Getting started with Nexura: what to set up first

Setting up your first workflow in under 10 minutes

The fastest way to see Nexura's value is to get a workflow running on day one. Start with something simple — a lead routing workflow or a follow-up sequence — and use one of the pre-built templates to get it live quickly.

Once you've seen how the pieces fit together, building more complex workflows becomes intuitive. The goal of that first setup isn't perfection — it's familiarity.

Connecting your tools and importing your data

After your first workflow is live, the next priority is connecting your existing tools. Head to the integrations panel and link your CRM and email platform first — these connections unlock the most value early on.

From there, import any existing contact lists or campaign data you want Nexura to work with. The onboarding checklist in your dashboard will guide you through each step, and our support team is available if anything gets stuck.