You get hired to fix a HubSpot portal – but first you need to understand it. That understanding phase used to eat the first day or two of every engagement. Entflow compresses it to under an hour: connect via OAuth, sync, and you have a complete visual map, conflict list, and health scores ready before your first client call.
Rated 5.0 out of 5 on the HubSpot Marketplace · 3 reviewsConnect via OAuth – Entflow never modifies existing client data, which clients love – wait for the sync, and you have a complete visual map of every workflow in the portal. No more spending the first two days clicking through 80 workflows one by one trying to piece together how things connect. The dependency map shows cross-enrollments, shared properties, lifecycle stage chains, and conflict alerts as soon as the sync finishes. What used to take a day is ready before the call.
Run an audit on the client's portal and download it as a print-ready PDF, on A4 or Letter, or as a DOCX. The report is a deterministic rollup of what Entflow already knows: every workflow's A-F grade from local scoring, Cleanup issues, conflicts, recent changes, and the deep AI analysis you've already run in the Analyst. The audit itself makes no new AI calls. Findings are rated by severity and each comes with a specific fix. Package it into your audit and you've turned a tool subscription into a billable deliverable – specific findings about the client's own portal, not a generic best-practices document. On every agency plan, once your company name is set under Audit branding, the PDF carries your name, logo and accent color instead of ours, and the DOCX names you as the preparer.
Use the canvas to annotate the workflow map with ownership notes, decision history, and team assignments. Export it as an A3 PDF or a PNG and include it in your deliverable. The client gets a visual architecture document they can reference long after your engagement ends. When something breaks six months later – and it will – they call you back because you're the one who documented it and understand it.
Client portals are usually full of conflicts, notifications sent to owners who may not exist, and workflows nobody remembers building. Entflow's Cleanup queue lists every open issue from the last sync, one card per workflow, worst first, so you open each workflow once and fix everything in it. Each issue explains what's wrong and suggests a fix, and each card carries the workflow's grade, one click from its details, the map and HubSpot. You make each fix in HubSpot, where the client can see it, then mark the issue resolved. Entflow never changes the client's workflows.
The discovery and audit phase used to be the most time-consuming part of any engagement. Entflow compresses it dramatically – one sync and you have the full picture. That means you can take on more clients, quote fixed-price audits with confidence, and deliver faster without burning senior ops hours on inventory work. Local scoring, Cleanup and conflict detection run on every sync, and deep AI analysis is there for the workflows that need a closer look, so your team can focus on strategy and the changes that actually move the needle. Agency plans are billed once, at the account level, for 3, 10 or 30 client portals.
Connect a client portal, get a fresh map and analysis. Disconnect from Settings when the engagement ends – if you're the portal's last user, its synced data is deleted with it. Each portal is fully independent – its own sync history, conflict list, canvas, and changelog. Switch between client portals in the top nav without signing out. Agency plans add centralised billing for your whole client roster, capped portal counts (3, 10 or 30) so you can pick the size that fits your book, and white-label audit reports – see the agency pricing page for the full breakdown.
More ways Entflow helps you stay on top of your HubSpot workflows.
Connect via OAuth, sync once, and you have a complete visual map, conflict list, and health grades before your first client call.