Create a contact
Personal data
- First and last name (required)
- Phone (mobile, direct, office)
- Address (personal)
Professional data
- Company: reference to an existing Company record or create one on the fly
- Role / title: e.g.
CFO,Head of Procurement - Department: e.g.
Finance,IT,Sales
Enrichment
Like companies, contacts can be enriched with AI:- Email verifier: checks if an email is still valid
- Social enrichment: finds the LinkedIn profile from name + company
- Job change detection: Arya notifies when a contact changes company
Role in deals
A contact can be linked to multiple deals with different roles:| Role | Meaning |
|---|---|
| Decision maker | Final decision |
| Influencer | Influences but doesn’t decide |
| Champion | Actively supports your product internally |
| Blocker | Resists closing |
| User | End user of the product |
| Economic buyer | Signs for budget |
Email and communication
With Gmail connected:- All email exchanges with a contact appear in their timeline
- You can send email directly from Arya, tracked as activity
- Email bounces and replies are logged
GDPR and privacy
Arya includes GDPR-friendly features:
- Data export: from the contact,
⋯ → Export personal data→ ZIP with everything stored about them - Right to be forgotten:
⋯ → Delete with oblivion→ removes contact, emails, notes, keeping only anonymised references in historical objects - Marketing consent: flag tracking consent with date and source
Custom fields
Useful examples:Source(select: referral, event, cold outreach, inbound)Last conversation(date — updated by automation)Temperature(select: cold, warm, hot)Marketing consent(checkbox + date)
Lists and segmentation
Dynamic list examples:Decision makers at open enterprise dealsContacts without verified emailChanged company in last 90 daysHot leads contacted but no meeting booked
Frequently asked questions
Can a contact be at multiple companies at once?
Can a contact be at multiple companies at once?
The contact has a primary company, but you can link them to more companies by adding them to those records. Example: a consultant working with three of your customers.
What happens when a contact changes jobs?
What happens when a contact changes jobs?
If enrichment is active, Arya notifies you. You can manually update the linked company or archive the contact and create a new one for the new role.
How do I handle inactive contacts?
How do I handle inactive contacts?
Use the
Archived status or a custom Professional status field. The contact isn’t shown in current views but stays in history.Can I link a contact to a custom object record?
Can I link a contact to a custom object record?
Yes, if the custom object has a reference attribute to
Contact.