OppFlow documentation
OppFlow docs
How to set up OppFlow, connect it to the tools you already run, and get your team working out of one queue instead of six tabs.
This site is new and filling in. Sections marked soon are not written yet — until they are, the same material is in the product under Help, or ask Marvin.
Start here
Your first hour: get mail flowing, connect a CRM, and understand what Today is showing you.
Recorded call summaries land on the right deal, and feed every deal analysis.
Browse
One page per concept — inbox, opportunities, tasks, forecast, renewals, plays.
Salesforce, HubSpot, Google Workspace, Microsoft 365, Gong, and your own usage data.
Roles and permissions, territories, seats and billing, and the security model.
The REST API and the command-line tools, with request and response shapes.
Elsewhere
- In-app help — the same guides, inside the product, next to the screen they describe.
- oppflow.ai — what OppFlow is and what it costs.
- Support in the app's left nav — opens a ticket with your org and integration state already attached.