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 candidate is assigned
- 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.
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.
Safety & Exclusion
Flows can use exclusion checks and other safeguards to prevent unwanted outreach.Common Stop Conditions
Common reasons a contact may stop progressing include:- Human email reply: a matching reply stops all matching enrollments in the same Team. There is no Stop on Reply setting.
- Exclusion match: a contact or company matches an exclusion rule.
- Qualification logic: the flow disqualifies the contact based on configured criteria.
Pausing and Unpublishing
- Unpublish to stop new enrollments from entering the Flow Plan. Review existing activity separately if you need to cancel in-progress Flow Enrollments.
- 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.
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.