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Create Your First Flow

Alex Wolfe

Create Your First Flow

Let's Build Something Real

In the next 10 minutes, you'll build a working flow that:

  • Receives leads from a web form
  • Validates the data
  • Checks for duplicates
  • Delivers to a webhook (simulating your CRM)

No theory, no fluff - just hands-on building. Let's go!

📍 You are here: About to create your first lead processing flow
⏱️ Time needed: 10 minutes
🎯 You'll have: A working flow processing real leads

Step 1: Create Your Flow (2 minutes)

  1. Log into your LeadConduit account
  2. Click Flows in the main navigation
  3. Click the blue New Flow button

Name Your Flow

Give it a meaningful name:

  • ✅ Good: "Solar Leads - California"
  • ✅ Good: "Insurance - Web Form - Test"
  • ❌ Avoid: "Test" or "Flow 1"

💡 Pro tip: Include the lead type and source in the name. You'll thank yourself later when you have 20+ flows.

Create the Flow

  1. Enter your flow name
  2. Add a description (optional but recommended)
  3. Click Create Flow

🎉 Congrats! You just created your first flow. You'll see an empty canvas ready for building.

Step 2: Add Your First Source (3 minutes)

Every flow needs a source - where leads come from. Let's use the simplest option for testing.

Add the Source

  1. Click Add Source on the left side of your flow
  2. Search for "Inbound Field"
  3. Click Inbound Field from the results
  4. Click Add Source

Configure Basic Settings

  1. Name: "Web Form Test" (or similar)
  2. Submission URL: You'll see a unique URL like:
    https://app.leadconduit.com/v2/sources/[ID]/submit
    Copy this - you'll need it to submit test leads!

Define Your Fields

Let's add the essential fields for a basic lead:

Click Add Field and create these:

  1. first_name (Text)
  2. last_name (Text)
  3. email (Email)
  4. phone (Phone)
  5. state (US State)

💡 Why these types matter: Email and Phone types automatically validate and parse the data. State type ensures valid US state codes.

Save Your Source

Click Save at the bottom. Your source is ready!

Step 3: Add Data Quality Steps (3 minutes)

Now let's ensure only quality leads flow through.

Add Email Validation

  1. From your flow canvas, click Add Step
  2. Choose Filter type
  3. Search for "Standard Filter"
  4. Click Add Step

Configure the filter:

  • Name: "Require Valid Email"
  • Rules:
    • Field: email.valid
    • Operator: is true
  • Outcome: Continue if passed, skip if failed

Add Duplicate Check

  1. Click Add Step again
  2. Choose Filter type
  3. Search for "Suppress Duplicates"
  4. Click Add Step

Configure duplicate checking:

  • Name: "Block Recent Duplicates"
  • Duplicate Field: email
  • Time Window: 7 days

💡 What this does: Blocks any lead with the same email submitted in the last 7 days.

Step 4: Add Your Delivery (2 minutes)

Time to send your validated leads somewhere!

Add a Webhook Recipient

  1. Click Add Recipient on the right side
  2. Search for "Webhook"
  3. Click Webhook (GET)
  4. Click Add Recipient

Configure the Webhook

For testing, we'll use a service that shows us what was sent:

  1. Name: "Test CRM Webhook"

  2. URL: https://webhook.site/[unique-id]

    (Visit webhook.site to get your unique URL)

  3. Method: GET (simpler for testing)

Map Your Fields

The webhook will automatically include all lead fields. For a real integration, you'd map specific fields here.

Save Your Recipient

Click Save. Your flow is complete!

Step 5: Test Your Flow! (2 minutes)

This is the exciting part - let's see it work!

Submit a Test Lead

Option 1: Use the Test Panel
  1. In your flow, click the source step
  2. Click Test in the sidebar
  3. Fill in the test form:
    First Name: John
Last Name: Doe
Email: john@example.com
Phone: 555-123-4567
State: CA
  4. Click Submit
Option 2: Use the Submission URL

Send a POST request to your source URL with JSON:

{
  "first_name": "Jane",
  "last_name": "Smith",
  "email": "jane@example.com",
  "phone": "555-987-6543",
  "state": "TX"
}

Watch the Magic Happen

  1. Go back to your flow
  2. Click the Leads tab
  3. You'll see your test lead appear!
  4. Click the lead ID to see details

What You'll See

✅ Source Step: Lead received and parsed
✅ Email Filter: Passed (valid email)
✅ Duplicate Check: Passed (first time seen)
✅ Webhook Delivery: Sent successfully

Visit your webhook.site URL to see the delivered data!

Understanding Your Success

What Just Happened?

In 10 minutes, you built a production-ready flow that:

  1. Received a lead via API
  2. Validated the email address
  3. Checked for duplicates
  4. Delivered clean data to a webhook

The Power You Now Have

  • Instant Integration: Any system can now send you leads
  • Automatic Validation: Bad emails never reach your CRM
  • Duplicate Protection: Stop paying for the same lead twice
  • Flexible Delivery: Send leads anywhere via webhook

Your Flow Metrics

Check the flow's Stats tab to see:

  • Total leads received
  • Acceptance rate
  • Filter performance
  • Delivery success rate

Level Up Your Flow

Ready to enhance your flow? Try these upgrades:

Add Phone Validation

  1. Add another filter step
  2. Rule: phone.valid is true
  3. Now only valid phones pass through

Add State Filtering

  1. Add a filter for specific states
  2. Rule: state is included in list "CA,TX,NY,FL"
  3. Only accept leads from profitable states

Add Data Enhancement

  1. Add an enhancement step
  2. Try "Phone Intelligence" to append carrier data
  3. Use appended data in routing decisions

Add Business Hours

  1. Add a filter for time-based routing
  2. Rule: timestamp.hour is between 9 and 17
  3. Only accept leads during business hours

Common Questions

"My lead was rejected - why?"

Click the lead ID and check the Events tab. You'll see exactly which step failed and why.

"Can I edit my flow while it's running?"

Yes! LeadConduit allows live editing. Changes take effect immediately for new leads.

"How do I connect real sources?"

Check out Connecting Sources for guides on Facebook, Google, and custom integrations.

"What about pricing and caps?"

See Source Configuration to add cost tracking and volume limits.

Your Next Steps

Congratulations! You've built your first flow. Here's what to explore next:

📚 Deepen Your Knowledge

🔧 Build Production Flows

🚀 Optimize Operations

🎉 You did it! You're no longer a LeadConduit beginner. You've built a real flow that processes real leads. Everything else builds on what you just learned.

Stuck? Excited? Questions? We love hearing from new users: support@activeprospect.com

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