Agent Toolbox for Flowlu CRM

About

Streamline your workflow with Agent Toolbox for Flowlu CRM - the ultimate form automation extension for insurance agents and sales professionals.

★ KEY FEATURES ★
- One-click form filling from Flowlu contact records
- Automatic data extraction (Name, Email, Phone, AMS ID, Contact ID)
- Bookmark-based form management system
- Works with any web form or application
- Supports multiple Flowlu domains (*.flowlu.com and custom domains)

★ HOW IT WORKS ★
1. Create a "CRM Forms" bookmark folder
2. Add your form URLs with merge fields like ~Contact.FirstName~, ~Contact.Email~
3. Navigate to any Flowlu contact record
4. Click the extension icon and select your form
5. Form opens with all contact data automatically populated

★ SUPPORTED MERGE FIELDS ★
- ~Contact.FirstName~ - Contact's first name
- ~Contact.LastName~ - Contact's last name  
- ~Contact.Email~ - Email address
- ~Contact.Phone1~ - Phone number (formatted as 10-digit)
- ~Contact.AMSID~ - AMS ID from EZLynx Account field
- ~CRMID~ - Flowlu Contact ID

★ PERFECT FOR ★
- Insurance agents using EZLynx and Flowlu
- Sales teams with repetitive form filling
- Anyone wanting to eliminate manual data entry
- Professionals managing multiple web applications

★ PRIVACY & SECURITY ★
- Works entirely locally in your browser
- No data is sent to external servers
- Only extracts data when you're on Flowlu contact pages
- Requires explicit user action to populate forms

Save hours of manual data entry and reduce errors with automated form filling directly from your Flowlu CRM contacts.