How to add a contact to a pipeline (manually)?
How to add a contact to a pipeline (manually)?
Reading time: 2 min
Quick summary: You can add contact to pipeline manually from contact profile or directly from Messenger/DM conversation thread. A contact can be added to multiple pipelines.
Method 1: Add from contact profile
- Open contact profile (Facebook or Instagram)
- Click option to add to pipeline
- Select:
- Pipeline (e.g., "Hot prospects")
- Stage in this pipeline (e.g., "Contacted")
- Validate
When to use this method
- After visiting prospect's profile
- To quickly add someone you just discovered
- Before even contacting them
Method 2: Add from Messenger (or DM)
- Open Messenger conversation (Facebook) or DM (Instagram)
- Click option to add to pipeline
- Select:
- Pipeline
- Stage
- Validate
When to use this method
- During or after conversation
- To organize your CRM in real-time
- After exchanging with someone new
Method 3: Automatic addition via campaign
When you launch prospecting campaign (group, post, profile), you can configure automatic tags.
What happens:
- Contacts reached via campaign are automatically added to CRM
- With tags (pipelines) configured in campaign
- At defined stage
Add contact to multiple pipelines
A contact can be present in multiple pipelines simultaneously.
How to do it:
- Add contact to first pipeline (method 1 or 2)
- Repeat operation to add to second pipeline
- Repeat as many times as necessary
Concrete example:
Contact "Marie":
├─ Pipeline "Hot prospects" → Stage "Conversation"
├─ Pipeline "Q1 Campaign" → Stage "Contacted"
└─ Pipeline "VIP" → Stage "Regular follow-up"
What happens after addition
Once added to pipeline:
In Novalya CRM:
- Contact appears in chosen pipeline
- In selected stage
- With pipeline color
On Messenger/Instagram:
- Colored badge (tag) appears next to name
- Color corresponds to main pipeline
- Tag name = pipeline name
Important: CRM accessible, smooth actions with Chrome
CRM remains accessible even if Chrome is closed.
However, for smooth interaction:
- Google Chrome must be open
- Your Facebook/Instagram session must be connected
Without Chrome open:
- You can view CRM
- But some actions may be slowed down
Usage examples
Example 1: Discovering qualified prospect
Situation: You're browsing group and find interesting profile.
Action:
- Open profile
- Add to "Hot prospects" pipeline
- Stage: "To contact"
Result: Contact saved in your CRM, ready for later follow-up.
Example 2: After good conversation
Situation: You just exchanged with someone on Messenger, it's promising.
Action:
- From Messenger conversation
- Add to "Hot prospects" pipeline
- Stage: "Conversation"
Result: Contact immediately organized in right context.
Example 3: Multi-pipeline addition for VIP
Situation: Very important contact you want to track closely.
Action:
- Add to "Customers" pipeline
- Also add to "VIP" pipeline
- Also add to "7-day follow-up" pipeline
Result: Multi-dimensional tracking, impossible to forget.
FAQ
Must I necessarily add contact to pipeline?
No. You can exchange with someone without adding them to CRM. However, adding allows structuring your tracking and not losing contact.
Can I add contact who isn't my Facebook friend?
Yes. You can add any contact with whom you have Messenger conversation or whose profile you see.
What happens if I add contact already in pipeline?
Nothing. Contact stays in current pipeline and stage. They're not duplicated.
Can I add multiple contacts at once?
No, manual addition is done contact by contact. For mass addition, use prospecting campaigns with automatic tags.
Can Instagram contact be added to Facebook CRM?
No. Facebook CRM and Instagram CRM are completely separate. Instagram contact can only be added to Instagram CRM.
Need help?
If you have questions about adding contacts, our support team is available:
- Email: support@novalya.com
- Ticket Center: Available from your Novalya space
We typically respond within 2 hours during business days.
Updated on: 27/03/2026
Thank you!