FlowRunner is a Salesforce productivity tool that brings Salesforce Screen Flows directly into Outlook and Gmail. It automatically surfaces relevant Salesforce records when emails are opened and launches existing Screen Flows with pre-filled email context, enabling teams to complete CRM processes without leaving their inbox.
Key Features
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Inbox-Based Screen Flows: Run Salesforce Screen Flows directly inside Outlook and Gmail with email details pre-filled.
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Automatic Record Lookup: Display matching Salesforce records based on customizable rules whenever an email is opened.
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User Access Controls: Configure which users or teams can access specific Screen Flows.
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Works with Existing Flows: Use current Salesforce Screen Flows without rebuilding or migrating automations.
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Salesforce Compatibility: Supports standard and custom objects while preserving existing business logic and validation rules.
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Email Context Automation: Pass sender, subject, and email content directly into Salesforce workflows.
Use Cases
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CRM Data Entry: Update Salesforce records directly from email conversations.
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Sales Workflows: Complete lead, opportunity, and account processes without switching applications.
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Customer Support: Launch service workflows while responding to customer emails.
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Team Process Automation: Standardize CRM workflows across sales and support teams.
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Salesforce Productivity: Reduce context switching and streamline email-driven business processes.
