Need help? Learn to set up the zapier integration.
Imagine you're a productivity coach that connects with clients via email. Now whenever a new client reaches out to you and you add them to your contact list, a new entry is added to your CRM board in Workflowy where one of your team members can start building out a profile and customized plan for them - ready for your next video call with them.
Google contacts + Workflowy
Create a new profile in google contacts to have it sent to your Workflowy account.