Available Actions
View Profile
Visits the prospect’s profile as a flow step.
- Delay support: You can schedule this step with the same delay controls used in other flow actions.
- Branch-path limit: A flow can contain one profile-view step along each branch path. Parallel sibling paths can each contain their own profile view.
Connection Request
Sends a connection request to the prospect.
- Acceptance window: You can define how long First Touch should wait for the request to be accepted.
- Auto-withdraw: You can automatically withdraw unaccepted requests after the configured wait period.
- Personalized note: You can optionally include a note up to 300 characters. Sending the note requires the assigned sender to have LinkedIn Premium or Sales Navigator.
- Approval mode: You can require team approval before the request is sent.
Send Message
Sends a Social Platform message to an existing 1st-degree connection.
- Connection rule: This step can only be used after a successful connection path or when the contact is already connected.
- Approval mode: You can require team approval before sending.
- Reply tracking: You can configure how long the flow should keep tracking replies.
- Preview: You can test the generated message against a sample contact before publishing.
InMail is coming soon. Do not plan on InMail in a Flow Plan unless it is explicitly enabled for your Team.
Builder Rules
- Each branch path can contain only one profile-view step.
- Each branch can contain only one connection request step.
- Social Platform messages are limited to 5 messages per branch.
- Connection requests cannot be added inside an Accepted branch.
- Social Platform messages can only be used where the contact is already connected or becomes connected through the flow.
- A connection request can be sent without a note from an otherwise eligible account, but a note requires LinkedIn Premium or Sales Navigator.