Agent Toolbox for Flowlu CRM

Quick-access forms from Flowlu CRM contact and opportunity records, with contact-field merge tokens.

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.