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Publishing makes a Draft Flow Plan live. Only Team Admins can manage Flow Plans, and publishing requires a paid Team plan.

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Before You Publish

Before publishing, make sure:
  • the Flow Plan has a source
  • the Flow Plan has at least one step
  • validation errors are resolved
  • the source is healthy; a permanently failed HubSpot sync or failed Sales Navigator import blocks publishing
  • at least one eligible candidate is assigned; View-only (free) members cannot be selected for new Flow work
  • candidates have the permissions and connected accounts required by the actions they may receive
  • at least one selected candidate can handle Approval Tasks
  • the intended enrollment mode is selected
If publishing is unavailable, review the validation banner, source status, candidate capabilities, and Team plan.

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Routing & Ownership

Use flow settings to control who works each contact.

CRM Owner Mapping

Route work using your CRM owner field when your CRM is connected.

Round-Robin Assignment

Distribute work across selected team members when round-robin is the better fit.
Configure routing in Flow Settings.

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Safety & Exclusion

Flows can use exclusion checks and other safeguards to prevent unwanted outreach.

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Common Stop Conditions

Common reasons a contact may stop progressing include:
  1. Detected reply: a matching reply can complete email and LinkedIn Flow Enrollments across senders within the same Team, canceling pending actions on both channels. Email reply completion has no per-card Stop on Reply setting.
  2. Exclusion match: email, company domain, or LinkedIn identity matches an applicable exclusion. Active-work cancellation follows the saved Flow Enrollment policy, including overrides; legacy enrollments fall back to Flow Plan settings.
  3. Qualification logic: the flow disqualifies the contact based on configured criteria.

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Pausing and Unpublishing

Manually disconnecting an email sender cancels affected unsent email actions, not automatically the entire Flow Enrollment. Remaining eligible work can continue; see Email Automation.
  • Unpublish to return the Flow Plan to Draft and stop new enrollments. Pending scheduled steps can appear paused. Cancel individual in-progress Flow Enrollments separately when future work must stop permanently.
  • If available credits are below the Flow Plan’s maximum estimated run cost, the Flow Plan can pause startup and all actions that have not started yet until enough credits are available.

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Monitoring Active Flows

Use the flow builder and flows table to monitor enrollments and overall activity.

Key Metrics

Track flow status, enrollments, replies, and other performance metrics from the flow and dashboard views.
If the Flow Plan is paused by the credit gate, top up credits to resume enrollment startup and actions that have not started yet.