Before You Publish
Before publishing, make sure:- the flow has a trigger
- the flow has at least one step
- validation errors are resolved
If publish is unavailable, review the validation banner and the flow trigger first.
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:- Reply handling: email follow-ups can stop when a reply is detected.
- 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 a live flow from continuing as normal.
- A published flow can also pause if it runs out of credits.
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.