CRM sync
If you have HubSpot, Salesforce, or Attio connected and contact sync enabled, Flowla automatically pulls the contacts associated with a deal or opportunity into the corresponding room. No manual invite needed — the right stakeholders appear as soon as the sync runs.- HubSpot — deal contacts are synced when contact sync is enabled in your HubSpot integration settings.
- Salesforce — opportunity contacts are synced via the Salesforce integration.
- Attio — deal contacts are pulled in via the Attio integration.
Autopilot workflows
Autopilot can add contacts to a room as part of an automated workflow. Common scenarios:- An Add contact to room action is triggered when a deal reaches a certain stage.
- A Send room action emails the room to a contact, adding them automatically.
Action item assignment
When you assign an action item to an external contact, that person is automatically added to the room so they can see and complete the task.Manual addition
Team members can always add contacts directly:- Open the room sidebar.
- Click Add contact and enter an email address.
- Optionally send an invitation immediately.
Invited vs. Not Invited
Being added to a room is separate from being invited. A contact with Not Invited status has been added (e.g. via CRM sync) but has not yet received an invitation email. Use the Invite button next to their name to send one.| Status | Meaning |
|---|---|
| Not Invited | Added to the room, no invitation sent yet |
| Invited | Invitation email sent, room not yet viewed |
| Pending | Contact requested access, awaiting approval |
| Viewed | Contact has opened the room |