Understanding Contacts in Zyntro
Every contact is a living relationship record that SI reads, learns from, and acts on
A contact in Zyntro is more than a name and email address. It is a comprehensive relationship record that captures who the person is, how they interact with your brand, what they care about, and where they are in their journey.
Every piece of data on a contact record — from their timezone to their custom fields to their engagement score — feeds directly into SI’s decision-making. When SI writes an email, it reads the contact’s profile. When it decides which channel to use, it checks the contact’s channel preferences and opt-outs. When it calibrates communication frequency, it reads the engagement score.
This article covers what a contact record contains, how it connects to the rest of the platform, and the key controls that determine how Zyntro interacts with each person.
Key Concepts
27 built-in fields that every contact has: name, email, phone, address, timezone, source, status, role, DNC flag, opt-out flags, verification status, and auto-engage toggle. These cannot be removed but can be left empty.
Unlimited additional fields you create to capture data specific to your business — industry, budget range, property interest, program type, or anything else. Custom fields are suggested automatically when you define audience segments.
The company or organization a contact belongs to. In B2B and Mixed CRM modes, contacts are linked to entities. In B2C mode, entities are hidden. CRM mode is set during implementation and cannot be changed afterward.
A per-contact toggle that enrolls the contact into Segmentation Intelligence. When enabled, SI scans, scores, and autonomously engages this contact. When disabled, SI ignores them completely.
A 0-100 score calculated across six dimensions — visible on the contact’s right sidebar. Drives SI’s behavior: communication frequency, channel selection, and handoff recommendations.
Capabilities
Contact Data
27 standard fields plus unlimited custom fields. Everything from timezone (critical for SI timing) to DNC flags (channel availability) to verification status (delivery reliability).
Notes
Threaded notes with visibility controls (private, public, AI-only). Both human-authored and SI-generated — SI creates notes at various points throughout the engagement cycle to record context and observations.
Profile Data
AI-to-AI enrichment records. Structured key-value data generated by the Contextualizer, enrichment processes, and form analysis. Not designed for human reading — it is intelligence that SI consumes for personalization.
Communication History
Every email, SMS, call, and live chat interaction — with engagement metrics. SI reads this to understand what has been said and what worked.
Activities & Engagements
Meetings (scheduled and completed), signals (behavioral events), and responses (replied vs ignored). The behavioral data that feeds engagement scoring.
Attachments
Files and links associated with the contact — proposals, contracts, documents, with priority weighting for SI resource selection.
How It All Fits Together
The contact record is the central node that connects every other feature in Zyntro:
SI reads the contact before every engagement decision — profile, custom fields, notes, communication history, engagement score, and channel availability.
The pipeline tracks the contact through FIND→WIN→KEEP→GROW — the contact’s current stage drives SI cadence and QC autonomy.
Mandates apply to the contact based on their audience segment, pipeline stage, entity status, and contact status — shaping how SI communicates with them specifically.
Engagement scoring evaluates the contact across six dimensions and produces recommendations that control SI behavior (increase frequency, decrease frequency, human handoff, re-engage).
The entity relationship (in B2B and Mixed CRM modes) groups contacts by organization, allowing entity-level views and B2B-specific pipeline management. CRM mode is an immutable setting defined during your Zyntro implementation — it determines whether entity linking is required, optional, or hidden.
The richer the contact record, the better SI performs. A contact with a timezone, custom fields, profile data, and communication history gets more precisely targeted communication than one with just a name and email. This is why features like the Data Contextualizer, audience-driven custom field suggestions, and enrichment exist — they fill the contact record with the context SI needs.
