THIS ARTICLE IS FOR: ✅ Both
Stage: Onboarding / Live
Owner: CS
Last updated: 2025-12-19
TL;DR
Workflows automatically re-run lead exports on a schedule.
They can pull from Saved Filters or past orders.
Each run creates a new export automatically.
You can optionally push leads to CRMs or sending tools.
Once published, workflows run on autopilot.
When you’d use this / Why it matters
Workflows are used when you want to continuously receive fresh leads without manual exports. They’re ideal for feeding CRMs, sending tools, or recurring prospecting systems while saving time and reducing manual work.
What is a workflow?
A ListKit workflow automatically:
Runs a lead export on a set schedule
Uses Saved Filters or Order History as the source
Exports a defined number of leads
Optionally pushes leads into an integration (CRM, sending tool, etc.)
Once published, the workflow runs automatically based on your schedule.
How to create a new workflow
1) Open the Workflows tab
Log into your ListKit account at app.listkit.io.
From the left-side menu, click Workflows.
Click New Workflow (top-right corner).
2) Set the workflow schedule
Click Set Schedule (middle of the screen).
Choose how often the workflow should run.
Example:
Entering 3 means the workflow runs every 3 days.
Each run automatically creates a new order using the same criteria.
3) Rename your workflow (optional)
Click the pencil icon in the top-right corner.
Use a clear name so it’s easy to identify later (e.g. “Weekly SaaS Leads → CRM”).
Choose your lead source
Workflows can pull leads from one of two sources.
Option 1: Saved Filters
Select Saved Filters.
Use the dropdown to choose a previously saved filter set.
How it works:
Each workflow run exports fresh leads that match that saved filter.
Option 2: Order History
Select Order History.
Choose one of your previous orders.
How it works:
The workflow automatically re-runs that exact order on every schedule.
Configure export settings
After choosing the lead source, configure:
Fields to export
Leads per company
Total number of leads per run
These settings apply every time the workflow runs.
Connect integrations (optional)
Click the Integrations button inside the workflow.
Connect a supported tool (CRM or sending platform, such as Smartlead).
What happens once connected:
Each workflow run exports leads automatically
Leads are pushed directly into your connected system
Example:
If connected to Smartlead, every workflow run will:
Export new leads
Add them to your Smartlead campaign
Begin outreach automatically
Publish your workflow
Once everything is configured:
Click Publish.
Your workflow is now live 🎉
Expected outcome:
Leads are exported and delivered automatically on your chosen schedule.
Troubleshooting / FAQs
Does a workflow consume credits?
Yes. Each workflow run places a new export order and uses credits normally.
Can I edit a workflow later?
Yes. You can pause, edit, or republish workflows at any time.
Can I run multiple workflows at once?
Yes. You can create and manage multiple workflows simultaneously.
What if I don’t connect an integration?
Leads will still export—you’ll just download them manually.
Callouts
If ListKit runs campaigns for you (DFY Managed Program)
Workflows are typically used for data access, reporting, or CRM syncing. Check with your Account Manager before automating sending-related workflows.
If you use ListKit self-serve (DIY)
Workflows are ideal for:
Continuously feeding leads into CRMs
Auto-updating sending tools
Scheduled prospecting without manual exports
Expected outcome
You should now be able to:
Create a workflow from filters or past orders
Schedule recurring lead exports
Automatically push leads into connected tools
Eliminate repetitive manual exporting