How to Create Opportunities Automatically

Flowlu allows you to automate the process of generating the opportunities. Due to this, there will be no requests lost and all of them will be processed on time. Before proceeding to the settings, you should create one or more pipelines. 

There are 4 ways to create opportunities automatically:

1. You can automatically create opportunities from all emails from the selected senders or only from emails from unknown email addresses.

2. You can automatically create opportunities from calls in Flowlu. For that, you need to install IP telephony module. After connection, you can choose whether to create opportunities for all calls, only successful calls, or only failed calls.

3. You can install web forms on your website. The filled out web form will create an opportunity. For each pipeline, you need to set up an individual web form. To do this, you need to copy the HTML-code of the web form and paste it onto the website.

4. Technical specialists can set up a collection of opportunities from any other software using API.