Contacts
Contacts store information about people you communicate with. Organize them in contact books, share them with your team, and sync them from email providers or external systems.
Contact books
Contact books are containers for your contacts. You can create multiple books to organize contacts by purpose (Sales, Support, VIPs) and control who has access.
Creating a contact book
Open the contacts panel
Click your avatar at the top of the left sidebar and select Contacts, or use the command bar (⌘/Ctrl + K) and search for "contacts".
Create a new book
Right-click in the contact book list and select New contact book.
Configure the book
Enter a name for your contact book. To share it:
Check Share this contact book with others? to open sharing options
Select Share with entire organization or choose specific teams/users
Optionally check Exclude contacts from search results? to hide these contacts from global search
Managing contact books
To edit or delete a contact book, right-click on it in the contact book list and select Edit contact book or Delete contact book.
Deleting a contact book permanently removes all contacts in it.
Sharing contact books
Share a contact book by right-clicking it and selecting Edit contact book, then checking Share this contact book with others?
You can share with your entire organization, a specific team, or individual users. All shared users can view and edit contacts. Only the owner and organization admins can change sharing settings or delete the book.
Personal vs shared contact books
Personal
Only you
Organization
Everyone in the organization
Team
Members of a specific team
Specific users
Selected users you choose
Managing contacts
Creating a contact manually
Open the contacts panel and select a book
Click your avatar at the top of the left sidebar and select Contacts, then choose the contact book where you want to add the contact.
Start creating
Click Create contact at the bottom of the contacts list.
Fill in contact details
Enter the contact information:
Basic info:
First name, middle name, last name
Prefix (Dr., Mr., etc.) and suffix (Jr., Sr.)
Nickname, gender, pronouns
Avatar (drag an image or click to upload)
Company/Organization:
Company name (creates or links to existing organization)
Job title, department, location
Group membership:
Add to contact groups for categorization
Contact info:
Email addresses (labels: work, home, personal, other)
Phone numbers (labels: mobile, main, home, work, home fax, work fax, pager)
Physical addresses
Social media: Facebook, Instagram, Twitter
Website URLs (labels: homepage, profile, blog, personal, work)
Custom fields (your own label + value pairs)
Notes:
Free-text notes field (supports markdown)
Save the contact
Click Create to save the contact to the selected book.
Creating contacts from conversations
When viewing a conversation, the details sidebar shows email addresses and phone numbers from the messages. For addresses not yet in your contacts:
Select the email or phone number in the sidebar
Click Add to contacts in the popup
The contacts panel opens with a new contact form pre-filled with the address
Viewing a contact
Click any contact in the list to open their contact card. The card shows all saved information: name, company, email addresses, phone numbers, social media, and notes.
From the contact card you can:
Star the contact to mark them as important
Edit to update their information
View all conversations to see every conversation involving this contact
Editing a contact
Click the Edit button in the contact card header
Modify any fields
Click Save to confirm changes
You can also change which contact book a contact belongs to from the edit form.
Starring contacts
Click the star icon in the contact card to mark important contacts. Starred contacts appear with a star indicator in the contact list.
Deleting a contact
Click the More button in the contact card header
Select Delete
The contact is deleted immediately.
Companies and groups
Beyond contact books, you can organize contacts using companies and groups:
Companies (organizations) link contacts to their employer. Add a company name when creating a contact to associate them. Multiple contacts can belong to the same company.
Groups work like tags for contacts. Use them to categorize contacts across companies (e.g., "VIPs", "Leads", "Partners").
Companies and groups are useful for:
Filtering contacts in the contacts panel
Creating rule conditions (e.g., "if sender is in company Acme Corp")
Quickly finding all contacts from the same organization
Syncing contacts
Google contacts sync
Sync contacts between Missive and your Google account:
Open account settings
Go to Settings > Accounts and select your Gmail account.
Enable contact sync
In the Start syncing section, click Sync contacts.
Access synced contacts
A dedicated contact book is created for your Google contacts. Changes sync both ways - edits in Missive appear in Google Contacts, and vice versa.
Office 365 contacts sync
Sync contacts between Missive and your Microsoft account:
Open account settings
Go to Settings > Accounts and select your Outlook/Office 365 account.
Enable contact sync
In the Start syncing section, click Sync contacts.
Access synced contacts
A dedicated contact book is created for your Microsoft contacts. Changes sync both ways between Missive and Outlook.
Importing contacts from CSV
Import contacts from a CSV file into any contact book that isn't synced with an email provider. Right-click on a contact book and select Import contacts (CSV).
Missive supports CSV files in Google and Outlook formats. See Importing contacts for supported fields, template files, and troubleshooting.
API sync
Contacts can be synced programmatically using the Missive REST API. This is useful for integrating with CRMs and other business systems.
See the REST API - Contacts documentation for endpoints and examples.
Using contacts in rules
Rules can check contact membership and automatically create contacts.
Contact conditions
Use these operators on address fields (From, To, Cc, etc.) to match contacts:
in contact book
Address is in a specific contact book
not in contact book
Address is not in a specific contact book
in contacts
Address exists in any organization contact book
not in contacts
Address does not exist in organization contacts
in contact group
Address belongs to a contact in a specific group
not in contact group
Address is not in a specific contact group
in contact company
Address belongs to a contact in a specific company
not in contact company
Address is not in a specific company
See Rule conditions for the full list of operators.
Example use cases:
Route messages from VIP contacts to a dedicated team
Skip auto-responses for existing customers
Apply different labels based on contact company
Create contact(s) action
The Create contact(s) action automatically adds new contacts from incoming messages:
Add a Create contact(s) action to your rule
Select the target contact book
When the rule fires, sender/recipient addresses are added as contacts
This is useful for building a contact database from incoming leads or support requests.
Contact sidebar
When viewing a conversation, the details sidebar shows contact information for all participants:
Matched contacts: Shows contact cards with full details for addresses in your contact books
Unknown addresses: Shows the email or phone with an Add to contacts option
Quick actions: Copy name, copy email/phone, new email, view all conversations
Hover over any address to see a preview popup with contact details and quick actions:
View contact / Add to contacts: Open or create the contact
All conversations: Search for all conversations with this contact
All from [domain]: Search for all conversations from the same email domain
Copy name / Copy email: Copy contact info to clipboard
New email: Start composing a new email to this address
Searching contacts
Search within contacts
Use the search field at the top of the contacts panel to find contacts by:
Name (first, last, nickname)
Email address
Phone number
Company/organization name
Notes content
Custom field values
Filter by contact book
Select a specific contact book from the list to limit results to that book. Select All to search across all your contact books.
Shortcuts
⌘/Ctrl + Shift + ,
Open contacts panel
⌘/Ctrl + K then "contacts"
Open contacts panel
↑ / ↓
Navigate contact list
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