add-contact

What problem does it solve?

Manually entering contact records into Carta CRM is slow and error-prone, especially when adding multiple contacts or capturing detailed information like work history, social links, and custom fields.

Core Features & Use Cases

• Conversational Data Collection: Gathers all required and optional contact details (name, email, phone, job title, work experience, tags, etc.) through natural conversation, only requiring a full name to proceed.
• Bulk Contact Creation: Supports adding multiple contacts in a single workflow, returning a summary of all created records with their unique Carta CRM IDs.
• Use Case: Fund administrators, sales teams, and investor relations professionals can quickly add new contacts to Carta CRM without navigating the platform's UI, just by providing contact details in plain language.

Quick Start

Provide the full name and any available details of the contact you want to add to Carta CRM, and the skill will create the record for you.