Get Flowlu Notifications in Slack 💬

Receive instant task, opportunity and project updates to Slack with new Flowlu’s integration. Now, you can automatically get real-time notifications in Slack to keep your team in the loop when a task or opportunity is moved to another stage, a new project is initiated and so much more. 

Slack Automation Rule 🤖

Use automation combined with Slack integration to notify your teammates every time your task or opportunity changes its stage. Configure a rule, select certain conditions and get immediate updates to Slack channels of your choice. 

P&L Statement 📑

The brand new Profit and Loss statement helps to determine the financial position of your company and clearly shows you whether the business made a profit or loss. The report displays the revenue, expenses and your net profit for a specific period of time.

Formula Field 🧮

With the special Formula field, you can automatically execute calculations for data entered in the fields of your tasks, projects, opportunities, etc., based on a configured formula. You can pull in dynamic data from both default and custom fields from across the platform. The available operations are addition, subtraction, multiplication and division. For example, with a formula field, you can calculate how much a salesperson gets from a won opportunity or a total order cost. Besides, you can even set up automation based on the value of the calculated fields!

Object Picker 🔗

Before this update, there were separate fields available to turn any field into a clickable hyperlink to a CRM account, list, project, or user. We combined everything into one field type and added a bunch of new types of relations. For example, you can now add products to an opportunity, attach a Knowledge base's article, and so on.

Automatic Charging: Stripe 💰

From now on, you can automatically charge a customer when you’re creating a recurring invoice and using Stripe for billing. Flowlu triggers payment once the card details are captured by Stripe and until the client cancels. Instead of waiting for the customer to pay whenever they receive the invoice for ongoing service, you can charge a monthly/ yearly/ etc. subscription automatically on their credit card.

Client Portal for Collaboration with External Users

Create a dedicated space to seamlessly share information and updates with your clients, freelancers and contractors. Invite your external users and determine what they should exactly see at the client portal using flexible permissions. Consolidate all information in one place and keep everyone connected!

Customizable Onboarding for Your Employees

We heard that many of you enjoyed our onboarding for learning how to use our platform. Now you can create your own customizable onboardings for coworkers or even clients and organize these step-by-step checklists the way you want.

New Mailchimp Integration

With this new integration, you can now automatically export and import contacts between Flowlu and Mailchimp. For example, once a new contact is added to Flowlu, it will be automatically added to the Mailchimp campaign.

Refreshed Chat UI

We’ve refined our built-in chat for team collaboration. It got a more modern look, you can also now create chat admins, see if your message is read and so much more.

Check out our blog to find out more about all product updates.

Set up a brand new integration with Calendly and manage all your scheduled bookings right from your Flowlu account. When a prospect books a meeting with your company using Calendly, Flowlu automatically creates a new event, contact, company or opportunity. Then, all you have to do is log the meeting’s outcome to the event or opportunity record.

With the new integration, all events will be recorded in Flowlu, which will help to automate lead management, save your sales reps' time and ensure that your team always has up-to-date and accurate information on planned activities!

Find the detailed guidelines in our knowledge base.

Integrate Flowlu with Tilda and automatically collect website visitors from lead capture forms into your CRM. Once they fill out a form, Tilda pushes this information to Flowlu. All the details you choose to gather will automatically be imported into your Flowlu account as opportunities, contacts and organizations. Manage your lead data more seamlessly and efficiently!

Check out our Knowledge Base to learn how to set up this integration.