How to Add a Contact/Lead to a Flow

Adding a contact or lead to an automation flow allows you to include them in specific sequences or actions. By following these steps, you can easily assign contacts to flows.

Steps to Add a Contact/Lead to a Flow #

1. Open the Contacts
   

• Navigate to the ‘Contacts’ on the left side menu.
  

2. Open the Specific Contact
   

• Click on the specific contact, and the system will open it.
  

3. Add Contact to a Flow
   

• Click on the option to add the contact to a flow. Click on the ‘Plus’ icon to view the existing flows.