How to Use Salesflow: Generate Leads on LinkedIn (2026)

Quick Start

This guide covers how to use Salesflow and every major feature:

• Getting Started — Connect your linkedin account and basic setup
• How to Use Campaigns — Automate connection requests across multiple campaigns
• How to Use Customized Client Access — Give clients their own campaign data view
• How to Use Safe Automation — Run linkedin automation without account restrictions
• How to Use Sequences — Send follow ups and multiple flows over time
• How to Use Lead List — Build lead lists from Sales Navigator
• How to Use Inbox — Manage campaign conversations in a unified inbox
• How to Use White Label — Rebrand the tool for your agencies
• How to Use Workflow — Sync linkedin data into your CRM
• How to Use Secure Account Management — Manage multiple linkedin accounts safely

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I have used Salesflow for over a year and tested every feature covered here. This tutorial comes from real hands-on linkedin outreach, not vendor screenshots.

Salesflow is one of the most popular linkedin automation tool options for sales teams today.

But most users only scratch the surface of what it can do.

This guide shows you how to use every major feature, step by step, with pro tips.

Salesflow Tutorial

This complete Salesflow tutorial walks you through every feature, from setup to advanced features that turn you into a power user.

Salesflow

Generate quality leads on autopilot with Salesflow. This linkedin automation tool runs connection requests and follow ups while you focus on closing deals. Start your free trial today.

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Getting Started with Salesflow

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Watch this quick overview first — a short video tutorial showing how salesflow works:

Now let’s walk through each step.

Step 1: Create Your Account

Go to the Salesflow website and click Sign Up.

Enter your email and create a password.

✓ Checkpoint: Check your inbox for a confirmation email.

Step 2: Connect Your LinkedIn Account

Open Settings, then LinkedIn Accounts, and connect your profile.

The gamified onboarding rewards you for this first step.

✓ Checkpoint: Your linkedin account shows as connected.

Step 3: Complete Initial Setup

Set your working hours and active days so outreach stays human.

How to Use Salesflow Campaigns

Campaigns lets you build and run multiple campaigns that automate connection requests and follow ups.

Here’s how to use it step by step.

Step 1: Connect Your LinkedIn Account

Open Settings, then LinkedIn Accounts, and link your linkedin profile.

Step 2: Build Your Campaign

Pick a campaign type and import leads from Sales Navigator.

Here’s what this looks like:

✓ Checkpoint: Your first campaign now shows invites sent in the statistics tab.

Step 3: Launch the Flow

Set active days, then simply click play to run linkedin outreach.

How to Use Salesflow Customized Client Access

Customized Client Access lets agencies give clients limited access to their own campaign data and reports.

Here’s how to use it step by step.

Step 1: Open Client Settings

Go to the agency panel and select a client account.

Step 2: Set Permissions

Choose what campaign settings and linkedin data each client can view.

Here’s what this looks like:

✓ Checkpoint: The client sees only their assigned campaigns and conversion rates.

Step 3: Share Access

Send the client a login to track campaign performance.

How to Use Salesflow Safe Automation

Safe Automation protects your account by mimicking human behavior and respecting linkedin limits.

Here’s how to use it step by step.

Step 1: Open Safety Settings

Find the safe automation panel inside your campaign settings.

Step 2: Set Daily Limits

Cap connection requests and messages to avoid account restrictions.

Here’s what this looks like:

✓ Checkpoint: Your account stays in good standing with steady, human-like activity.

Step 3: Enable Working Hours

Schedule outreach during working hours on your active days.

How to Use Salesflow Sequences

Sequences lets you create message sequences with follow up messages sent over time.

Here’s how to use it step by step.

Step 1: Open the Sequence Builder

Select a campaign and open the sequences tab.

Step 2: Add Your Steps

Add connection requests, follow ups, and InMails with dynamic tokens and additional details.

Here’s what this looks like:

✓ Checkpoint: Your sequence shows each step and its timing clearly.

Step 3: Set the Delays

Choose wait times between each step in the campaign funnel.

How to Use Salesflow Lead List

Lead List lets you build and save lead lists from Sales Navigator or basic linkedin search.

Here’s how to use it step by step.

Step 1: Run a Search

Search LinkedIn or Sales Navigator for your target prospects.

Step 2: Import Your Leads

Add contacts directly into a Salesflow lead list.

Here’s what this looks like:

✓ Checkpoint: Your quality leads appear ready for outreach.

Step 3: Assign to a Campaign

Attach the list to a new or existing campaign.

How to Use Salesflow Inbox

Inbox centralizes campaign conversations from every campaign into one unified inbox.

Here’s how to use it step by step.

Step 1: Open the Inbox

Click the inbox tab to see all replies.

Step 2: Filter Your Messages

Sort unread messages and prioritize when a prospect responds.

Here’s what this looks like:

✓ Checkpoint: All campaign conversations sit in one place.

Step 3: Reply Fast

Send messages directly to engage interested new connections.

How to Use Salesflow White Label

White Label lets agencies rebrand the platform with their own logo and domain.

Here’s how to use it step by step.

Step 1: Open White Label Settings

Find the white label section in account settings.

Step 2: Add Your Branding

Upload your logo and set your company colors.

Here’s what this looks like:

✓ Checkpoint: The dashboard now displays your branding everywhere.

Step 3: Set a Custom Domain

Point your domain so clients see your brand.

How to Use Salesflow Advanced Workflow

Workflow lets you connect Salesflow to CRMs and tools to centralize the sales process.

Here’s how to use it step by step.

Step 1: Open Integrations

Go to the workflow tab and pick an app.

Step 2: Connect a CRM

Link HubSpot, Salesforce, or Pipedrive to sync linkedin data.

Here’s what this looks like:

✓ Checkpoint: New leads flow into your CRM automatically.

Step 3: Map Your Fields

Match Salesflow fields to your CRM contacts.

How to Use Salesflow Secure Account Management

Secure Account Management lets you manage multiple linkedin accounts and team seats securely.

Here’s how to use it step by step.

Step 1: Open Account Management

Go to the secure account management panel.

Step 2: Add Team Seats

Invite your salesflow team and assign clear roles.

Here’s what this looks like:

✓ Checkpoint: Each member sees only their assigned accounts.

Step 3: Set Permissions

Control who can edit campaigns and view reports.

Salesflow Pro Tips and Shortcuts

After testing Salesflow for over a year, here are my best tips.

Quick Navigation Actions

Hidden Features Most People Miss

• Gamified onboarding: Salesflow rewards key steps like launching your first campaign.
• Done-for-you service: The salesflow team can run linkedin outreach for you fully managed.
• Reply detection: Follow ups pause the moment a prospect responds, so you never over-message.

Salesflow Common Mistakes to Avoid

Mistake #1: Sending Too Many Connection Requests

Mistake #2: Skipping Personalization

Mistake #3: Ignoring the Inbox

Salesflow Troubleshooting

Problem: LinkedIn Account Won’t Connect

Cause: An expired session or browser cookie issue.

Fix: Reconnect through Settings, then LinkedIn Accounts, and log in again.

Problem: Low Connection Acceptance Rate

Cause: Weak targeting or a new linkedin profile with little activity.

Fix: Warm up the profile and refine your Sales Navigator filters for better leads.

Problem: Campaign Paused Unexpectedly

Cause: You hit daily limits or triggered linkedin account restrictions.

Fix: Lower your daily limits and confirm the account is in good standing.

📌 Note: If none of these fix your issue, contact Salesflow support.

What is Salesflow?

Salesflow is a cloud-based linkedin automation tool that helps you generate leads and manage outreach at scale.

Think of it like a tireless assistant that handles linkedin outreach around the clock.

Salesflow takes the manual effort out of prospecting for any business.

Salesflow lets sales teams and agencies send connection requests, follow up messages, and InMails automatically.

Salesflow brings connection requests, follow ups, and replies into one place.

Watch this quick overview:

It includes these key features:

• Campaigns: Run multiple campaigns and automate connection requests.
• Safe Automation: Set daily limits to avoid account restrictions.
• Sequences: Build follow ups and multiple flows that run over active days.
• Lead List: Import linkedin data from Sales Navigator to add contacts.
• Inbox: Manage campaign conversations in one unified inbox with reply detection.
• Workflow: Sync linkedin data and email outreach into your CRM and sales process.

Salesflow integrates with HubSpot, Salesforce, and Pipedrive, and users often see a 10-20x ROI while saving 4-6 minutes per lead.

For a full review, see our Salesflow review.

Salesflow Pricing

Here’s what Salesflow costs in 2026:

Free trial: Yes, Salesflow offers a free trial so you can test linkedin automation first.

Money-back guarantee: Contact the salesflow team for current refund terms.

💰 Best Value: Single User at $79/user — ideal for solo reps and growing start ups testing linkedin outreach.

Salesflow vs Alternatives

How does Salesflow compare? Here’s the competitive landscape:

Quick picks:

• Best overall: Salesflow — safe linkedin automation with a unified inbox.
• Best budget: Dux-Soup — cheapest entry for solo linkedin outreach.
• Best for beginners: Waalaxy — simple setup for your first campaign.
• Best for data: Apollo io — huge database to generate leads.

🎯 Salesflow Alternatives

Looking for Salesflow alternatives? Here are the top options:

• 🚀 Expandi: Best safe automation. Cloud-based safety with dedicated IPs.
• 💰 Waalaxy: Best budget pick. Beginner-friendly Chrome extension.
• 🔧 Dux-Soup: Best for tinkerers. Veteran low-cost LinkedIn automation.
• 📊 Meet Alfred: Best multi-channel. Multi-channel outreach with a built-in CRM.
• 🧠 Apollo io: Best data depth. Huge B2B database plus sequences.

For the full list, see our Salesflow alternatives guide.

⚔️ Salesflow Compared

Here’s how Salesflow stacks up against each competitor:

• Salesflow vs Expandi: Salesflow wins on price and a unified inbox; Expandi edges ahead on dedicated IP safety.
• Salesflow vs Waalaxy: Waalaxy is cheaper and simpler; Salesflow scales better for sales teams and agencies.
• Salesflow vs Dux-Soup: Dux-Soup costs less but needs your computer on; Salesflow runs linkedin outreach in the cloud.
• Salesflow vs Meet Alfred: Both add email outreach; Salesflow keeps cleaner campaign management for growing start ups.
• Salesflow vs Apollo io: Apollo brings more linkedin data and contacts; Salesflow focuses on safe linkedin automation and replies.

Start Using Salesflow Now

You learned how to use every major Salesflow feature:

• ✅ Campaigns
• ✅ Customized Client Access
• ✅ Safe Automation
• ✅ Sequences
• ✅ Lead List
• ✅ Inbox
• ✅ White Label
• ✅ Workflow
• ✅ Secure Account Management

Next step: Pick one feature and try it now.

Most people start by creating their first campaign.

It takes less than 5 minutes.

Frequently Asked Questions

Is Salesflow legit?

Yes. Salesflow is a trusted cloud-based linkedin automation tool used by sales teams and agencies. It scores 4.3 out of 5 on G2, showing solid satisfaction with its lead generation.

How does Salesflow work?

Salesflow connects to your linkedin account and automates connection requests, follow up messages, and InMails. You build campaigns, set daily limits, and track replies from one unified inbox.

How much does Salesflow cost?

Salesflow starts at $79/user for the Single User plan. Teams and Agency plans use custom pricing based on seats and outreach volume. A free trial is available.

How to use Salesflow?

Connect your linkedin account, build a lead list with Sales Navigator, create your first campaign, set active days and limits, then simply click play to run linkedin outreach.

Does Salesflow work without my computer on?

Yes. Salesflow runs in the cloud 24/7. Campaigns keep sending messages and follow ups even when your computer is off, catching prospects across time zones.