Tutorials

Getting started with LeadFlow

Create your account, explore the dashboard, load realistic demo data, and complete the onboarding checklist — from signup to a first pipeline without a time promise.

Leads & pipeline

Manage leads: search, filter, and organize

Every lead in one list — how to create and edit leads, search them, filter by status/source/tags/score, run bulk actions, and save your favorite searches.

Import leads from a CSV

Bring your existing lead list into LeadFlow by pasting CSV or uploading a file — existing emails are skipped, plan limits apply, and email verification is best-effort when a verifier is configured.

The lead detail drawer and timeline

Click any lead to open a full record: overview, activity timeline, messages, tasks, and quotes — plus verifying emails and adding notes.

Pipeline & stages: drag leads between columns

A visual Kanban board where you drag leads between stages. Reorder columns on every plan; add, rename, recolor, and delete stages on Business.

Discover

Lead Discovery: find businesses by city and type

Type a business category and a location. LeadFlow searches the public web and returns businesses whose emails appear in the source — you click Add. Cap around 30 per run; monthly search quota by plan.

Presence Audit: analyze a company's web presence

Select pipeline leads and LeadFlow scores public social/ad signals from search snippets and highlights gaps. There is no side-by-side compare mode.

Qualify

Lead scoring: flag 70+ as hot

On Pro/Business: toggle and re-point 13 default scoring rules, then recalculate. Pipeline cards flag 70+ as hot; email alerts fire at 80+ when delivery is configured.

Sales automation

Tasks: follow-ups with due dates

Create to-dos for individual leads with priorities and due dates, list overdue items, and check them off as you work.

Tutorial3 min

Playbooks: checklists for each default stage

Stage checklists for each default lead status — objective, talking points, email templates, objection handling, and next steps.

Quotes: line items, tax, and HTML download

Line items, quantities, prices, tax, and totals — plus statuses and an HTML download. Marking Sent does not email the quote.

Automations & email sequences

Trigger-based automations, multi-step email sequences with lead enrollment, and one-time broadcasts. Sequences and broadcasts skip bounced, invalid, and unsubscribed addresses.

Email templates: starter copy in the composer

Pick a starter outreach, follow-up, proposal, or welcome template from the one-off email composer. Placeholders {name} and {company} fill from the lead.

Campaigns: track spend (tagged win rate on Pro)

Log marketing campaigns by channel, set budgets and spend, pause or resume them. Tagged win rate and revenue by source are Pro.

Competitor tracking: log wins and losses

Keep a list of competitors with tagged win/loss stats from the deals you log — not market share.

Analytics: stage counts and spend

KPI cards, leads over time, status and source distributions, channel performance, and an email-status panel (valid / catch-all / bounced when verification is configured).

Booking: 30-min Product Demo, Sales Call, or Onboarding

Hardcoded LeadFlow slots — 30-min Product Demo, 45-min Sales Call, 60-min Onboarding. Taken slots return a conflict notice. Every booking becomes a lead.

Account & settings

Integrations, webhooks, and the API

Send lead events with outgoing webhooks (paste a Catch Hook), receive Typeform/Calendly/Stripe leads, POST create_lead into LeadFlow with a Business API key, and use the REST API plus MCP on Business.

Connect Make.com to LeadFlow

Connect LeadFlow to Make.com via outgoing webhooks (every plan) or inbound POST with a Business API key. Send lead events (created, moved, won) to a Make scenario, or push leads back into LeadFlow. Includes the exact JSON payloads Make receives and sends.

Billing & plans: which plan is right for you

Compare the Free, Pro, and Business plans, understand usage limits and feature gates, and upgrade through a secure Lemon Squeezy checkout.