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Enflow

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Customer portal

Navigating the Enflow user interface is key to creating and managing your automation workflows seamlessly. Let's delve into the key components and functionalities that will help you master the Enflow dashboard. 

 Located at the top of the screen, the navigation bar provides access to key sections like "Workflows," "Integrations," "Data," "Team," and more.

 The main area of the dashboard displays a list of your current workflows. You can create new workflows, view existing ones, and manage their status from here.

  When editing a workflow, you enter the workflow builder. This is a visual canvas where you drag and drop blocks representing actions, triggers, and conditions to create the logic for your automations.

 These are building blocks within the workflow builder. They represent specific tasks, events, and decision points in your workflow. Each block has configurable settings to define how it interacts with other blocks.

 The side panel provides access to settings and additional options for each workflow, including data sources, connections, variables, and more. 

 Accessed through a profile icon, the settings menu allows you to manage account settings, team members, billing information, and other preferences.

Learn the basics of navigating the Enflow dashboard and its key features.

Understanding Enflow's User Interface

Let's get your hands dirty with a practical example and build a simple workflow to get you comfortable with Enflow's automation power. This workflow will demonstrate the basic concept of connecting a trigger to an action, creating a basic automation chain. 

Creating a Simple Workflow: New Lead Notification

This workflow will send you an email notification whenever a new lead is added to your CRM. 

 Navigate to the "Workflows" section of your dashboard and click on "Create New Workflow."

 Give your workflow a descriptive name, for example, "New Lead Notification".

 From the list of available triggers, choose "New Lead Added." 

  Enflow will guide you through connecting your workflow to your chosen CRM (e.g., HubSpot, Salesforce). 

  Add an "Send Email" action block to the workflow. 

 Customize the email subject, body, and recipients (in this case, your email address). You can include details from the new lead data (e.g., name, email, company) in the email using dynamic variables.

  Click on the "Test" button to run a simulation and verify that the email gets sent correctly. 

  Once satisfied with the settings, switch on the "Active" toggle to start your workflow.

Now, whenever a new lead is added to your CRM, you'll automatically receive an email notification, streamlining your lead management process.

A hands-on tutorial to get you started on building your first automation workflow.

Building Your First Simple Workflow

Welcome to the world of Enflow! Let's get you set up with your own Enflow account and start automating your workflows. 

 Head over to [https://getenflow.com/](https://getenflow.com/) and click on the "Get Started" button in the top right corner.

 Select the Enflow plan that best suits your needs. You can opt for a free trial or choose a paid plan for advanced features.

 Fill out the signup form with your email address, password, and other required details.

 Check your inbox for an email from Enflow and click on the verification link to confirm your email address.

 Once your email is verified, you can log in to your Enflow dashboard using your credentials.

 Explore the dashboard, familiarize yourself with the interface, and begin creating your first workflow automation!

A step-by-step guide on how to sign up for Enflow and set up your account.

Getting Started

Understanding Enflow's User Interface

Building Your First Simple Workflow

Creating Your First Enflow Account