Weflow

Weflow lets you bulk re-assign Accounts, Opportunities, Contacts, Leads, and Custom Objects in seconds.

Bulk-update the account owner

Weflow’s Chrome Extension lets you quickly create templated notes directly from Google Calendar events.

Create notes from your Google Calendar

Weflow lets you quickly add team members via the admin console or share the sign-up link with them.

Win together as a team

Weflow lets you implement sales methodology like MEDDIC for consistent deal qualification.

Successfully implement MEDDIC (or any other sales process) with Weflow

Weflow streamlines pipeline reviews with customizable views, quick task creation, and easy task management in the timeline.

Create and assign tasks during a pipeline review

Weflow auto-calculates deal health KPIs and lets you add them to pipeline views for easy prioritization.

Let Weflow calculate your deal KPIs and metrics

With Weflow’s Chrome Extension, you can open Salesforce records in Weflow or add tasks and notes directly from Salesforce.

Faster updates on detail pages in Salesforce

Weflow lets you create custom pipeline views, like filtering Opportunities with missing next steps, to stay focused on key actions.

See all Opportunities with no next steps

Weflow helps you track high-value opportunities with custom pipeline views, filters, and deal health signals

Keep track of high-value deals

Weflow’s admin console lets you easily add or update Salesforce fields, pushing changes to all users instantly.

Push new fields and sales methodologies to your Weflow users

Weflow simplifies onboarding by assigning profiles and templates so new hires follow your sales process from day one.

Improve ramp time for new hires

Weflow makes sharing pipeline views simple—just copy the share link create view templates to distribute automatically to all users.

Share pipeline views with your colleagues and team

Weflow lets you choose between auto-syncing notes to Salesforce in real time or manually syncing them once you’re ready.

Auto-sync your notes to Salesforce from Weflow

Learn how to set up the Salesforce Integration User for Weflow and assign the required permissions.

Integration User Configuration & Permissions

Best Practice & Common Use Cases for Weflow

Common Use Cases

Changelog

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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