- A file — CSV or Excel from + → Attach file. See Attach files.
- Saved data — + → Use saved data, or Settings → Data.
- Contacts — the org roster. See Contacts.
- A connected tool that is actually live — HubSpot, Microsoft 365, Google Workspace, Smartsheet, Birdeye, LeadingReach. Salesforce, Zoho, and the rest are Coming soon in Settings. See Connectors.
- A cohort Rivvi already knows — “everyone we haven’t called in 30 days.”
- A mix — Rivvi dedupes by phone.
Build a list
Where the people on a run come from — a file, saved data, Contacts, or a connected tool.
You do not have to prepare data a certain way. A run can reach people from: