SETUP DOCUMENTATION

Getting Started with Howly

A quick guide to connecting Howly, mapping workflows, and debugging automation faster.

Quick Start1. Go to howly.io
2. Sign in via login or Google
3. Click Connect to HubSpot
4. Approve required scopes
- automation
- oauth
- crm.lists.read
- crm.objects.companies.read
- crm.objects.contacts.read
- crm.objects.deals.read
4. See your workflows across contacts, companies, deals, tickets, and custom objects.

Technical Trust and Compatibility

  • Strictly Read-Only: Howly uses OAuth 2.0 with read-only access. We cannot edit, write, or change anything in your HubSpot portal.

  • Data Privacy: We access workflow metadata such as names, triggers, and connections. We do not store full contact records, list memberships, or sensitive object data.

  • API Performance: Our sync engine batches API calls to respect HubSpot rate limits. It is built to render large portals with hundreds of workflows reliably without disrupting your other integrations.

  • HubSpot Tiers: Compatible with all HubSpot Professional and Enterprise portals.

  • Revocable Access: You remain in full control and can revoke Howly’s access at any time directly from your HubSpot Connected Apps settings.

The First SyncThe first sync takes 10 to 15 seconds depending on workflow volume. For instances with 100 or more workflows, this can take up to 25 seconds. Watch: How to Connect & Navigate Howly | 3:47 overview video

After connecting, Howly automatically detects and visualizes:

  • Workflow triggers and enrollment types

  • Connected workflows

  • Inactive workflows

  • Stale workflows (not updated in 6+ months)

  • Broken connections and logic

  • Dependencies and enrollment paths