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The Contacts section is your central hub for managing customer and lead information in Hoop. It provides smart filtering, bulk actions, detailed contact records, task management, and seamless integration with the rest of the platform.

Smart lists

Create filtered views of your contacts using advanced conditions. Save and share smart lists for recurring use.

Bulk actions

Import, export, delete, tag, and message multiple contacts at once to save time on repetitive tasks.

Contact details

View and edit every detail of a contact record — appointments, notes, tasks, invoices, and associated opportunities.

Tasks

Create and track tasks associated with contacts to keep your team on top of follow-ups and to-dos.

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Key capabilities

  • Smart Lists — filter contacts by any field, tag, status, or activity, and save the view for reuse
  • Bulk import and export — import contacts from CSV files; export filtered contact lists
  • Tags — organize contacts with custom tags for segmentation and targeting
  • Duplicate management — detect and merge duplicate contact records
  • Appointment scheduling — book appointments directly from a contact record
  • Custom fields — capture any business-specific data on contact records
  • Attribution tracking — understand where contacts came from with UTM and attribution data
Last modified on March 4, 2026