Flow is part of the Kardania Loop platform. It works with the same forms, campaigns, contacts, and team as the rest of Loop, so your automations run on the data you already have.
Everything you need to automate follow-up
Visual builder
Design automations on a drag-and-drop canvas. Connect a trigger to a chain of actions and see the whole flow at a glance, no code required.
Form and campaign triggers
Start a flow when someone submits a capture form or a specific campaign form, so every new lead kicks off the right follow-up automatically.
Add to Pulse CRM
Route new submissions straight into Pulse as contacts and opportunities, mapped to the right owner, source, and fields.
Send WhatsApp and email
Reach out the moment a lead comes in, with approved WhatsApp templates (including image headers) and branded email, personalized from the submission.
AI customer enrichment
Let a flow enrich each new contact with AI, so your team starts every conversation already knowing the role, company, and context.
Delays and timing
Add wait steps to space out your follow-up: nudge after an hour, a day, or a week, and let the flow pick back up on its own.
Conditions and branching
Send leads down different paths based on what they submitted, so the right people get the right message.
Built-in reliability
Flows self-protect: broken field mappings auto-pause, repeated failures trip a circuit breaker, and steps are idempotent so nothing fires twice.
How it works
Pick a trigger
Choose what starts the flow, like a capture-form or campaign-form submission.
Add your actions
Drag in steps: add to Pulse, enrich with AI, send WhatsApp or email, wait, or branch on a condition.
Activate and relax
Turn it on and every matching submission runs the flow automatically, with a full execution log for peace of mind.