First Flow Guide

This guide walks through a simple first Flow Plan: choose a source, add a few steps, review settings, and publish.

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1. Create the Flow

• Go to Flows.
• Click Create flow.
• Choose Create manually or start from a template.

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2. Pick a Source

• Choose how contacts will enter the Flow Plan.
• Common options are:
  • CSV file for a one-time imported list
  • HubSpot segment (list) for a synced list
  • HubSpot workflow / Chrome extension for one-contact Direct Enrollment requests
  • Choose existing audience to reuse an audience you already have
  • Sales Navigator for LinkedIn-based imports

See Choose a Source.

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3. Add Your First Steps

• A simple first Flow Plan might look like:
  • Email with an action delay
  • Manual task or Call with its own action delay
• If you need branching, add a Conditional Split.
• If you want qualification or research before outreach, add an agent step.

Timing is configured on each action. There is no standalone Delay node.

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4. Review Settings

• Open the flow settings drawer.
• Review:
  • enrichment settings
  • exclusion lists
  • ownership assignment
  • CRM integration settings
  • email tracking

See Flow Settings.

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5. Publish

• Fix any validation errors.
• Make sure the Flow Plan has a source and at least one step.
• Click Publish when you are ready to start enrollment.

See Publishing & Routing.

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After Publishing

• Monitor performance and enrollment status from the Flow Plan.
• Review approval, call, and manual tasks in Tasks.
• You can still edit the flow after publishing.