Hyperise ♥ Flexie


Integrate Flexie with Hyperise to hyper-personalize your whole sales funnel.
Add personalized images to your Flexie outreach messages to boost engagement.


Link your Flexie campaigns to personalized landing pages, on your existing website.
All made possible with the Flexie and Hyperise integration.

Home  »  Integrations  »  CRM  »  Flexie

What is Flexie?

Close your eyes and imagine this: a CRM tool that’s intuitive to use, has all the bells and whistles, is fairly priced, and you’re supported 24/7 by a team of real people. OK, now open your eyes to see Flexie.

Flexie is a CRM platform, don't spend another minute wondering how to reach your audience. This marketing software will get you started with everything from landing pages and automation, so that you can create personalized campaigns fast! You'll also be able to use predesigned templates for a professional look-and feel in seconds - no design skills needed!


How does Flexie work with Hyperise?

Flexie uses the Image embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

  1. Copy the image code in Hyperise
  2. Add an image to your message in Flexie
  3. Paste the image code into the image URL field from Step 1

Flexie Integration Guide


What can you do with Flexie and the Hyperise Integration?

Flexie makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

  • There's no sweeter name than your own, add First Name personalization to your images with Flexie.
  • Make it formal, include the prospect's Last Name in your personalizations.
  • Using business Email passed from Flexie, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
  • Phone
  • Add the prospects Business Name to your personalizations, with data passed from Flexie.
  • City
  • Country


Flexie

Hyper-Personalize your whole Sales Funnel

Add personalization layers to your existing images and videos.

Include personalized images in your Flexie outreach messages.

Personalize your website’s text, images, videos and CTAs for each visitor without writing a single line of code.

Connect your Flexie campaigns, to your personalized landing pages.

Identify anonymous visitors and enrich with firmographic data.

Hyperise plays nicely with all your favourite CRM tools, including Flexie.

 

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Flexie Frequently Asked Questions


Question: What is Flexie?


Answer: Flexie CRM software is a product for any size business that offers Workflow Automation tools, enterprise-level support and custom tool customization. Flexie helps streamline your workflow with all the essential features needed to succeed in this competitive market.



Question: How do I add a new user?


Answer: A user is someone who may have a certain level of access to the CRM. You decide the access level each user will have to the CRM and within your company, employees might hold different roles like sales reps or support technicians. By creating a new account for every role you not only delegate tasks but also define how much they are able to see in Flexie’s system. So now we’ll get back into explaining how you can add these users below! Note that this process only works if an admin does it first so as long as there isn’t anything wrong with our employee records then go ahead and follow these steps: First, navigate to Settings at the upper-right corner of the screen and on the drop down menu click Users. Once you’ve clicked User, enter your first name followed by last name. Next set their permission level: are they an admin with full access? Or do they need limited information such as agent status which allows them to log into Flexie CRM but without some administrative privileges? Enter all important details for this user including role within company/group affiliation, phone number(obligatory) username, email address and password when prompted.



Question: How do I create a new group?


Answer: First, go to Settings at the upper-right corner of the page and on the drop-down menu click Groups. Navigate to the top right corner of screen and click New. Write a creative name for your new group you want to create; fill in who will be part of this list (you can add as many users), write an engaging description with details about what people do within it, then hit Save & Close or Apply. The name is required because when we search for groups by scratching our chin trying really hard not to look bored while scrolling down endless options until finally landing on one - if there’s no catchy name I’m going back up looking again...it saves precious time that.



Question: How do I convert a lead into a contact?


Answer: Now, what is the difference between a lead and a contact? A lead is someone you’ve attracted with your marketing campaigns or other means. On the other hand, an existing customer who has already purchased from you would be considered as a contact. Converting leads into contacts helps to build up your company’s reputation in that way too! Lead conversion process can help promote better quality of products for customers by building their trust because they are likely satisfied if they have bought something before. You can convert your leads into contacts and even add a company to the form. To get started, navigate over to the Leads menu option. Once you have selected the lead you want to map over, Contacts fields that match up with what is on this screen will be automatically mapped for an easy import process. If there are any fields left un-mapped or new ones created during import--no worries! You still have time to manually change those before we save it all by clicking Save button at bottom right corner of the page.



Question: How do I import leads, contacts, companies and deals?


Answer: Importing huge volumes of data from external resources to your CRM is one of the best ways to ensure that sales, marketing and other work processes go as smoothly as possible. You can import data stored in databases, spreadsheets or any systems you are using into Flexie with ease so that all relevant information could be available at once for easy access! You first need complete files before importing them because only then will they reflect a true representation. Import now by following these guidelines - make sure the file size doesn’t exceed 50MB, and that it has columns separated by comma delimiters. To import leads, simply go to the Leads page in the top right corner and click Import. Choose a file to upload from your computer or another third-party system (e.g. Dropbox) by clicking on ‘Upload’. You’ll need to make sure that you’re mapping column names correctly as some fields are used for Flexie CRM’s internal purposes like auto-numbering lead records with unique IDs during imports. You can distribute over a specific user and then choose whether to run manual workflows so they don’t have any duplicates after importing new leads!



Question: Can I share a record with another user?


Answer: Flexie CRM is a great way to share information with other users. You can also send emails from the mailbox of another user and see any incoming messages they may have received! You can use Flexie CRM to keep your records close at hand, but still give them out when necessary. Let’s say you want to share a lead with a user or group of users. Here you see all the details related to the deal, and next go ahead in clicking on the Actions button - here is where one can choose between sharing it with an individual person as well as choosing among groups of people who have certain permissions. Now say that we wanted this very moment for instance, just now right at this point-in-time not only by yourself but also together simultaneously with others who enjoy what they do professionally—to be able think about how exciting and worthwhile life would feel if our deals were shared too! Lastly, click Save - and you’ve just shared your deal!



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