You can add data sources to your flow using the flow editor. A few simple steps are required to add sources to your existing flow.
- Click on the ‘Flows’ tab in LeadConduit. From here, you can click ‘Edit’ on an existing flow, or create a new flow by clicking the ‘New Flow’ button in the upper left corner
- Click on the ‘Sources’ tab, and then ‘Add/ Edit Sources’ in the upper right corner (as pictured below)
- From the Sources page, you can search for existing sources using the search bar, or you can scroll down the page to see the complete list of sources. Check the boxes for any existing sources you wish to use in the flow, or click ‘Create New Source’ at the top of the screen to add a source that does not appear in the list
- Add a name and description for the new source and expand the ‘Advanced’ tab to add integrations, then click ‘Create’ (as pictured below)
Next : Add / Update Field Mappings »