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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
API Access
Has API
Screenshots View All
No images available
Integrations
Gmail
Microsoft Outlook
Salesforce
Expensify
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
PayPal
QuickBooks Online
Integrations
Gmail
Microsoft Outlook
Salesforce
Expensify
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
PayPal
QuickBooks Online
Pricing Details
$10 per user per month
Free Trial
Free Version
Pricing Details
14 day free trial, $20/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Timeline
Bulk Editing
Collaboration Tools
Connections / Dependencies
Customize Look and Layout
Drag and Drop
For Business Processes
For Creative Writing
For Education
For Historical Data
For Legal Practitioners
For Project Management
For Sales
Layers
Milestones
Percent Complete Tracking
Privacy Controls
Product Features
Alternatives
Alternatives
No Alternatives