📘 TL;DR
Connecting Salesforce to Flowla lets you automatically pull in your deals, contacts, and company data, so you can personalize rooms at scale and trigger powerful workflows based on CRM activity.
Once it’s set up, the connection is active for your entire team on Flowla.
Why Integrate Salesforce with Flowla?
Connecting Salesforce to Flowla gives you a powerful two-way sync between your CRM and your customer-facing rooms.
At its core, the integration allows you to:
Pull in CRM data to personalize rooms automatically
Push Flowla engagement (views, form submissions, completions) back into Salesforce
Keep everything aligned across tools and teams, without manual work
When paired with automated workflows, it becomes even more powerful:
You can trigger actions based on CRM events, auto-update Salesforce when buyers take key actions, and build an always-on sales system.
(All your deal room activity synced to Salesforce)
What You Can Do With the Integration
By combining the two-way sync with automated workflows, you can:
✅ Personalize rooms automatically using Salesforce fields like company name, logo, contact info
✅ Trigger workflows from CRM events, like opportunity stage changes or creation
✅ Push engagement data (e.g. form submitted, section unlocked) back to Salesforce
✅ Update CRM fields or create tasks based on room activity using workflows
✅ Keep Salesforce as your source of truth, without needing manual copy-paste
✅ Power your entire revenue process, from deal creation to onboarding, with integrated data and actions
Note: The core CRM integration ensures real-time data sync. To automate tasks or connect more deeply with room activity, use Flowla’s workflow builder on top.
How to set it up
1. Add Flowla as a trusted URL
Go to:
Setup > CSP Trusted SitesAdd:
https://app.flowla.comCheck all required CSP Directives (as shown in the screenshot)
2. Connect your Salesforce account
In Flowla:
Go to Integrations
Click Connect under Salesforce
Complete the authentication flow
3. Install the Flowla Salesforce Package
Use this link to install the package for All Users:
👉 Install Flowla for Salesforce
4. Add Flowla to Your Opportunity Page
Go to Sales Console App
Open any opportunity
Click the ⚙️ icon → Edit Page
Drag and drop the Flowla Aura Component onto the layout
Click Save
Activate the page as App Default
5. Assign the Flowla API Permission Set
Go to Setup > Permission Sets
Open Flowla API
Click Manage Assignments
Add the right users (e.g. Sales or CS team)
6. Set up External Credentials
Search for Named Credentials
Go to the External Credentials tab
Find
Flowla API
Edit
FlowlaAPIPrincipal
Add your API key under Authentication Parameters
📝 You can find your Flowla API key by going to:
Integrations > Salesforce > Settings & more
