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Use Flow Plans to build repeatable outreach and follow-up workflows.
New to Flows? Start with the First Flow Guide.

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Create a Flow

Start a New Flow

In Flows, click Create flow. You can start from scratch or use a template.Create manually opens a temporary Draft Flow Plan. Leaving the unfinished creation sequence can remove that temporary Flow Plan.

Choose a Source

Select which source adds contacts to the Flow Plan.Supported source choices include:
  • HubSpot segment (list)
  • CSV file
  • Sales Navigator
  • HubSpot workflow / Chrome extension
  • Choose existing audience
For details, see Choose a Source.If a Sales Navigator import fails during creation, choose Fix Sales Navigator source. Correcting the source retries the existing Audience rather than creating another one.

Add Steps

Add the sequence of actions you want contacts to move through, such as email, LinkedIn, call, manual task, conditional split, or AI agent steps. Timing is configured as a delay on each action; there is no standalone Delay node.

Review Settings

Open flow settings to configure enrichment, exclusions, ownership, CRM sync, and email tracking.See Flow Settings.

Publish

Draft flows do not run until you publish them.

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Available Actions

Use these building blocks to create your flow:

Email

Send new-thread or reply-style emails.

Call and Manual Tasks

Create work for a rep to complete inside the flow.

AI Agents

Research, qualify, and prospect inside a flow.

Conditional Split

Route contacts down different paths based on rules.

Manual Assignment

Reassign ownership inside a flow.

CRM Enrichment

Copy an existing Flow Enrollment value into a specific custom HubSpot property. Normal mapped write-back happens automatically when CRM integration is enabled.

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LinkedIn Actions

LinkedIn actions require a paid plan, an assigned candidate with Social action permission, and a usable connected LinkedIn account. Repeated LinkedIn chat actions also need a cumulative three-hour delay. See Delays.

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Editing Active Flows

You can edit a published flow. Renaming does not return a Flow Plan to Draft or require republishing. Non-system Signal-linked Flow Plans can be renamed, but deletion remains disabled for them in Flow Builder.
Existing Flow Enrollments keep the Flow Plan version they entered with. In Flow Builder, valid saved edits to a published flow are automatically republished and apply to new enrollments, without a separate Publish click. Draft flows still require publishing before new enrollments can start. Unpublish before editing if you need a review checkpoint.
Unpublishing returns the Flow Plan to Draft, stops new enrollments, and can pause pending scheduled steps until it is published again.
If the Team’s available credits are below the Flow Plan’s maximum estimated run cost, the credit gate can pause enrollment startup and every action that has not started yet. Started or completed actions are not rolled back.