📘 TL;DR
Flowla pulls data like contact name, company logo, and opportunity owner directly from Salesforce. You can use these as variables inside your rooms to personalize content at scale. When rooms are auto-created via workflows, Flowla uses CRM data to populate every detail: from the buyer's name to the seller's calendar link.
Why It Matters
You don’t need to retype “Acme Company” or “John Doe” every time. With your CRM connected, Flowla automatically fills in:
The buyer’s name and company
The company’s logo
The seller’s name, title, calendar link, and more
This means:
✅ Less time rewriting the same details
✅ Fewer errors or outdated info
✅ Personalized rooms at scale, ready to be sent instantly
What Gets Synced Into Flowla
Once your Salesforce is connected, Flowla syncs the following data into variables you can use in any text block:
From the Opportunity
{{target_company_name}}{{target_company_logo}}{{primary_contact_name}}
Primary contact is pulled automatically if you’re integrated with your CRM. If not, it’s assigned when you first share the room, or you can set it manually.
From the Opportunity Owner (Room Creator)
If the room is created via an automated workflow from Salesforce, the opportunity owner becomes the room creator. Flowla then auto-fills:
{{room_creator_full_name}}{{room_creator_title}}{{room_creator_email}}{{room_creator_meeting_link}}{{room_creator_phone_number}}{{room_creator_avatar}}
This ensures each room includes the right internal contact, without needing to touch the template or add the information manually.
Example
Instead of writing:
Hi John, here’s your plan for Acme. Let me know if you have questions.
Use:
Hi {{primary_contact_first_name}}, here’s your plan for {{target_company_name}}. Let me know if you have questions.
Bonus: CRM Activity Sync
Every room action (like views, comments, or completed action) is logged directly in Salesforce, under the related opportunity.
✅ No need to manually track deal engagement
✅ Everyone sees the full picture in one place
