NEW: Introducing Salesforce Automations
Manual work – like updating opportunity stages, entering data and sending personalized follow-ups – isn't just time consuming; it often leads to costly, human errors.
That's why we're excited to announce our new Salesforce Automations, available now in Qwilr.
You can now automatically trigger CRM updates, and fill standard and custom fields in your Opportunities with information based on what's happening in Qwilr pages.
Changes, like whether a page is Accepted or Declined, will not only be automatically reflected in your Opportunities, but can be used as the trigger for your complex workflows using Flows.
Here's a little look at what's possible:
1\. Trigger personalized email flows
Sync your pipeline statuses to the statuses of your Qwilr page, and use this to establish a Flow that automatically sends timely emails – like reminders before a page expires or onboarding messages after acceptance.
2\. Sync Opportunity line items
Ensure Salesforce reflects the final deal size and selections – without the need for guesswork or manual edits.
3\. Create tasks based on page activity
Connecting Qwilr's Automations and Salesforce Flows to set tasks for your reps, like reminders to follow-up before a proposal is no longer valid – based on expiry dates or other triggers.
And that is just the tip of the iceberg!
There are far too many possible automations for us to list them all – and we can't wait to see all the creative ways that you leverage these automations for their benefit.
Automations will remain free for your plan for the rest of 2025, however may be subject to limits after this point.