In this article, we will explain:
Adding From the Gmail Omnibar
To add someone to a Flow from Gmail, simply do the following:
- Open an email in Gmail.
- Open the Omnibar and Select the Flows Icon (see below).
- Click add to Flow.
Adding From Salesforce
You can add any contact or lead whose page you are on in Salesforce:
You can also add multiple people to a Flow from a Salesforce List View:
- Go into a list view in Salesforce. The list of recently viewed contacts is below, but you can add people from any list of Contacts or Leads.
- Check the people (contacts or leads) you'd like to add.
- Click the Groove drop down. The number of checked people should appear in the drop down.
- Click "Add to Flow."