Contact folders: organize your contacts into manual lists

📍 Where to find it: Pipeline & contacts → Contact folders

Folders are manual boxes where you store the contacts of your choice (e.g. "New customers", "VIP", "Trade-show prospects"). Unlike segments (automatic filters), you add the contacts one by one.

How it works

You create a folder (name + color), then you add contacts to it by searching for them. A folder then serves as a target for Flows: a Flow can be triggered when a contact is added to a folder, branch based on folder membership, or enroll all its members at once. The page updates live when a contact is filed by another source.

Step by step

1. Open "Pipeline & contacts → Contact folders".
2. Click "New", enter a name and choose a color, then create.
3. Select the folder in the left-hand column.
4. In the search field, type at least 2 letters to find a contact, then click it to add it.
5. To remove a member: click the cross next to their name.
6. To delete a folder: hover over it and click the trash, then confirm.

Good to know

• Folders are free (no particular plan needed); it is the targeting by Flows that requires the Pro plan.
• The same contact can belong to several folders.
• Adding a contact that is already there does not create a duplicate.