New in Flowla: Forms, Deeper CRM Integration, Flow Engagement Reports, and More

By
Elen Udovichenko
May 9, 2024
0 min read
Share this post
product updates may visual

Table of contents

Is there a better way to kick off the new quarter than getting together with the team in beautiful Antalya

The team retreat was a great opportunity to enjoy some well-deserved rest and recharge, but also to align our vision and plans for the next few months! And we’re excited to bring all those plans to life, starting with this product update. 

This time, we’re rolling out forms, deeper CRM integration, and flow engagement reports as well as some smaller improvements to make your experience with Flowla even more enjoyable and impactful.

So let’s take a closer look at each of the new features.

Collect data with forms 📑

Say goodbye to the data scattered across your CRM and email threads. Now, you can seamlessly collect essential data and documents right within your flows, boosting productivity and saving time.

Here's how Flowla forms add value to your business:

  • Gain valuable insights by effortlessly gathering feedback, conducting surveys, and capturing client requirements—all within one integrated platform.
  • Simplify contract creation by collecting signatures and essential details directly through customized contract forms, ensuring accuracy and compliance.
  • From resumes to important files, easily collect and organize documents with support for file uploads and advanced form fields, streamlining your processes.

❗Existing users will find a smooth transition, as input fields and upload boxes are now seamlessly merged with forms, accessible directly from your library.

Upgrade your data collection game with Flowla Forms today and unlock unparalleled efficiency.

Know how buyer activity ties to your revenue 🔄

Unlock the power of revenue tracking with more powerful CRM integrations. Now, you can effortlessly map all flows to deals or opportunities in your CRM, expanding visibility beyond just CRM-created flows.

Here's how it works:

  1. When creating a new flow, easily link it with a deal in your CRM and set the associated dollar amount right from the creation screen — no extra steps required.
  2. Gain a comprehensive view of how buyer activity correlates with revenue by connecting flows directly to deals or opportunities, empowering informed decision-making.
  3. Already have existing flows? No problem. Easily add deal details and dollar amounts to any flow from the options panel, ensuring all your data is up-to-date and actionable.

With Flowla's intuitive interface and seamless integration with your CRM, tracking revenue has never been easier. 

If you'd prefer an in-person walkthrough, schedule a workshop with our CSM, Delia.

New report: Flow engagements 🔍

Get ready to dive deeper into your team's performance with Flowla's newest report type — Flow engagements. This comprehensive report provides an overarching view of your team's flows and their performance metrics.

Here's what you can see at a glance:

  1. Quickly identify your most frequently visited and stickiest flows at a glance, helping you understand which content resonates most with your audience.
  2. Stay ahead of the curve by monitoring trending flow links, allowing you to capitalize on emerging interests and topics.
  3. Track changes in flow engagement over time, enabling you to adapt and optimize your strategies for maximum impact.

With the Flow Engagements Report, you'll gain valuable insights that drive informed decisions and propel your team towards success. 

More Flowla updates and improvements

Those were the top three new features introduced with the latest product release. Now, let’s take a look at some of the smaller, but equally important updates.

View mutual action plans as a kanban board ✨

Transform the way you manage action items with Kanban view for Mutual Action Plans! Effortlessly visualize your action items in a board layout based on their status, providing clarity and transparency to your team's progress.

  • Switch to the "Kanban" view type on the summary page to instantly transform your action items into a dynamic kanban board, making it easy to track progress at a glance.
  • Group action items based on their status, allowing you to prioritize tasks and identify bottlenecks with ease.

With the kanban view, managing your mutual action plans is even more intuitive and easy.

Easier target company selection 👆

We've listened to your feedback and relocated the target company selection menu to the logo area on the summary page, putting it right at your fingertips. Simply click on the target company logo to open the dropdown menu instantly.

With this seamless enhancement, selecting your target company is now quicker and more intuitive than ever before. 

Sort flows by last activity 👀

Another highly requested change allows you to easily sort your flows from the most to least recent activity, and vice versa.

Sort your flows from the most recent activity to the least, keeping important updates front and center for quick access. Easily toggle between sorting options to suit your workflow, whether you need to focus on the latest developments or revisit older content.

***

As always, we'd love to hear your feedback & suggestions. So make sure to give all of the listed updates a try and let us know what you think!

In case you need any help exploring the new features, contact Delia, our Customer Success Manager, for a personal walkthrough.

Stay tuned for more updates!

Handpicked revenue content delivered each month.

Subscribe to In the Flow & keep up with the latest from the revenue world, curated just for you.

Want to discover Flowla?

Your first 5 flows are free. No credit cards, no commitments.