Manage your deal rooms from inside Salesforce
Automatically create, update and manage deal rooms via workflows, while your CRM is always kept up to date with 2-way sync.
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Loved by teams that automate more and chase less
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Deal rooms are automatically built from Salesforce triggers
- New opportunity created?
- Pipeline stage or opportunity status changed?
- Closed won opportunity?
Any Salesforce event you choose can trigger the creation of a dedicated room mapped to that opportunity.
Rooms are auto-personalized in seconds with Salesforce data
Flowla's workflows automatically update elements in rooms like:
- Company name & logo
- Brand colors
- Deal room & mutual action plan contents
- Project deadlines, and more.
Provide a white glove experience to your client, hands free.
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Update your CRM with zero manual work
No more messy Salesforce records, or time-consuming admin work for your team.
Flowla AutoPilot:
- Creates contacts on Salesforce when a new stakeholder is in the room
- Updates pipeline stages based on room progress
- Edits Salesforce objects according to Flowla Form responses, and more.
No switching between tabs: everything is synced to Salesforce
Your entire team can easily track everything that's going on with each deal at all times.
Every stakeholder, conversation, overdue task, progress and more - both in Flowla & Salesforce.
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Automate your pipeline from first call to onboarding with Flowla.
Flowla AutoPilot unites all your core sales & CS tools in one connected, AI-powered system, then lets you build workflows to ensure a consistent execution.
Discover AutoPilot →
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Ready to build a smarter sales & CS process?
Your first 5 rooms are free. No credit cards, no commitments.
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Book some time with us
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