How-to Guides | Poggio Docs

📄️ Create a workspace

This guide describes how to sign up as a new Poggio user and create a workspace.

This guide describes how to add your teammates to collaborate in your Poggio workspace.

This guide explains how to sync emails and calendar events from Google Workspace.

This guide explains how to sync Slack messages to Poggio.

This guide explains how to sync Stripe data to Poggio.

This guide explains how to add the Poggio app to a Zapier Zap and assumes familiarity with the application.

This guide explains how to create and manage notes, which can be used to attach additional context to contacts and accounts.

This guide explains how to configure and use labels in your Poggio workspace.

This guide explains how to configure and use the Owners core property in your Poggio workspace.

This guide explains how to configure and use the Stages core property in your Poggio workspace.

This guide describes how to add, update and archive account and contact records in Poggio.

This guide explains how to configure and use custom properties in your Poggio workspace.

This guide describes how to generate an API Token for use with Poggio's GraphQL API.

This guide explains how to search and filter accounts, contacts, and more.

This guide describes how to customize your account and contact tables.

This guide describes how to subscribe to product updates from Poggio Labs.