Overview
The Zapflow add-in is visible once you open an email in Outlook. It shows who the email involves and which opportunities they’re connected to, so you can log activity, link the email to a CRM record, create tasks, attach files, or start a new opportunity straight from your inbox.
The three tabs
The add-in has three tabs, shown as icons at the top. Hover over an icon to see the tab name. The number on each icon shows:
Contacts (people icon): the number of contacts and colleagues found on the email
Opportunities (briefcase icon): the number of opportunities linked to people on the email
Tasks (checkmark icon): the number of open tasks associated to people on the email
To learn more about each tab, see:
Using the Contacts tab in the Outlook add-in
Using the Opportunities tab in the Outlook add-in
Using the Tasks tab in the Outlook add-in
Open records in Zapflow
Click the Open in Zapflow icon (the box with an arrow) next to any person, opportunity, or task to open it in a new Zapflow window.
Refresh the add-in
If you make changes in Zapflow while the add-in is open, click the three dots and click the Refresh add-in button to see the updates.
For more information, contact support@zapflow.com or reach out to your dedicated Account Executive.