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Flows (Automations)

Flows

Flows are visual automations that trigger actions based on events, keywords, or conditions.

Components

  • Triggers — What starts the flow: a DM keyword, a new lead, a tag change, a comment, etc.
  • Actions — What happens: send a message, add a tag, set a stage, create a task, assign to a team member, wait.
  • Conditions — Branch the flow: does the lead have a specific tag? Is the score above a threshold?

    • Examples

  • Keyword auto-reply — Trigger: DM contains "pricing". Action: send pricing PDF link.
  • VIP routing — Trigger: lead tagged "vip". Action: assign to senior sales rep.
  • Follow-up sequence — Trigger: new lead. Action: wait 24h → send follow-up → wait 48h → send second follow-up.
  • Qualification gate — Condition: score > 70? Yes: book meeting. No: send info pack.

    • Building flows

  • Go to Flows in the sidebar.
  • Click New Flow.
  • Drag triggers, actions, and conditions onto the canvas.
  • Connect nodes with edges.
  • Activate the flow.