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Each contact in the HoopAI platform supports up to 11 phone numbers — one primary and up to 10 additional numbers. This is useful for contacts who have separate work, mobile, and home numbers.

Adding additional phone numbers

1

Open the contact record

Navigate to Contacts > Smart Lists and click the contact’s name.
2

Click + Add

In the Contact section, click + Add and select Phone.
3

Enter the number and label

Type the phone number and select a label from the dropdown: Mobile, Work, Home, or Landline. Each label can only be used once per contact.
4

Save

Click outside the field or press Enter to save.

Primary vs. secondary numbers

The primary phone number is the default used for:
  • Outbound SMS messages sent from workflows and campaigns
  • Caller ID matching on inbound calls
  • Display in contact lists and smart list columns
Secondary numbers are stored on the contact record and visible in the contact detail panel, but are not used for outbound communications unless explicitly selected.

Which number receives SMS

By default, SMS messages are sent to the primary phone number. To send to a different number:
  • In the Conversations inbox, click the To dropdown and select a different number before sending
  • In workflows, the SMS action targets the primary number unless you use a custom field reference for a specific number

Switching the primary number

To change which number is primary:
  1. Open the contact record
  2. Click the radio button next to the number you want as primary
  3. The change applies immediately — all future outbound SMS and calls will use the new primary number

Importing contacts with multiple numbers

When importing via CSV, you can map multiple phone columns:
  • Map the first phone column to Phone (this becomes the primary)
  • Map additional phone columns to Additional Phone 1, Additional Phone 2, etc.
The import wizard provides mapping options for each additional phone field.

Using multiple numbers in workflows

Workflow actions that send SMS default to the primary number. To target a specific secondary number, store it in a custom field and reference that field in the workflow action’s recipient configuration.
Deleting the primary phone number requires setting another number as primary first. The contact must always have a primary number if any phone numbers exist on the record.
Last modified on March 6, 2026