Every lead, deal and renewal handled on time
Flow routes leads in minutes, keeps the CRM clean and prepares every renewal months ahead, so your reps spend their day selling.
- median time from form fill to assigned rep
- 3 min
- of CRM records complete, up from 61%
- 92%
- of notice before every renewal
- 90 days
Workflows revenue teams run on Flow
Start from a template or describe your own. Each one is a few minutes to set up and runs from then on.
Lead routing
Enrich new leads, check fit and assign them by territory and workload.
Uses HubSpot, Slack.
Meeting booking
Offer qualified prospects three times from their rep's calendar, straight away.
Uses HubSpot, Google Calendar.
Deal desk approvals
Send discounts above your limit to the right approver with the deal context attached.
Uses Salesforce, Slack.
Closed-won handoff
Create the customer in billing, open onboarding and introduce the CSM.
Uses HubSpot, Stripe, Linear.
CRM hygiene
Find duplicates, fill missing fields and flag deals with no activity in 14 days.
Uses Salesforce, Snowflake.
Renewal prep
Build an account brief 90 days out, with usage trends and open tickets.
Uses Salesforce, Zendesk, Notion.
Lead routing that finishes the job
Most routing stops at assigning an owner. Flow books the meeting and briefs the rep too.
- 1EnrichCompany size, industry and region are added the moment a lead arrives.
- 2QualifyAn agent checks fit against your ideal customer profile and explains its call.
- 3Route and bookThe lead goes to the right rep, and the prospect gets three times to choose from.
“Every inbound lead used to wait for someone to notice it. Now Flow enriches it, picks the right rep and books the call while the prospect is still on our site.”
Connects to the tools you use
All integrations- HubSpot
- Salesforce
- Slack
- Google Calendar
- Stripe
- Snowflake
- Notion
- Docusign
Revenue operations questions
Does Flow replace our CRM's built-in automation?
No, it works alongside it. Keep simple field updates in your CRM and use Flow for anything that crosses tools or needs judgement, like qualification or handoffs.
Can routing respect our existing territory rules?
Yes. Flow reads territories from a CRM property, a Google Sheet or a table in Flow, and can balance by open leads within each territory.
How does Flow handle duplicate leads?
Every routing workflow checks for an existing contact and account first. Matches go to the current owner instead of creating a new record.
Get every lead to a rep in minutes
Start with the lead routing template, or book a demo and we'll build it around your territories.