Tutorials
Detailed, step-by-step guides for every LeadFlow feature — written for anyone, whether you just signed up or you've been using the app for months. Each guide explains what the feature does, how to use it, and how it fits into the bigger picture.
Getting started
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 — with automatic duplicate handling, plan limits, and email verification built in.
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 deals to close
A visual Kanban board where leads move through stages with drag-and-drop — plus how to add, rename, recolor, and reorder your own stages.
AI tools
Lead Discovery: find businesses in any city
Type a business category and a location, and LeadFlow's AI finds matching businesses and adds them to your pipeline as leads — with a monthly AI usage limit.
Presence Audit: analyze a company's web presence
Enter a business and LeadFlow scans its social profiles, scores its online presence, highlights gaps and opportunities, and even compares two businesses side by side.
Lead scoring: let hot leads rise to the top
Build point-based scoring rules, set the trigger thresholds, and recalculate scores automatically so your team always works the hottest leads first.
Sales automation
Tasks: never miss a follow-up
Create to-dos for individual leads with priorities and due dates, spot overdue items at a glance, and check them off as you work.
Playbooks: ready-made outreach scripts
Copy-paste sales playbooks for every lead status — objective, talking points, email templates, objection handling, and next steps.
Quotes: build and send proposals
Line items, quantities, prices, tax, and totals — plus statuses, sending by email, and downloading a copy for the lead.
Automations & email sequences
Trigger-based automations, multi-step email sequences with lead enrollment, and one-time broadcasts — plus the deliverability protections that keep your domain healthy.
Email templates: write once, send everywhere
Create reusable outreach, follow-up, proposal, and welcome templates with {name} and {company} placeholders, then use them from sequences, broadcasts, and one-off sends.
Campaigns: track spend and ROI
Log marketing campaigns by channel, set budgets and spend, pause or resume them, and see which channels actually bring in leads.
Competitor tracking: learn from every win and loss
Keep a list of competitors with win/loss tracking and win-rate stats, so you know who you actually lose deals to.
Analytics: measure what converts
KPI cards, leads over time, status and source distributions, channel performance, and an email deliverability panel — everything you need to measure the funnel.
Booking: let leads schedule with you
Offer demo, sales, and onboarding slots with automatic conflict handling — and every booked meeting becomes a lead.
Account & settings
Integrations, webhooks, and the API
Send lead events to your stack with outgoing webhooks, receive leads from Typeform/Calendly/Stripe with inbound webhooks, connect Zapier and Make, and use the API keys and MCP server for custom automation.
Connect Make.com to LeadFlow
Connect LeadFlow to Make.com in minutes: send lead events (created, moved, won) to a Make scenario via webhook, 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.
Settings, security & data control
Profile, notifications, password changes, API keys, webhooks, capture widgets, localization, branding, and the Danger zone — including GDPR data export and deletion.
Prefer the full picture first?
Read the LeadFlow blog for strategy guides on lead scoring, exit-intent popups, and email follow-up — or explore the full feature list.