Up to now, all invoices, estimates, invitations, etc. were sent from Flowlu internal address by default. Not anymore! From now on, you can customize this email address and send such emails using your own email domain.

What messages can now be sent from your own email domain?

• emails for sending invoices and estimates
• thank-you-for-payment email
• user invitation to the account
• email notifications (duplicates to email)

If you want to send an email using your own email domain, you need to verify your domain. This will show the email clients that we send messages with your permission. Read more on how to validate your domain.

Please note that this functionality is available only to Business, Professional and Enterprise account users.

This is finally happening...You can now hide individual CRM contacts and organizations from other teammates/sales reps/etc. and ensure the privacy of your client database. We’ve just added an option to allow users with the Employee access level to see only those contacts and organizations they’re assigned to (owners).

CRM module administrators are still able to see and edit all the CRM records. The account admins can configure this option to make contacts and organizations private by going to the System Settings → CRM → Main Settings.

One more thing: you can now disable your users from seeing emails connected to projects, tasks, opportunities and CRM accounts. From now on, no need to worry that your colleagues will read something they are not supposed to. On the contrary, if this option is selected, the users will be able to view the emails linked to specific objects even if they cannot access the email account connected.

Now there's one more way to seamlessly integrate Flowlu with hundreds of apps including products like WooCommerce, Shopify and Mailchimp. With SyncSpider, you can create numerous custom workflows for your specific business and automate your daily operations.

What’s interesting is that SyncSpider is focused on eCommerce and marketing tool integrations which is a must-have if you want to guarantee a smooth buying experience for your customers.

In case you missed it, Flowlu has recently been integrated with Pabbly. With Pabbly Connect, you can build automated workflows and pass the data between Flowlu and other 500+ apps on autopilot.

You need to configure a webhook in Flowlu which serves as a trigger and initiates your future Pabbly Workflow. Then, select the actions that will be performed in other apps. Pabbly also lets you automatically create a project, contact, opportunity, custom field and task; get contact details and add an email to a contact in Flowlu.

To learn more about this integration, feel free to contact the Pabbly team. We also appreciate if you share with us your use cases and complex workflows of integrating Flowlu with Pabbly 😊

We’re happy to announce that you can now connect Flowlu with hundreds of other apps by using Integrately. It is super easy and no coding skills required. Currently, there are 4 triggers available for Flowlu: task, CRM account, project or opportunity creation. You can select an integration from the list of ready automations or build your own.

The popular automations include:

• When Card is created in Trello, create Task in Flowlu
• When Contact is created in Mailchimp, create Opportunity in Flowlu
• When Task is created in Flowlu, send Message in Slack
• When Lead is created in Facebook Lead Ads, create Opportunity in Flowlu
• When Opportunity is created in Flowlu, create Order in Shopify
• When Row is created in Google Sheets, create Task in Flowlu
• When Opportunity is created in Flowlu, create Order in WooCommerce
• When Contact is created in Google Contacts, create Opportunity in Flowlu

… and so much more!

Besides, Integrately allows you to create multi-step workflows and connect up to 6 tools.

The best part is that they have a free trial, so you can test it out even today and integrate up to 733 tools 🤯 with Flowlu. Cheers!