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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.

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.

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

Enrich CRM records when HubSpot is connected.

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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.
Existing Flow Enrollments keep the Flow Plan version they entered with. Saved edits apply to new enrollments after the updated draft is published.
You can stop a draft from going live by leaving it unpublished. You can also unpublish a live flow when you need to pause it.
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.