Welcome to ProofFlow π
This page explains how to get started and make the most of your account.
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Important - About the beta
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TL;DR - Required steps to get started
To start using ProofFlow, you must complete all the steps below:
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- Go to the ProofFlow app
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- Connect ProofFlow to HubSpot
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- Approve the ProofFlow app in HubSpot
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- Add the ProofFlow card to HubSpot contact records
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- Add the Proof Library card to deal records (recommended)
πΒ Once this is done, you can start using ProofFlow with your real HubSpot data.
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First actions in ProofFlow (how-to)