快速入门

This guide covers how to use Salesflow and every major feature:
- 入门 — Connect your linkedin account and basic setup
- 如何使用营销活动 — 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
- 如何使用白标 — 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
所需时间: 每部影片 5 分钟
本指南还包含以下内容: 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
I have used Salesflow for over a year and tested every feature covered here. This tutorial comes from real hands-on linkedin 外联, not vendor screenshots.

Salesflow is one of the most popular linkedin 自动化工具 options for sales teams today.
但大多数用户仅仅触及了它功能的冰山一角。
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.

销售流程
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.
Getting Started with Salesflow
使用任何功能之前,请先完成此一次性设置。
大约需要3分钟。
Watch this quick overview first — a short video tutorial showing how salesflow works:

现在让我们一步一步来。
第一步:创建您的帐户
Go to the Salesflow website and click Sign Up.
请输入您的电子邮件地址并创建密码。
✓ 检查点: 检查你的 收件箱 请发送确认邮件。
步骤 2:关联您的 LinkedIn 帐户
Open Settings, then LinkedIn Accounts, and connect your profile.
The gamified onboarding rewards you for this first step.
✓ 检查点: Your linkedin account shows as connected.
步骤 3:完成初始设置
Set your working hours and active days so outreach stays human.
✅ 完成: 您已准备好使用以下任何功能。
How to Use Salesflow Campaigns
竞选活动 lets you build and run multiple campaigns that automate connection requests and follow ups.
以下是使用步骤。
Step 1: Connect Your LinkedIn Account
Open Settings, then LinkedIn Accounts, and link your linkedin profile.
第二步:构建你的竞选活动
Pick a campaign type and import leads from Sales Navigator.
这就是它的样子:

✓ 检查点: 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.
✅ 结果: You have a live linkedin campaign generating new connections automatically.
💡 专业提示: Warm up a new linkedin profile with low daily connection requests first.
How to Use Salesflow Customized Client Access
定制化客户端访问 lets agencies give clients limited access to their own campaign data and reports.
以下是使用步骤。
Step 1: Open Client Settings
Go to the agency panel and select a client account.
步骤二:设置权限
Choose what campaign settings and linkedin data each client can view.
这就是它的样子:

✓ 检查点: The client sees only their assigned campaigns and conversion rates.
Step 3: Share Access
Send the client a login to track campaign performance.
✅ 结果: Clients monitor results without touching your wider campaign management.
💡 专业提示: Use white label branding so client dashboards match your company.
How to Use Salesflow Safe Automation
安全自动化 protects your account by mimicking human behavior and respecting linkedin limits.
以下是使用步骤。
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.
这就是它的样子:

✓ 检查点: 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.
✅ 结果: Salesflow runs linkedin automation without risking account restrictions.
💡 专业提示: Lower your limits for the first week if the account is new.
How to Use Salesflow Sequences
序列 lets you create message sequences with follow up messages sent over time.
以下是使用步骤。
步骤 1:打开序列生成器
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.
这就是它的样子:

✓ 检查点: Your sequence shows each step and its timing clearly.
Step 3: Set the Delays
Choose wait times between each step in the campaign funnel.
✅ 结果: Salesflow sends personalized follow up messages without manual effort.
💡 专业提示: A/B test two sequences to lift connection rates and conversion rates.
How to Use Salesflow Lead List
Lead List lets you build and save lead lists from Sales Navigator or basic linkedin search.
以下是使用步骤。
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.
这就是它的样子:

✓ 检查点: Your quality leads appear ready for outreach.
Step 3: Assign to a Campaign
Attach the list to a new or existing campaign.
✅ 结果: You have a clean list to generate leads at scale.
💡 专业提示: Save multiple flows for each industry to stay organized.
How to Use Salesflow Inbox
收件箱 centralizes campaign conversations from every campaign into one unified inbox.
以下是使用步骤。
第一步:打开收件箱
Click the inbox tab to see all replies.
Step 2: Filter Your Messages
Sort unread messages and prioritize when a prospect responds.
这就是它的样子:

✓ 检查点: All campaign conversations sit in one place.
Step 3: Reply Fast
Send messages directly to engage interested new connections.
✅ 结果: You engage leads quickly from a single unified inbox.
💡 专业提示: Reply detection pauses follow ups once a prospect responds.
How to Use Salesflow White Label
白标 lets agencies rebrand the platform with their own logo and domain.
以下是使用步骤。
Step 1: Open White Label Settings
Find the white label section in account settings.
步骤二:添加您的品牌标识
Upload your logo and set your company colors.
这就是它的样子:

✓ 检查点: The dashboard now displays your branding everywhere.
Step 3: Set a Custom Domain
Point your domain so clients see your brand.
✅ 结果: Your agencies deliver linkedin automation under your own name.
💡 专业提示: Match email outreach templates to your branding for a consistent look.
How to Use Salesflow Advanced Workflow
工作流程 lets you connect Salesflow to CRMs and tools to centralize the sales process.
以下是使用步骤。
第一步:开放集成
Go to the workflow tab and pick an app.
Step 2: Connect a CRM
Link HubSpot, Salesforce, or Pipedrive to sync linkedin data.
这就是它的样子:

✓ 检查点: New leads flow into your 客户关系管理 自动地。
Step 3: Map Your Fields
Match Salesflow fields to your 客户关系管理 联系方式。
✅ 结果: Your sales process stays synced without manual effort.
💡 专业提示: Add email outreach steps for prospects who ignore linkedin.
How to Use Salesflow Secure Account Management
安全账户管理 lets you manage multiple linkedin accounts and team seats securely.
以下是使用步骤。
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.
这就是它的样子:

✓ 检查点: Each member sees only their assigned accounts.
Step 3: Set Permissions
Control who can edit campaigns and view reports.
✅ 结果: Your sales teams run linkedin outreach safely together.
💡 专业提示: Note that responding for a teammate may need an account switch.
Salesflow Pro Tips and Shortcuts
After testing Salesflow for over a year, here are my best tips.
Quick Navigation Actions
| 行动 | Where to Click |
|---|---|
| Start a campaign | Campaign tab, then the play button |
| Check unread messages | Inbox tab |
| 添加联系人 | Lead List, then Import |
| Edit campaign settings | Campaign, then Settings |
大多数人错过的隐藏功能
- Gamified onboarding: Salesflow rewards key steps like launching your first campaign.
- 代办服务: 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
❌ 错误: Blasting hundreds of connection requests on a brand new linkedin account.
✅ 右图: Warm up with low daily limits to keep your account in good standing.
错误二:忽略个性化
❌ 错误: Sending the same generic message to every prospect, hurting connection rates.
✅ 右图: Use dynamic tokens so each message feels personal and lifts conversion rates.
Mistake #3: Ignoring the Inbox
❌ 错误: Letting unread messages pile up when a prospect responds quickly.
✅ 右图: Check the unified inbox daily and reply fast to engage quality leads.
Salesflow Troubleshooting
Problem: LinkedIn Account Won’t Connect
原因: An expired session or browser cookie issue.
使固定: Reconnect through Settings, then LinkedIn Accounts, and log in again.
问题:连接接受率低
原因: Weak targeting or a new linkedin profile with little activity.
使固定: Warm up the profile and refine your Sales Navigator filters for better leads.
Problem: Campaign Paused Unexpectedly
原因: You hit daily limits or triggered linkedin account restrictions.
使固定: Lower your daily limits and confirm the account is in good standing.
📌 笔记: If none of these fix your issue, contact Salesflow support.
Salesflow是什么?
销售流程 is a cloud-based linkedin automation tool that helps you generate leads and manage outreach at scale.
Think of it like a tireless 助手 that handles linkedin outreach around the clock.
Salesflow takes the manual effort out of prospecting for any 商业.
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.
观看这段快速概览:
它包含以下主要特点:
- 活动: Run multiple campaigns and automate connection requests.
- Safe Automation: Set daily limits to avoid account restrictions.
- 序列: Build follow ups and multiple flows that run over active days.
- Lead List: Import linkedin data from Sales Navigator to add contacts.
- 收件箱: Manage campaign conversations in one unified inbox with reply detection.
- 工作流程: Sync linkedin data and email outreach into your CRM and sales process.
Salesflow integrates with HubSpot, Salesforce, and 管道驱动, and users often see a 10-20x ROI while saving 4-6 minutes per lead.
如需完整评测,请参阅我们的 销售流程审查.

销售流程定价
Here’s what Salesflow costs in 2026:
| 计划 | 价格 | 最适合 |
|---|---|---|
| 单用户 | 每用户 79 美元 | Solo founders and individual sales reps |
| 团队自定义 | 定制定价 | Sales teams that need multiple seats |
| 代理定制 | 定制定价 | Agencies running outreach for clients |
免费试用: Yes, Salesflow offers a free trial so you can test linkedin automation first.
退款保证: Contact the salesflow team for current refund terms.

💰 性价比最高: Single User at $79/user — ideal for solo reps and growing start ups testing linkedin outreach.
销售流程与替代方案
How does Salesflow compare? Here’s the competitive landscape:
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| 销售流程 | Safe linkedin automation | 每月 79 美元 | ⭐ 4.0 |
| 扩展 | Cloud-based safety with dedicated IPs | 每月99美元 | ⭐ 4.2 |
| 瓦拉克斯 | Beginner-friendly Chrome extension | 每月 19 美元 | ⭐ 4.6 |
| 杜克斯汤 | Veteran low-cost LinkedIn automation | 每月15美元 | ⭐ 4.4 |
| 认识一下阿尔弗雷德 | Multi-channel outreach with a built-in CRM | 每月 59 美元 | ⭐ 4.0 |
| Apollo io | Huge B2B database plus sequences | 每月 49 美元 | ⭐ 4.7 |
快速精选:
- 综合最佳: Salesflow — safe linkedin automation with a unified inbox.
- 最佳预算: Dux-Soup — cheapest entry for solo linkedin outreach.
- 最适合初学者: Waalaxy — simple setup for your first campaign.
- Best for data: Apollo io — huge database to generate leads.
🎯 Salesflow 替代方案
Looking for Salesflow alternatives? Here are the top options:
- 🚀 扩展: Best safe automation. Cloud-based safety with dedicated IPs.
- 💰 Waalaxy: Best budget pick. Beginner-friendly Chrome extension.
- 🔧 杜克斯汤: Best for tinkerers. Veteran low-cost LinkedIn automation.
- 📊 认识一下阿尔弗雷德: Best multi-channel. Multi-channel outreach with a built-in CRM.
- 🧠 Apollo io: Best data depth. Huge B2B database plus sequences.
完整列表请参见我们的 销售流程替代方案 指导。
⚔️ 销售流程对比
Here’s how Salesflow stacks up against each competitor:
- Salesflow 与 Expandi 的对比: Salesflow wins on price and a unified inbox; Expandi edges ahead on dedicated IP safety.
- Salesflow 与 Waalaxy 的对比: Waalaxy is cheaper and simpler; Salesflow scales better for sales teams and agencies.
- Salesflow 与 Dux-Soup: Dux-Soup costs less but needs your computer on; Salesflow runs linkedin outreach in the cloud.
- Salesflow 与 Meet Alfred: Both add email outreach; Salesflow keeps cleaner campaign management for growing start ups.
- Salesflow 与 Apollo io 的比较: 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:
- ✅ 活动
- ✅ Customized Client Access
- ✅ Safe Automation
- ✅ Sequences
- ✅ Lead List
- ✅ Inbox
- ✅ 白标
- ✅ Workflow
- ✅ Secure Account Management
下一步: 选择一项功能,立即试用。
Most people start by creating their first campaign.
只需不到5分钟。
常见问题解答
Salesflow 靠谱吗?
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.
Salesflow是如何运作的?
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.
Salesflow 的费用是多少?
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.
如何使用 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.













