Contacts are the foundation of your CRM in myflow. Every lead, customer, or business relationship starts as a contact. You can add contacts manually, from LinkedIn, or by importing a list — this article covers adding a contact manually.
Go to Contacts in the sidebar navigation.
Click Add contact in the top right corner.
Enter the contact's Name and Email — both fields are required.
Fill in any additional details you have: Title, Phone, and LinkedIn URL.
Select an Existing company from the dropdown to link the contact to a company, or leave it empty to add one later.
Click Add.
Your new contact now appears in the contact list and has its own contact card where you can add notes, actions, deals, and more.
How do I add a company that doesn't exist yet?
The Add contact form in myflow Contacts only lets you pick a company that already exists. You can't type a new company name there. To give the contact a new company:
Add the contact without a company, then open the contact card.
In the Company section, click Create new company.
Enter the company name and click Create company. Only the name is required.
The contact is now linked to the company, and the company name is used in the [customer_company] tag in newsletters and automations.
What if the email belongs to an archived contact?
When you add a contact in myflow Contacts and the email belongs to an archived contact, myflow doesn't create a new contact. Instead, you see the message An archived contact with this email already exists and No new contact was created. Click Open contact to view the archived contact. If you are a company admin, you can also click Restore existing lead to restore the archived contact and open it. Learn more in How to archive and restore contacts in myflow.
💡 Let Buddy do it for you: Open Buddy in your AI team and say something like "Add a new contact named Maria Larsson at [email protected]" — Buddy handles the rest.