Best practices for integrating Flowvella with your CRM system for seamless workflow

If you’re trying to get your sales or marketing team to actually use both Flowvella and your CRM—and not just talk about “alignment” in meetings—you’re in the right place. Integrating these two tools can smooth out a lot of headaches, but only if you do it right. This guide is for anyone who wants real, working connections between Flowvella and their CRM, not just a checkbox on a project plan.

Let’s break down what actually works, what’s just hype, and what you can skip.

Why bother integrating Flowvella with your CRM?

Let’s be blunt: double entry is a productivity killer. If you’re creating slick presentations in Flowvella, but your CRM doesn’t know about them, you’re wasting time. The right integration should:

  • Save you from tedious copy-paste jobs
  • Let your team see which presentations actually moved the needle
  • Cut down on “Did you send that deck?” Slack messages

But beware—some integrations are more trouble than they’re worth. So, let’s focus on what actually matters.

Step 1: Know Your Use Case (Don’t Skip This)

Before you even look at APIs or connectors, ask yourself (and your team): What do you want to actually achieve?

Some common scenarios:

  • Attach Flowvella presentations to CRM contacts or deals
  • Track presentation views or engagement right in the CRM
  • Trigger follow-up tasks after a prospect views a deck

Write this down. Seriously—it’ll keep you from getting lost in technical rabbit holes. If you just want to share links, you don’t need a full-blown integration.

Pro Tip: Sometimes, less is more. If your team only needs to add Flowvella links to CRM notes, skip the fancy stuff.

Step 2: Check What Integration Options Exist

Flowvella isn’t a giant like Salesforce or HubSpot, so don’t expect dozens of plug-and-play integrations.

Here’s what’s actually on the table:

  • Native Integrations: Flowvella doesn’t have built-in connectors for major CRMs as of mid-2024. Don’t waste time searching for buttons that aren’t there.
  • Zapier or Make (Integromat): Both offer “middleware” automation. But as of now, Flowvella isn’t a standard Zapier app. If your CRM is Zapier-friendly and Flowvella supports webhooks, you might be able to rig something up.
  • APIs and Webhooks: Check if Flowvella offers a public API or outbound webhooks. Most smaller SaaS tools don’t, but it’s worth confirming.
  • Manual Workarounds: Sometimes, the best “integration” is a clear process: copy a Flowvella link, paste it into your CRM. Not sexy, but it works.

Bottom line: Don’t get your hopes up for one-click integrations. Be ready for some manual steps or creative workarounds.

Step 3: Plan Your Data Flow

Figure out exactly what information needs to move and in which direction. Example questions to nail down:

  • Do you want to push presentation links into the CRM, or pull CRM data into Flowvella?
  • Should every presentation be linked to a contact, a deal, or both?
  • Who’s in charge of updating records, and when?

Draw a quick diagram or write a checklist. It’ll highlight bottlenecks before you hit them.

Step 4: Set Up the Integration—or the Next Best Thing

Here’s what to actually do, depending on what’s possible for your stack:

A. Manual Link Sharing (Simple & Reliable)

  1. Create the presentation in Flowvella.
  2. Copy the shareable link.
  3. Paste it directly into your CRM record (contact, opportunity, etc.), ideally in a field everyone knows to check.
  4. Add a note or tag so it’s clear when and why it was sent.

This is low-tech but hard to break. It also keeps your team honest—if they can’t be bothered to paste a link, no integration will save you.

B. Automated Sharing via Email Templates

If you use your CRM to send emails, add Flowvella links to your templates. That way:

  • Every presentation is tracked in the CRM’s email history
  • You don’t need to train the team on two tools

Downside: You’ll miss out on granular reporting (like who viewed which slide).

C. Use Automation Tools (If You’re Willing to Tinker)

If you’re determined to automate, here’s a possible route:

  1. Check if Flowvella supports webhooks or API calls.
  2. If yes, you may be able to trigger events (like “presentation created”) that alert your CRM.
  3. Use Zapier or Make to catch those webhooks.
  4. Set up a “Zap” or scenario that listens for new presentations or sharing events.
  5. Push the info into your CRM.
  6. This might mean creating a note on a contact, adding a custom field, or logging an activity.
  7. Test with real data.
  8. Don’t trust a demo—try it with a real presentation and see if the data lands where you want.

Reality check: This takes time to set up and breaks if Flowvella changes their API. If you don’t have a developer or tech-savvy admin, this may not be worth it.

D. Custom Integrations

If you have budget and developers, you can build a direct integration. But for most teams, this is overkill unless you’re sending hundreds of presentations a week.

Step 5: Make It Part of Your Team’s Routine

Even the fanciest integration is useless if no one uses it.

  • Train your team: Show exactly how to add Flowvella links to CRM records, and why it matters.
  • Document the process: A one-page cheat sheet beats a 30-minute video.
  • Spot-check usage: Every few weeks, check if the links are getting added.
  • Get feedback: If no one’s using it, ask why. Maybe the process is too clunky, or people don’t see the value.

Step 6: Measure What Matters (And Ignore Vanity Metrics)

You don’t need charts for everything. Focus on:

  • Are more deals closing after using Flowvella decks?
  • Are follow-ups happening faster?
  • Is sales or support spending less time searching for “that presentation”?

If you’re not seeing results, simplify. Sometimes the process is slowing you down more than it helps.

Common Pitfalls (And How to Dodge Them)

  • Chasing “full automation” when you don’t need it. Manual steps are fine if they’re quick and reliable.
  • Letting the integration dictate your workflow. Tools should fit your team, not the other way around.
  • Ignoring security and privacy. Never paste sensitive customer info into Flowvella decks if you can’t control access.
  • Overcomplicating fields and tags. Keep your CRM clean; don’t add six new fields for every presentation.

What’s Not Worth Your Time

  • Waiting for a perfect, one-click integration. It’s probably not coming soon.
  • Trying to link every single presentation. Focus on the important ones—demos, proposals, or anything that changes the deal.
  • Building custom reports before you know what you need. Start simple, then iterate.

Keep It Simple, Iterate as You Go

Integrating Flowvella with your CRM isn’t magic—it’s just another way to keep your team on the same page (literally and figuratively). Start with the basic process, get feedback, and only automate if it saves real time. The best integration is the one your team actually uses—so keep it simple, adjust as needed, and don’t be afraid to ditch what’s not working.

If you hit a wall, remember: a shared Google Doc with links is better than a broken “integration” no one trusts. Focus on making your workflow smoother, not just more complicated.