To create a new flow, go to the Flows tab in the main menu (1), and click on the New Flow button (2).

Label

• Label - Enter the name of the Flow that best describes its purpose (1).

<aside> ✍🏻 NOTE: The name of the Flow will only be shown to the user if there are multiple Flows connected to one event.

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• Info - enter a description for the Flow (2)
• Save the configuration (3)

Set Up

• Flow Details - once the flow is ready, click the pencil icon to change its status to Active (1)
• Capture Methods - select which of the capture methods will be available for end users & which one will be the Primary method (2)
• Flow Questions - click the pencil icon to create new Flow questions (3)
• Flow Statistics - view the creation and modification dates of the Flow, the last time and place it was used, and the total number of times the Flow has been utilized (4)
• Salesforce - add Flow mapping defaults for the Salesforce integration
  • You will be redirected to the mapping settings (5)

<aside> 💡 This step is only available if Romify is connected to Salesforce. Learn more about mappings for Salesforce integrations here.

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• HubSpot - add Flow mappings defaults for the HubSpot integration
  • You will be redirected to the mapping settings (5)

<aside> 💡 This step is only available if Romify is connected to Hubspot. Learn more about mappings for HubSpot integrations here.

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