What's new?

Here's an overview of new features and recent updates to HelloFlow platform. šŸš€

New Services
October Update
October 15th, 2021
New CRM Integrations

We know that during client onboarding data can easily spread all over the place - across different databases and documents. That's why we integrated new CRMs to make keeping data in one place easier. With HubSpot and Salesforce integrations, you can easily export the data and store it in one place.

A graph with HubSpot and Salesforce logos
HubSpot

Use HubSpot to manage contacts, keep track of every interaction with your client, and decide how to manage and improve client's relationship with your business. Using HubSpot integration, you can export all data (including documents, AML checks, and more) from HelloFlow to your HubSpot account and make it accessible to all stakeholders.

Salesforce

Use Salesforce to organize contacts and keep track of every interaction with your client. All data collected throughout your client's onboarding journey will be updated in Salesforce (in real-time) from where every stakeholder can easily access it to manage or improve the client's relationship with your company. Here, you can also view all documents uploaded or signed by clients, data pulled by different services, and more.

New Services
Features Updates
September Update
September 30th, 2021
Contract handling done the right way

New features keep on rolling out! There are 2 new services coming to the platform - Contract Reader and PDF Mapper. We wanted to make contract handling as smooth as possible both for you and your clients. With these new services, you can easily digitize your existing contract, enable auto-generation of documents, or signing of terms and conditions.

A graph with pdf mapper and contract reader logos
PDF Mapper

Say goodbye to manually type clients' data into documents! PDF Mapper was created to remove all the unnecessary processes related to contract handling. All you need to do is mapping the input fields from your onboarding flow with the input fields in your contract and PDF Mapper will automatically generate a document using clients' data. It not only saves you time but, most importantly, instantly provides your clients with ready-to-sign documents.

Contract Reader

Add Contract Reader into your flows to enable uploading and reading documents. In fact, you can either upload a PDF file or paste the text you want your clients to read and our platform will do its magic automatically creating a document. You can request the 'scroll through' action to ensure that your clients have legally gone through the documents before signing them.

Other improvements:
  • Twilio translation - a new feature that allows translation of Twilio interface into other languages.
  • Remove end clients from Client Portal - this update allows you to remove client data from the portal ensuring GDPR compliance.
New Services
Features Updates
August Update
August 16th, 2021
Document signing made easy

Excited to announce new features of the platform! Signing documents and agreements is a crucial part of client onboarding. Having to print, sign and scan documents is inefficient, and that's the issue solved by our newly integrated services - NemID Signatur and Flow Connector.

A graph with NemID Signature and Flow Connector logos
NemID Signatur

NemID is a Danish public identification service that allows you to verify if your clients are who they say they are. The NemID Signatur is an electronic signature service used to legally sign digital documents. It's based on Public Key Infrastructure which enables authentication and confidentiality in digital communication between two parties.

Flow Connector

If you need a contract to be signed by more than one person, then the Flow Connector service is the right tool. With Flow Connector, you can easily collect all the necessary signatures or perform due diligence on every stakeholder during corporate onboarding. Choose one of two ways to contact the individuals, SMS or email. Then, let the flow pick up emails or phone numbers of all Ā individuals and automatically send them dedicated flows.

Other improvements:
  • Client Portal filter - a new filter allows filtering signups by flow start date or flow completion date.
An overview of client portal