Overview
The Contacts tab lists everyone on the email thread, grouped into three sections:
Contacts in CRM: people who are already in your contacts on Zapflow, marked with a green checkmark on their avatar
Linked Colleagues: teammates on the thread who are Zapflow users
Contacts not in CRM: people on the email who aren’t in Zapflow yet
Sections with no people in them are hidden.
View a contact’s opportunities and activity
Click on a contact or colleague to expand their details. You’ll see:
Deals linked to this person: click a deal to see the person’s role, the deal owner, the fund, and the stage. If there are more than three deals, click Show all to see the rest.
Activity summary: the number of meetings, calls, notes, and messages logged with this person
Add a contact to Zapflow
Find the person under Contacts not in CRM
Click the ⋮ menu next to their name
Click Add to CRM
Check the first and last name, and add a phone number if you have one
Click Add Contact
The email address is filled in automatically. Once added, the contact moves to Contacts in CRM.
If you don’t want to add someone, the ⋮ menu has two other options: Not a real person and Ignore for now.
Note: If you click on Not a real person and want to show the contact again follow the instructions at the bottom of the people tab "Not seeing everyone in this email?".
Log an activity
Click the green Log activity button
Choose Log a meeting, Log a note, Log a call, Log message, or Log email
Write your message and fill in the desired information
Check the associated people and deals
Save the activity
Note: Associated people are pre-filled with the CRM contacts on the email.
Link a contact to an opportunity
Click on the contact to expand their details
Click Link to opportunity
Search for the opportunity in the list. The filters can help you locate the correct opportunity
Open Select contact type(s) below the opportunity and check one or more roles, such as Primary contact or CFO
Repeat steps 3 and 4 to link the contact to more opportunities
Click Associate