Pobuca SaaS

This article contains guidelines on how to add Notes to a contact into Pobuca Connect.

Adding Notes to contacts

This article contains guidelines on how to print a contact from Pobuca Connect.

How to print a contact from Pobuca Connect

This article contains guidelines on how to create contacts by pasting email signatures to Pobuca Connect.

How to create contacts from email signatures.

This article contains guidelines on how to enable Caller ID in Pobuca Connect mobile app.

How to enable Caller Identification in the mobile app.

This article contains guidelines on how to import your contacts stored in Microsoft account to Pobuca Connect

Import contacts (from Microsoft account)

This article contains guidelines on how to use tasks in Pobuca Connect.

How to use tasks in Pobuca Connect

This article contains guidelines on how to import data into Pobuca Connect

Import

This article contains guidelines on how to import your contacts stored in your mobile phone to Pobuca Connect

Import Contacts (Using the Mobile app)

This article contains guidelines on how to import your contacts stored in .xls or .csv files to Pobuca Connect

Import Contacts (from .xls or .csv files)

This article contains guidelines on how to import your contacts stored in multiple software services to Pobuca Connect

Import Contacts (from Other Platforms)

This article contains guidelines on how to import your contacts stored in Google account to Pobuca Connect

Import contacts (from Google account)

Mass email physical address configuration

This article contains guidelines on how to send mass emails via Pobuca Connect

Send mass emails to your contacts via Pobuca Connect

This article contains guidelines on how to add comments in Pobuca Connect

Add comments in Pobuca Connect

This article contains guidelines on how to filter using tags in Pobuca Connect

Filter by Tags

This article contains guidelines on how to filter in Pobuca Connect

Filter in Pobuca Connect

This article contains guidelines on how to import your contacts stored in Gmail to Pobuca Connect

How to import my Google contacts to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Outlook.com to Pobuca Connect

How to import my contacts stored in Outlook app to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Salesforce to Pobuca Connect

How to import my contacts stored in Salesforce to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Dynamics 365 to Pobuca Connect

How to import my contacts stored in Microsoft Dynamics 365 to Pobuca Connect

This article contains guidelines on how to import your contacts stored in LinkedIn to Pobuca Connect

How to import my contacts stored in LinkedIn to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Mailchimp to Pobuca Connect

How to import my contacts stored in Mailchimp to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Insightly to Pobuca Connect

How to import my contacts stored in Insightly to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Zoho CRM to Pobuca Connect

How to import my contacts stored in Zoho CRM to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Hubspot to Pobuca Connect

How to import my contacts stored in Hubspot to Pobuca Connect

This article contains guidelines on how to create, edit and delete tags in Pobuca Connect

Manage Tags

This article contains guidelines on how to tag your entities (contacts, organizations,co-workers) in Pobuca Connect

Tag contacts, organizations or co-workers

This article contains guidelines on how to use tags

Introducing tags: A more flexible way to organize your contacts in Pobuca Connect

This article contains guide lines on how to use Pobuca Connect Business cards scan feature.

Business cards scan feature

This article contains guidelines on how to merge multiple contacts.

Merge Contacts

This article contains guidelines on how to import co-workers in Pobuca Connect

Import co-workers

This article contains guidelines on how to import organizations in Pobuca Connect

Import organizations

This article contains guide lines on how to view activities and interactions in Pobuca Connect

View activities and interactions

This article contains guidelines on how to delete all your Contacts and all your Organizations in Pobuca Connect

Delete all your Contacts and Organizations

This guide explains how to create and manage API Keys on Pobuca Connect.

Using Pobuca Connect API Keys

This article contains guidelines on how to enrich your Pobuca Connect contacts with more contact info

Enrich your contacts with more contact info

This article contains guidelines on how to add users/co-workers who have different email domain in Pobuca Connect

Add users who have different email domain

This article contains guidelines on how to search in Pobuca Connect

Search in Pobuca Connect

This article contains guide lines on how to access Pobuca Connect offline data

Access offline data

This article contains guidelines on how to use Pobuca Connect Desktop App

Use the Pobuca Connect Desktop App

This article contains guidelines on how to manage duplicates in Pobuca Connect

Manage Duplicates in Pobuca Connect

This article contains guide lines on how to use Pobuca Connect Outlook app

Use the Outlook app

This article contains guidelines on how to define the users' access to a business contact

Control who can access a business contact

This article contains guidelines on how to delete a custom field

Delete a custom field

This article contains guidelines on how to edit custom fields in Pobuca Connect

Edit a custom field

This article contains guidelines on how to export data from Pobuca Connect

Export

This article contains guidelines on how to revoke a user's/co-worker's access

Revoke a co-worker's access

This article contains guide lines on how to install the Outlook app on native Outlook

Install Pobuca Connect Outlook app on the native Outlook

This article contains guidelines on how to change your password in Pobuca Connect

Change your password

This article contains guide lines on how to create your own custom fields in Pobuca Connect

Create a new custom field

This article contains guidelines on how to create a team inside the app and how to control access to a contact

Create a team

Manage revoked users

Manage unregistered users

Manage registered users

Manage co-workers

Add new co-workers

This article contains guidelines on how to invite co-workers to Pobuca Connect.

Invite co-workers

Link contacts with an organization

Edit organization

This article contains guide lines on how to add a new organization into Pobuca Connect.

Add a new organization

Share contact details with external partners

This article contains guidelines on how to edit a contact into Pobuca Connect.

How to edit a contact

This article contains guidelines on how to a create a new contact into Pobuca Connect.

How to create a new contact

Manage your profile

Reset your password

Create an account

Panagiotis Christodoulopoulos

Guides of how to perform Pobuca Connect common tasks

How Tos

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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