The Create Contact form opens.

Fill in their details

Enter their Name, Job Title, and Company. Under Add more info, add an Email, Phone, Website, Location, Note, or Tags.

Click Create

The contact is saved to your list.

On mobile, the form asks for First Name and Last Name separately, and Add more info offers Email, Phone, City, and Website.

To add someone from a paper business card, use the Universal Scanner instead.

Editing contact details

You can update a contact’s information at any time:

Select a contact

Click on the contact you want to edit.

Update their information

Modify any field: name, email, phone, company, or notes.

Save changes

Your updates are saved and synced across your account.

Dictating notes

On mobile, you can dictate a note instead of typing it.

Open the note

Open a contact and tap the note field (Add a note about this contact).

Tap Dictate note

Tap the microphone button (Dictate note). Allow microphone access if your browser asks. A waveform shows while you speak.

Tap Stop dictation

Wave Connect transcribes the recording in your app language and appends the text to the note.

Bulk actions

Select several contacts to act on them at once. Use the checkbox at the start of each row, then click the Actions button above the table (or press Cmd+K on Mac, Ctrl+K on Windows). The menu offers:

Add tag…: apply a tag to all selected contacts
Add to event…: assign them to an event
Enrich: run contact enrichment on the selection
Sync to your CRM, for example Sync to HubSpot: push them to a connected CRM
Export to CSV: download the selection
Delete: remove the selected contacts

Right-click a single contact for View Contact, Enrich Contact, and Delete Contact.

Events, qualifiers, and custom attributes

In an organization, contacts can also be:

Grouped by the events where they were captured
Qualified with the questions your admins set up as qualifiers
Tracked with your organization’s own custom attributes

Saving contacts to your device

You can export individual contacts directly to your phone’s address book. Open a contact and tap Save to device to add them to your phone contacts. On desktop, choose Download contact from the More actions menu (three dots) to download a vCard file.

Export contacts

Export your Wave Connect contacts to a CSV file for importing into your CRM, email marketing tools, spreadsheets, or any other platform.

Go to Contacts

Open the Contacts tab in your Wave Connect dashboard.

Select contacts

Choose specific contacts or select all. You can filter by tags before exporting.

Click Export

Choose Export as CSV from the three-dot menu, or Export to CSV from the Actions menu for a selection.

Download the file

A CSV file with all contact fields is downloaded to your device.

Exported fields

The CSV export includes all available contact data:

Field	Description
First Name	Contact’s first name
Last Name	Contact’s last name
Email	Email address
Phone	Phone number
Company	Company or organization
Job Title	Role or position
Tags	Comma-separated list of tags
Date	Date of the contact exchange
Notes	Any notes you’ve added
Custom attributes	One column per custom attribute in your organization

CRM sync

For automatic contact syncing (instead of manual CSV exports), consider connecting Wave Connect to your CRM. Wave Connect integrates with Salesforce, HubSpot, Pipedrive, and more. See Integrations for setup instructions.

Manual sync

Each CRM integration has an auto-sync setting. When auto sync is off, a contact’s page shows a Sync to button with your CRM’s name, for example Sync to HubSpot. Click it to push that contact. With several CRMs connected, the button reads Sync to CRM and lists them. When auto sync is on, contacts sync as they are created. To push an updated contact again, open the More actions menu (three dots) on the contact’s page and choose Resync to your CRM, for example Resync to HubSpot. To sync many contacts at once, select them and use the Sync to entry in the Actions menu.

The sync buttons are shown on desktop. Manual sync requires contact management rights: your own contacts, or a manager role in your team.

Push notifications

The first time you open a contact, a Don’t miss an exchange banner invites you to turn on alerts. Click Enable push notifications and accept the browser or phone prompt. You are then notified the moment someone shares their contact info with you. Dismiss the banner with the X and it won’t come back. You can still turn notifications on later from your account settings.