“Absolute gamechanger with unmatched visual workflow capabilities that saves hours of manual work!”
Lindsay John
Adoption & Enablement Manager
Introducing Howly Benchmarks: See how your portal health stacks up against industry standards ›
Howly maps workflow connections, flags issues, and shows what will run before you change anything.
Read-only access. Howly cannot edit workflows or CRM data.
Manually checking workflows, spreadsheets, and docs
One clear workflow map
Connect to HubSpot and see your entire workflow system
Monitor workflow health
See which workflows are active, stale, or broken without clicking into each one. As your portal grows, Howly flags the problems and AI turns them into a fix-it list you can act on today.Start free trial ›
Map workflow connections
See how your workflows connect to each other on one map. No more spreadsheets or manual diagrams. Export high-res maps to PDF or Lucidchart to get your team or clients aligned in seconds.Start free trial ›
Preview change impact
Turning off a workflow? Howly shows you everything connected to it first. See what it feeds, what it triggers, and which properties it touches before you make the call.Start free trial ›
Run AI workflow audits
Howly audits your workflows to surface redundant triggers and broken paths. Instantly package workflow context into a structured export for any AI model. Get prioritized action plans and next steps.Start free trial ›
Agencies
Deliver clear audits and documentation by mapping legacy workflows to identify risks. Share visual reports that clients actually understand to demonstrate the ongoing value of your strategic work.
Marketers
Before you update a list or property, see exactly which workflows will be affected. Identify broken nurtures and inactive triggers before they affect your lead handoff or campaign performance.
Partners
Plan and deliver projects with full visibility to scope work accurately. See every dependency before updating logic to ensure a smooth transition during complex portal migrations.
Admins
Keep your workflows organized and reliable by tracking active and inactive automation. Maintain a stable portal as your team and data scale by quickly identifying misconfigured or looping logic.
Portal benchmarks
Compare your health score, active ratio, and workflow issues against other portals your size. Perfect for agencies and admins who need more than a hunch to justify their strategy.See how you compare ›
Secure by design
Howly is an official HubSpot app and Technology Partner, built around HubSpot’s OAuth and API standards. It uses read-only access and never modifies your data, giving full visibility into your workflows without risk.Learn more ›
Getting started
Connecting HubSpot
When you first sign in to Howly, you will be prompted to connect your HubSpot portal. Click Connect HubSpot and you will be redirected to HubSpot's authorization screen. Log in with the HubSpot account that has access to the portal you want to visualize, then grant Howly the requested permissions.Howly uses OAuth 2.0, which means your HubSpot credentials are never stored by Howly. Access is granted through a secure token that HubSpot issues directly.Once authorized, you will be redirected back to Howly and your workflows will begin loading automatically.
Connecting HubSpot
Howly fetches your workflows from HubSpot when you first connect and caches them for your session. If you make changes in HubSpot and want to see them reflected in Howly, refresh the page, or click the refresh button. The data will sync fresh from HubSpot at the start of each new session.Howly pulls all workflows from your portal regardless of status or object type, including active workflows, inactive workflows, workflows with no actions, and archived automations that are still visible through the API.The 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
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.
Plans and Limits
Free Trial: New accounts start with a 7-day trial that gives access to the core workflow map, detail panel, search, filters, connections, Impact Analyzer, and Recent Changes. Pro features including the Health Checker, Benchmarks, all export formats, and AI Export require a paid subscription.
Howly Pro: After the trial period, a Pro subscription is required to continue using Howly. Pro unlocks the full feature set including the Health Checker, PDF audit report, Benchmarks, all canvas export formats, and AI export.
Workflow Map
Reading the Map
When your portal loads, every workflow is displayed on the canvas as a card. Cards are organized by object type, with section labels grouping Contacts, Deals, Companies, Tickets, and any custom objects.Each card shows the workflow name, its object type, and a status indicator in the top corner:🟢 Green dot - The workflow is active and enrolling records
🔴 Red dot - The workflow is inactive and not running
🟣 Purple dot - The workflow has connections to other workflowsCards with connections between them are linked by lines on the canvas. The type of connection is indicated by the line style and a label.Watch: How to Navigate within Your Howly Workspace | 4:55 overview video
Active and Inactive Workflows
Active workflows are displayed at full opacity. Inactive workflows are displayed at reduced opacity so you can visually distinguish what is running from what is turned off. When you apply a filter or search, inactive workflows that match your criteria are also shown at full opacity so nothing gets lost.
Connections and Connection Types
Howly automatically detects three types of relationships between workflows and draws them as connecting lines on the canvas:
Direct enrollment - One workflow has an "Enroll in workflow" action that explicitly sends a record into another workflow. This is the most explicit type of connection and is shown as a direct line between the two workflow cards.
List-based connections - One workflow adds or removes records from a HubSpot list, and another workflow uses that list as an enrollment trigger. Howly detects this relationship and draws a connection between the two, labeling it with the list name.
Property-based connections - One workflow sets a property value on a record, and another workflow is triggered when that property meets a specific condition. Howly identifies these chains and connects the workflows, labeling the connection with the property and value involved.
When you click a workflow on the canvas, Howly highlights that workflow and dims everything that is not directly related to it. Connected workflows remain at full opacity. This makes it immediately clear how a given workflow fits into the larger automation picture in your portal.
Search and Filters
Search: Press the / key anywhere on the canvas to open the search overlay. Type any part of a workflow name to filter the canvas in real time. Press Escape to close search.Filters: The filter toolbar at the top of the canvas lets you narrow workflows by:
Status - All, Active, or Inactive
Object type - All, Contacts, Companies, Deals, Tickets, or custom objects
Trigger type - Filter by what causes enrollment, such as property change, form submission, list membership, date-based, event-based, and more
Action type - Filter by what the workflow does, such as setting a property, sending an email, enrolling in another workflow, and others
Filters can be combined. All active filters persist when you refresh the page so your view is restored when you return. When no workflows match the active filters, the canvas shows a message indicating there are no results. Clear or adjust your filters to see workflows again.
Keyboard Shortcuts
/ - Open workflow search
Escape - Close search or overlay
Scroll - Zoom in and out on the canvas
Click and drag (canvas background) - Pan around the canvas
Click and drag (workflow card) - Move a workflow to a new position
Canvas Lock
The lock button in the bottom toolbar prevents workflow cards from being accidentally dragged while you are exploring the map. When the canvas is locked, you can still pan, zoom, and click workflows, but their positions cannot be changed. The lock state persists between sessions.
Position Auto-Save
The position of every workflow card on your canvas is automatically saved to your account. When you return to Howly, your layout is restored exactly as you left it. If you want to reset all positions back to the default grid layout, use the Reset layout option in the toolbar, which reorganizes all workflows into a clean automatic arrangement.
Workflow Detail Panel
Opening the Detail Panel
Click any workflow card on the canvas to open the detail panel on the right side of the screen. The panel shows the full contents of that workflow: its name, status, object type, enrollment count, and the date it was last modified in HubSpot.Click anywhere outside the panel, or click the same workflow again, to close it.
Triggers
The Triggers section shows what causes a record to enroll in this workflow. Howly reads the enrollment criteria from HubSpot and formats them into plain language. Examples include:
Contact property equals a specific value
Contact is a member of a named list
A form was submitted
A deal stage changed to a specific value
A date-based condition was met
If a workflow has multiple enrollment triggers, all of them are listed. If no triggers are configured, this is flagged as a health issue.
Actions
The Actions section shows every step the workflow performs, in order. Each action is described in plain language rather than raw API identifiers. This includes:
Property updates (what property is being set and to what value)
Email sends (the email or template being sent)
Delays (how long the workflow waits before continuing)
Branching conditions (what property or criteria the branch evaluates)
Enrollments into other workflows (which workflow is being triggered)
Task creation, notifications, and other HubSpot actions
Delays are shown in human-readable units (minutes, hours, or days). Branches show the conditions being evaluated and the different paths a record can take.
Upstream and Downstream Connections
At the bottom of the detail panel, Howly surfaces which workflows connect to the one you are viewing.
Upstream (starts this workflow) shows workflows that feed records into the current one, whether through direct enrollment, a shared list, or a property value chain.
Downstream (started by this workflow) shows workflows that this one feeds records into through those same three connection types.
Each connection includes the mechanism: the list name, the property and value, or the direct enrollment action. Clicking any connected workflow in this section navigates directly to that workflow's detail panel.If a workflow has no upstream or downstream connections, it appears on the canvas with a green dot rather than purple and is flagged as an orphan in the Health Checker.
Deactivation Impact
The detail panel indicates when a workflow is connected to others downstream. If you are considering turning off a workflow in HubSpot, reviewing the downstream section first shows you which other automations depend on it, either for enrollment or through shared list or property logic. Deactivating a workflow that feeds into others can break enrollment chains and trigger the Broken Enrollments flag in the Health Checker.
Health Checker
Health Checker
The Health Checker analyzes every workflow in your portal and produces a score from 0 to 100. The score reflects how much of your portal is free from structural issues.The color of the score indicates its range:
Green - 70% or above. Your portal is in good shape.
Amber - 50 to 69%. There are issues worth addressing.
Red - Below 50%. Your portal has significant structural problems.
The score is calculated based on the number of workflows affected by warnings. Each workflow flagged with an issue reduces the overall score. Informational flags are surfaced for awareness but carry no scoring penalty.Watch: How to Navigate within Your Howly Workspace | 4:55 overview video
Warnings:
Stale Workflows - A workflow has not been modified in over 6 months. It may be outdated or no longer relevant to current business logic.
Orphan Workflows - An active workflow has no connections to any other workflows and is not part of any chain. It may be redundant or forgotten.
Empty Workflows - A workflow is configured with no actions. Records may be enrolling into it with nothing happening.
Informational:
Inactive Workflows - Workflows that are currently turned off, surfaced for inventory and awareness.
Possible Duplicates - Workflows with similar names that may indicate redundancy or accidental duplication. Consider consolidating if they serve the same purpose.
Each issue in the Health Checker is clickable. Clicking a workflow name within an issue category jumps directly to that workflow on the canvas.
PDF Audit Report
Available on Howly Pro. Click Export report in the Health Checker to generate a PDF audit document. The report includes:
Your portal's health score
A complete breakdown of every issue found, organized by category and severity
A full workflow inventory grouped by object type
A benchmarks page showing how your portal compares to similar portals
The PDF is formatted for sharing with clients, stakeholders, or internal teams who may not have access to Howly directly.
Benchmarks
Available on Howly Pro. The Benchmarks panel compares your portal's metrics against real data from similar-sized HubSpot portals. Your portal is automatically placed into one of four tiers based on your total workflow count:
Small - 1 to 25 workflows
Medium - 26 to 75 workflows
Large - 76 to 200 workflows
Enterprise - 200 or more workflows
Within your tier, your portal is compared on ten metrics: health score, total workflow count, active workflow ratio, stale workflows, orphan workflows, circular dependencies, broken enrollments, empty workflows, possible duplicates, and average actions per workflow.For each metric, Howly shows where your portal falls relative to the 25th percentile, median, and 75th percentile of comparable portals. A visual bar plots your position across this range, and a comparison table shows the exact numbers side by side.
Impact Analyzer
What It Surfaces
The Impact Analyzer scans every workflow in your portal and builds a complete map of every HubSpot property that is referenced anywhere across your automation. This includes:
Properties used as enrollment triggers
Properties evaluated in branching conditions
Properties being set or updated by workflow actions
Results are organized by property category (Contact properties, Deal properties, Company properties, and so on) and ranked by how many workflows reference each property.Watch: Using the Impact Analyzer in Howly | 5:08 overview video
How to Use It
Open the Impact Analyzer from the toolbar. Use the search bar to find a specific property by name. When you select a property, the panel shows every workflow that references it and the role that property plays in each one, whether it is being read as a trigger condition, used in a branch, or written to as an action.Click any workflow name in the results to navigate directly to that workflow's detail panel on the canvas.The primary use case is change impact assessment. Before renaming a property, deprecating it, or changing its values in HubSpot, run it through the Impact Analyzer to see exactly which workflows would be affected. For high-use properties this can reveal a significant blast radius that is not obvious from looking at individual workflows.
Recent Changes
What It Tracks
The Recent Changes panel shows every workflow in your portal that has been modified in the last 30 days, based on the last-updated timestamp HubSpot returns for each workflow.
How It Works
Open Recent Changes from the toolbar. Workflows are grouped by date, with the most recent changes first. Groups are labeled Today, Yesterday, and then by calendar date for older changes. The exact modification time is shown for each entry.Click any workflow in the list to navigate directly to it on the canvas and open its detail panel. This makes it easy to quickly review what changed across your portal after a busy week, before a handover, or during an audit.Recent Changes is purely read-only. No edits are made through Howly. All modifications happen inside HubSpot.
Exports
PDF Canvas Export
Exports the current state of your workflow canvas exactly as it appears on screen. The PDF is formatted in landscape orientation and includes a header with the title "HubSpot Workflow Map," a Howly.io attribution, and the date of generation.The canvas image fills the PDF at the highest quality available, preserving your current layout, zoom level, and all visible connections. Controls, the minimap, and sidebars are excluded from the export.Use this format for presenting a high-level map of your portal to clients or leadership.
PNG Canvas Export
Exports the current canvas view as a PNG image file. Like the PDF export, it captures exactly what is visible on screen at the moment of export.Use this for embedding your workflow map in slides, documents, or reports.
LucidChart Export
Exports your workflow map as a BPMN file, which LucidChart can import directly. Each workflow becomes a task element in the diagram, preserving its name, status, object type, triggers, and actions as metadata. Connections between workflows are exported as sequence flows with labels indicating the connection type.After exporting, import the .bpmn file into LucidChart using the standard import option. This gives you a fully editable version of your workflow map inside LucidChart for further diagramming, annotation, or sharing with teams that work in that environment.
AI Analyzer
What It Is
AI Export packages your entire portal's workflow data into a single structured text document and copies it to your clipboard, ready to be pasted into any AI tool such as ChatGPT, Claude, or any other large language model.
What It Includes
The exported document is organized into sections:Portal overview - Total workflow count, active vs. inactive breakdown, and a summary of the connection map.Workflow inventory - Every workflow in your portal, grouped by object type. For each workflow, the document includes:
Name and current status
Last modified date
Enrollment trigger descriptions in plain language
Every action, in order, described as a readable step
Upstream and downstream connections, including the list name or property involved
Any health issues detected by the Health Checker
Connection map - A complete list of every workflow-to-workflow relationship in the portal, showing the source workflow, the destination workflow, and the mechanism connecting them.Most-used properties - A list of the most frequently referenced HubSpot properties across all workflows, drawn from the same data that powers the Impact Analyzer.
How to Use It
Click AI Export in the toolbar. Howly assembles the document from your currently loaded workflow data and copies it to your clipboard. Paste it into any AI conversation and follow it with your question or task.Common uses include asking an AI to identify redundant automations, suggest optimizations, explain what a specific workflow chain does in plain English, or help draft documentation for a client handover. Because the export includes the full structure of every workflow and all their relationships, the AI has enough context to give meaningful, portal-specific answers rather than generic advice.Watch: How to Audit HubSpot Workflows in Minutes Using AI | 4:22 overview video
Last updated: April 14, 2026By accessing or using Howly, you agree to be bound by these Terms of Service. If you do not agree to these terms, you may not access or use the service.
1. Ownership & Operator
Howly is owned and operated by Christian Baun Consulting, a corporation registered in Canada. All rights, title, and interest in and to the service remain the exclusive property of Christian Baun Consulting.
2. Eligibility & Access
To use Howly, you must:
Be at least 18 years of age.
Possess the legal authority to connect third-party applications to your (or your client’s) HubSpot portal.
Ensure that your use of the service complies with all applicable laws and regulations.
3. Data Access & Security
Howly operates on a read-only basis regarding your HubSpot workflow data.
Scope: We access workflow names, triggers, actions, and connections.
Limitation: We do not modify, delete, or write data to your HubSpot portal.
Storage: We do not store your HubSpot workflow data on our servers. Data is fetched solely to render the visual map within your session.
4. Acceptable Use & Restrictions
You are granted a non-exclusive, non-transferable right to use Howly for internal business purposes or on behalf of your direct clients.Prohibited Actions: You agree not to:
Sublicense, resell, or commercially redistribute Howly as a standalone service.
Reverse engineer, decompile, or attempt to extract the source code of the platform.
Use automated systems (scrapers, bots) to extract data from the service.
Interfere with the security or integrity of the platform.
5. Non-Compete & Competitive Use
Access to Howly by competitors or for the purpose of competitive analysis is strictly prohibited. You may not use the service to build a competing product, perform benchmarking, or conduct competitive research without express written consent from Christian Baun Consulting. We reserve the right to terminate any account suspected of violating this provision.
6. Payments & Cancellations
Billing: All paid plans are processed securely via Stripe.
Cancellations: You may cancel your subscription at any time. Upon cancellation, your access will remain active until the end of your current billing cycle.
Refunds: Unless required by law, payments are non-refundable.
7. Limitation of Liability & Warranty
Howly is provided on an "AS IS" and "AS AVAILABLE" basis. While we strive for 100% uptime and accuracy:
We do not warrant that the service will be uninterrupted or error-free.
Christian Baun Consulting shall not be liable for any indirect, incidental, or consequential damages, including loss of data, revenue, or business reputation resulting from your use of the service.
8. Termination of Service
We reserve the right to suspend or terminate your access to Howly at our sole discretion, without notice, if we determine that you have violated these terms or engaged in conduct that harms the platform or its users.
9. Amendments
We may update these terms from time to time. Significant changes will be noted on this page. Your continued use of the service following an update constitutes acceptance of the revised terms.
10. Contact Information
For questions regarding these terms, please contact us at [email protected].
Last updated: April 14, 2026At Howly, we believe in radical transparency regarding your data. This policy outlines exactly what we collect, how we use it, and—more importantly—what we do not do with your information.
1. Data We Access (HubSpot Integration)
When you authorize Howly via OAuth 2.0, we access specific metadata required to visualize your portal.
Workflow Metadata: We pull workflow names, triggers, actions, and connection logic.
Identification: We access your email address to associate your HubSpot portal with your Howly account.
The "No-Store" Rule: We do not store your HubSpot workflow structures or logic on our servers. This data is pulled "on-the-fly" to render your map and exists only within your active session.
2. Data We Never Collect
Howly is designed to be a visualization layer, not a data warehouse. We never access, pull, or store:
CRM Object data (Contacts, Companies, Deals, or Tickets).
Customer lists or contact timelines.
Private notes or sensitive internal communication.
3. How We Use Your Information
We use the limited data we collect for the following purposes:
Service Delivery: To generate and display the visual map of your HubSpot workflows.
Account Management: To manage your subscription, trial status, and login via Supabase.
Communication: To send essential onboarding tips, billing notices, and product updates via Resend.
4. Third-Party Service Providers
We partner with a limited number of sub-processors to run the service. Each is vetted for security:
Supabase: Secure account authentication and user profile management (Email/Login).
Stripe: Secure payment processing. We never see or store your credit card details.
Resend: Transactional email delivery.
Analytics: We use privacy-focused analytics to track basic usage (e.g., page views) to improve the product. We do not use cross-site tracking or advertising cookies.
5. Data Security & Control
Encryption: All data transmitted between HubSpot, Howly, and your browser is encrypted via SSL/TLS.
Revocation: You maintain full control. You can revoke Howly’s access to your HubSpot portal at any time through your HubSpot Integrations settings.
Right to Deletion: If you wish to delete your Howly account and all associated profile data, please contact us.
6. Disclosure of Data
We do not sell, rent, or trade your personal or business data to third parties. We only disclose information if required by law or to protect the safety and rights of Christian Baun Consulting.
7. International Transfers
As a Canadian corporation, your account data may be processed on servers located in the United States or other jurisdictions where our sub-processors (like Supabase or Stripe) operate. By using the service, you consent to this transfer.
8. Changes to This Policy
We may update this Privacy Policy to reflect changes in our practices. We will notify you of any significant changes by updating the "Last Updated" date at the top of this page.
9. Contact Us
If you have questions about your privacy or how we handle your data, please reach out at [email protected].
We’re on a mission to turn portal complexity into a competitive advantage.
faster workflow audits
quicker client discovery
fewer workflow problems
A Note from the Founder
HubSpot is the most powerful tool I’ve ever used to grow a business, but as a portal scales, complexity eventually hits a wall. When you’re managing hundreds of active automations, you can no longer rely on memory alone.We built Howly because automation without visibility is guesswork.I wanted to see exactly what would happen before pushing a change live. Instead of spending hours manually drawing boxes and arrows, Howly gives you a clear map of your business logic in seconds. We aren't here to change how you work, we're here to give you the clarity you need to move faster.If you've ever felt the pressure of managing a high-growth, complex portal, I built Howly for you.Christian Baun
Founder, Howly
Get a 15-minute walkthrough of how we help teams manage HubSpot at scale. We'll show you how to:
Audit your portal health
Benchmark your performance
Map every connection
Predict change impact
Clean up technical debt
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Map, audit and document HubSpot workflows for your clients
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