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When you open a room’s sidebar you may see contacts that were added automatically — not just ones you personally invited. This page explains every way a contact can end up in a room.

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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. CRM-synced contacts show a Not Invited status until you explicitly send them an invitation.

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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.

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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.

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Manual addition

Team members can always add contacts directly:
  1. Open the room sidebar.
  2. Click Add contact and enter an email address.
  3. Optionally send an invitation immediately.

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Identified by REX

REX spots people who come up on calls or in other deal data, such as someone mentioned as the eventual budget holder or a new face who joined a session, and surfaces them in a separate Identified contacts table on the room’s Contacts tab. These people are not room contacts yet. Each one shows a note explaining where they were seen (for example, “Mentioned by Sarah Okafor in Pricing alignment call”), and you either:
  • Add to room, promoting them into the main contacts list, or
  • Dismiss, if they’re not relevant to this deal.
Nobody moves onto the main list, or onto the Contact Map, without that confirmation. See Contacts & Contact Map for the full Contacts tab, including the Contact Map and per-contact detail sheets.
Contacts REX adds automatically after finding a real email address are added without an invitation being sent, and appear in the main list as “Added from a call.”

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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.