Overview
nFlow is a powerful feature within the nBold app that enables seamless integration of nBold’s template and team creation automation capabilities with third-party applications like Salesforce and Hubspot. This enhances collaboration and workflow efficiency across your organization.
Key Features of nFlow
Integration with Third-Party Apps
Connect nBold with popular third-party applications such as Salesforce and Hubspot.
Streamline work and automate workflows between nBold and these apps.
Automated Team Creation
Automatically create teams based on triggers and events from third-party applications.
Ensure teams are set up with the appropriate templates and configurations.
Customizable Templates
Tailor team templates to meet specific needs.
Define integration settings to sync relevant information from third-party apps.
Efficient Workflow Management
Manage integrations from a single interface within the nBold app.
Configure automation rules to enhance productivity and reduce manual effort.
Setting Up nFlow Integrations
Access nFlow inside nBold :Navigate to the nFlow section within the nBold app
Select your flow: Choose the scenario you want to address.
Authentication: Authenticate your accounts to establish a connection between nBold and the third-party app.
Configure the Automation
Define the settings for your team templates.
Set up automation rules based on triggers from the third-party app.
Save and Test
Save your configuration and test the integration to ensure everything works as expected.
Available Flows in nFlow
Salesfiorce:
Salesforce Deal Conversation: Store information about every Salesforce Opportunity change in one place and keep everyone on track.
Salesforce Deal Room: Automate the creation of teams for new Salesforce Opportunity created with Amount and Stage Filter.
Salesforce Account Sync: Automate the creation of teams for new Salesforce Account created with custom filters.
Salesforce Account and Opportunity Team Sync: Automatically add related team members in Microsoft Teams based on their role in Salesforce.
Hubspot:
Hubspot Deal Desk: Automate the creation of channels for new deals created or updated.
Hubspot Deal Room: Automate the creation of teams for new deals created with Amount and Stage Filter.
Missing a scenario? Reach out to [email protected] and we'll be working on that.
Benefits of Using nFlow
Improved Collaboration: Facilitate better teamwork by integrating external apps with nBold’s automation capabilities.
Increased Efficiency: Reduce manual tasks with automated team creation and data synchronization.
Customizable Solutions: Create tailored templates that meet your organization’s specific needs.
nFlow significantly enhances the functionality of the nBold app by integrating with third-party applications like Salesforce and Hubspot. This capability streamlines workflows, improves data synchronization, and boosts overall productivity within your organization.
For further assistance, please contact [email protected].