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Use flow settings to control how a flow assigns work, enriches data, and syncs with CRM.

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Data Enrichment

Flow settings can include enrichment options such as:
  • contact social profile enrichment
  • company social profile enrichment
  • email enrichment
  • phone enrichment

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Exclusion Lists

Use Check exclusion lists to make the flow respect your configured exclusions. Applicable exclusions include contact email, company domain, and supported LinkedIn identity from linked sources. Active-work cancellation follows the Flow Enrollment’s saved exclusion policy, including explicit overrides; legacy enrollments fall back to Flow Plan settings. Completed actions are not retracted. See Exclusion Lists.

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Ownership Assignment

Ownership settings control who works each contact. Common patterns include:
  • CRM owner mapping
  • round-robin assignment
  • handling unowned accounts
View-only (free) members cannot be selected for new Flow work. Removing an assignee can fail active Flow Enrollments that depend on them; review and reassign affected work first. New Flow Plans default to not updating CRM owners; selecting outreach assignees does not itself change HubSpot ownership. LinkedIn assignment preserves an eligible preferred sender, otherwise using round-robin among eligible candidates with connected accounts and completed LinkedIn Profile Connections Sync. Owner-based runtime resolution does not rely on saved mappings alone; see HubSpot Setup Guide.

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CRM Integration

With HubSpot connected, enable the Flow Plan’s CRM integration to write supported mapped contact and company values back to matched HubSpot records automatically, including LinkedIn URLs. You do not need a CRM Enrichment step for this normal write-back. Add that action only to copy an existing value into a specific custom HubSpot property. CRM task creation has its own setting.

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Email Tracking

Flow settings can include email tracking controls such as click tracking.