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Description
Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. Now, it has become incredibly convenient to access all necessary details about a contact or organization, empowering you to make informed decisions and take appropriate actions. When you select or input an email, the timeline automatically populates, displaying all interactions related to that contact directly within your inbox. Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. You can effortlessly toggle to the company view to monitor all activities associated with the organization. Additionally, the contact view will display a timeline for the email address you’ve selected or entered, and from there, you have the option to switch to the company view, which will then showcase the timeline for any contacts sharing the same domain as the chosen email address, enhancing your insights even further. With this functionality, managing and tracking activities has never been more seamless.
Description
FlowRunner enables the execution of your Salesforce Screen Flows directly within Outlook and Gmail. As soon as users access an email, the appropriate records automatically appear based on the rules you set up. The flows are initiated with email context already filled in, eliminating the need for copy-pasting or switching between tabs. This way, your team can adhere to established processes without ever leaving their inboxes.
Key Features
- Screen Flows in the inbox: Execute any Screen Flow straight from Outlook or Gmail, with pre-filled inputs including sender, subject, and email content.
- Smart record lookup: The necessary Salesforce records become visible the instant an email is opened, aligned with customizable rules for each team or user.
- Admin control: Determine which users have access to specific Flows.
- No new automation tool: FlowRunner operates using the Flows you have already created. If you know how to build a Screen Flow, you are already equipped to use FlowRunner effectively.
- Works with your existing setup: Your standard and custom objects, validation rules, and business logic remain intact and unchanged. Additionally, this seamless integration allows for a smoother workflow experience across your organization.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Gmail
Yes
Microsoft Outlook
Yes
Salesforce
Yes
Expensify
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Mailchimp
Yes
Microsoft 365
Yes
PayPal
Yes
QuickBooks Online
Yes
Integrations
Gmail
Yes
Microsoft Outlook
Yes
Salesforce
Yes
Expensify
No
HubSpot CRM
No
HubSpot Customer Platform
No
Mailchimp
No
Microsoft 365
No
PayPal
No
QuickBooks Online
No
Pricing Details
$10 per user per month
Free Trial
No
Free Version
No
Pricing Details
14 day free trial, $20/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
AppsForOps
Founded
2015
Country
Australia
Website
www.AppsForOps.com
Vendor Details
Company Name
FlowRunner
Founded
2025
Country
Netherlands
Website
flow-runner.com
Product Features
Customer Success
Account Alerts
Yes
Account Management
Yes
Communication Management
Yes
Customer Engagement
Yes
Customer Lifecycle Management
Yes
Health Score
Yes
Onboarding
No
Revenue Management
Yes
Usage Tracking / Analytics
Yes
Win / Loss Analysis
No
Timeline
Bulk Editing
No
Collaboration Tools
No
Connections / Dependencies
No
Customize Look and Layout
No
Drag and Drop
No
For Business Processes
No
For Creative Writing
No
For Education
No
For Historical Data
No
For Legal Practitioners
No
For Project Management
No
For Sales
No
Layers
No
Milestones
No
Percent Complete Tracking
No
Privacy Controls
No