This article covers how to add contacts in the Keap™ Mobile app, including importing from a device's contacts list, entering contact details manually, and scanning a business card. To use these features, install Keap Mobile on an iOS or Android device.

Manage Contacts on the Go

The Keap Mobile app allows contacts, tasks, and notes to be added or accessed from anywhere. Mobile reminders and alerts help avoid missed follow-ups and keep customer interactions on track.

Import a Contact From a Device's Contacts App

Keap Mobile can detect contacts saved on the device and import them directly into the Keap CRM.

1. Navigate to the contacts list in Keap Mobile.

2. Tap the Search icon to search for a contact.

   

   The screenshot above shows the Search icon on the Keap Mobile contacts screen.

3. Search for a contact that is not yet in Keap but is saved on the device. When a matching record is found in the device contacts app, a notification appears. Tap See 1 matching contact.

   

   The screenshot above shows the matching device contact notification in Keap Mobile search.

4. Tap Add to Keap to import the contact.

   

   The screenshot above shows the Add to Keap button on the device contact preview screen.

5. The contact is now imported into Keap and is available for calls, messages, notes, and tasks.

   

   The screenshot above shows the newly imported contact record in Keap Mobile.

Add a Contact

1. Navigate to Contacts by tapping the person icon.

2. Tap the add contact button at the lower-right of the screen.

   

   The screenshot above shows the add contact button in Keap Mobile.

Three options are available for adding a contact:

• Enter manually — Enter contact details by hand.

• Import contacts — View contacts saved on the device and import them into Keap.

• Scan business card — Photograph a business card to automatically transcribe and create a contact record.

Enter a Contact Manually

1. Tap Enter manually.

   

   The screenshot above shows the Enter manually option in Keap Mobile.

2. Enter the contact's information.

   

   The screenshot above shows the manual contact entry form in Keap Mobile.

3. Tap Done.

   

   The screenshot above shows the Done button on the manual contact entry form.

Note: A first name or email address is required to save a new contact.

Scan a Business Card

1. Navigate to Contacts by tapping the person icon.

2. Tap the blue add contact button.

   

   The screenshot above shows the add contact button in Keap Mobile.

Note: The first time a business card is scanned, Keap Mobile requests permission to access the device camera. Tap OK to grant permission.

The screenshot above shows the camera permission request dialog in Keap Mobile.

3. Position the business card within the camera frame.

4. Tap the camera button at the bottom of the screen to capture the image.

5. After the image is captured, transcription takes approximately 1–3 seconds.

   

   The screenshot above shows the business card transcription process in Keap Mobile.

Tip: Keep the device steady for the best image quality. If the image is blurry or transcription missed content, select Retake photo to try again.

The screenshot above shows the Retake photo button on the transcription review screen.

6. Review the transcribed information and edit any fields as needed.

7. To change a field type, tap the field type label and select a different field from the list.

   

   The screenshot above shows the field type selector on the business card review screen.

Supported field types for business card scanning:

• First name

• Last name

• Company

• Email

• Phone (phone extensions are not supported)

• Job title

• Website

• Fax

• LinkedIn

• Twitter

• Facebook

Tap Ignore next to any field to exclude it from the saved contact record.

The screenshot above shows the Ignore option on the business card review screen.

8. If the business card has additional content such as a name or website on the back, tap + Add a field to manually add a field and enter the details.

   

   The screenshot above shows the Add a field button on the business card review screen.

9. Tap Done to save the contact.

   

   The screenshot above shows the Done button on the business card review screen.

Note: A first name, last name, or email address is required to save the contact.

After saving, the confirmation screen provides the following options:

1. View the newly created contact record.

2. Scan another business card to continue adding contacts.

3. Tap Done to finish.

   

   The screenshot above shows the confirmation screen after saving a scanned business card contact.

Import Contacts From the Device

1. Navigate to Contacts.

2. Tap the blue + button at the lower-right of the screen.

   

   The screenshot above shows the blue plus button on the Keap Mobile contacts screen.

3. Tap Import contacts.

   

   The screenshot above shows the Import contacts option in Keap Mobile.

Note: The first time contacts are imported, Keap Mobile requests permission to access the device contacts list. Tap OK to grant permission.

The screenshot above shows the device contacts permission request dialog in Keap Mobile.

4. Scroll through the device contacts list and select the contacts to import.

   

   The screenshot above shows the device contacts selection screen in Keap Mobile.

5. Tap Import.

   

   The screenshot above shows the Import button on the device contacts selection screen.

Note: Imported contacts are available immediately in the Keap web application. The Keap Mobile app refreshes contact data every 10 minutes — pull down on the contacts list to trigger a manual refresh.

The screenshot above shows the pull-down refresh gesture in the Keap Mobile contacts list.

Frequently Asked Questions

What does this article cover?

This article covers how to add contacts in the Keap Mobile app, including importing from a device, entering details manually, and scanning a business card.

What is required to save a contact?

For manual entry, a first name or email address is required. For business card scanning, a first name, last name, or email address is required.

Why does an imported contact not appear immediately in Keap Mobile?

Imported contacts are available immediately in the Keap web application. The Keap Mobile app refreshes contact data every 10 minutes. To refresh immediately, pull down on the contacts list in the Keap Mobile app.