HubSpot Setup Guide: Get Started with WorkflowGuard

Written by John Alexander | Nov 7, 2025 2:25:46 PM

This guide will walk you through the essential steps to connect your HubSpot account and begin protecting your invaluable workflows with WorkflowGuard's robust version control and monitoring features.

Welcome to WorkflowGuard!

Congratulations on installing WorkflowGuard! We're excited to help you safeguard your HubSpot automations. Let's get your account connected.

Make sure you have the necessary permissions to access workflows in your HubSpot account.

Connect Your HubSpot Account

To begin monitoring your HubSpot workflows, you need to grant WorkflowGuard access to your HubSpot portal. This allows us to read your workflow definitions for versioning and to perform rollbacks when needed.

 

Grant WorkflowGuard Permissions

After clicking 'Connect to HubSpot' in the previous step, you'll be redirected to HubSpot's authorization screen. Here, you'll select the HubSpot account you wish to connect and approve the necessary permissions for WorkflowGuard to operate.

 
 
Your HubSpot Account isConnected!

Great job! Your HubSpot account is now linked with WorkflowGuard. You'll automatically see all available workflows from your connected HubSpot portal. Now, simply select the workflows you wish to protect and begin monitoring.

 
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Manage Your Connected HubSpot Portals

You can always review and manage your connected HubSpot accounts or add a new WorkflowGuard in profile settings. This section allows you to check connection status, disconnect a portal, or reconnect if needed.