Effectively managing your leads means the platform you use needs to integrate properly with the rest of your business. This helps to ensure the right data can be accessed by the right people around your business and a more efficient and effective level of service.

From CRM Integrations available with our software through to workflow compatible actions, Flow XO for Workflow is guaranteed to streamline your lead management process.

Flow XO for Workflow allows you to:

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Choose from over 100 integrations

Flow XO for Workflow can pass your sales lead data around your business quickly and seamlessly. For more detailed integrations you can take advantage of our powerful webhooks and API to help tailor the platform to your needs.

Transfer converted leads with CRM Integrations

Flow XO for Workflow can transfer completed leads from FLG Core straight into your CRM of choice, together with adding basic notes and contact history - all in real-time and triggered on the lead being closed. Flow XO for Workflow enables CRM Integrations with a range of systems including Act, Base, Batchbook, Capsule, Close.io, Nutshell, Salesforce and Zoho CRM.

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Manage the digital signing of documents using Adobe Document Cloud

If your business requires and relies on the signing of legal documents, then integrate your workflows seamlessly with Adobe Document Cloud. This allows you to send digital versions of documents to your customers and have them electronically sign them. This can save time and postage costs and allow your business operations to continue to run efficiently.

Extend your direct marketing with email integration

FLG Core comes with a powerful HTML editor, but if you want to extend your direct marketing with targeted lists, A/B testing and social integration, then simply integrate your lead contact information directly with one of many specialist direct email marketing applications such as Benchmark, Campaign Monitor, Constant Contact or MailChimp.

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Use workflow integration software to bring the rest of your team into the conversation

If you have teams of people working together on your leads - or post lead in a project capacity - then workflow integration software is vital to ensuring the information retrieved at a lead-processing stage with your favourite team management application can help everyone involved stay well informed and up to date, ensuring a consistent level of service. Flow XO for Workflow can integrate with a variety of team management applications including Toodledo, Trello, Slack and Wunderlist.

Generate invoices directly on the closing of a lead

As that final piece of automation, Flow XO for Workflow can automatically generate an invoice within your favourite accounting package such as Freshbooks or Quickbooks. This removes human time and error from the equation and helps to make sure your invoicing runs as efficiently as possible.

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Products Used

The FLG family of products is a complete, hosted framework designed to work seamlessly together. We enable your business to receive, manage, process and convert leads in a completely secure environment.

FLG Core

Our main lead processing software, capturing every single enquiry from the point of receipt and managing it through to conversion.

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Flow XO for Workflow

Gain a better level of control over your FLG leads and customer data by integrating your 3rd-party systems with powerful workflows.

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