A Screen Flow that turns a conversation into pipeline. For each person, it first checks Salesforce with Find Existing Records. Known Contacts and Accounts are used, new people are created on the right Account, and the Opportunity gets its Contact Roles. No duplicates, no retyping.
Step 1
The people of the email, a person you type, or the Account you start from.
Step 2
The screen says what Salesforce already knows. Change the details, pick the Account and the role on the Opportunity.
Step 3
When the company already has one, you see it before you create a duplicate.
Step 4
Name, Stage, Close Date (today + 30 days) and Amount. The flow creates the Opportunity and the Contact Roles.
The person screen starts with one of three messages.
The Contact is pre-filled. You see the method that found it, for example Email.
The Account is pre-selected, for example found by its Website. The person is created there.
Create the Contact and the Account on the same screen, with the email domain as Website.
Stonebridge Supply sells building materials. John Smith, their account manager, gets these emails.
Example case 1
Tom Becker of Northfield Builders asks for a quote. Nobody at Northfield is in Salesforce.
Result: John creates Northfield Builders and Tom Becker on one screen, then "Northfield: Riverside Apartments", Qualification, 85,000, with Tom as Decision Maker.
New Contact · new Account · 1 Contact Role
Example case 2
Mike Donovan introduces Ben Ortiz for phase 2.
Result: Ben is not in Salesforce, Harborline Construction is. Ben is created at Harborline, with no duplicate Account.
Account found by Website
Example case 3
Rachel Adams of Keystone Renovations writes about a new batch.
Result: Rachel is pre-filled, and the open Opportunity of Keystone shows before John creates a second one.
Contact found by Email · open Opportunity shown
Two short videos: what your users see in Outlook, and how you set it up.
Video coming soon
See it run (about 1 min)
John turns a quote request from a new prospect into an Opportunity, from Outlook.
Video coming soon
How it works (about 3 min)
Signature parsing, the Outlook category, who sees the flow, and the same flow in plain Salesforce.
In Salesforce you start it from the utility bar, a global action or an Account. With FlowRunner, the people you tick on the email arrive in the Flow, the subject becomes the Opportunity name, and with email parsing on, the title and phone come from the signature.
See how FlowRunner worksFill in the form. We email you the install link for the unmanaged package and the guide. Installs in any Salesforce org on Winter '27 or later.
Find Existing Records, Log Email with Attachment and Approval Request.
All Flow templates