Chapter 01 · 2 min read
Install Trickle on your HubSpot portal
- Go to the install page and click Install free (or open App → Settings and click Connect HubSpot).
- You'll be redirected to HubSpot. Pick the portal and click Connect app.
- You're returned to
/app. The HubSpot connected badge in the top-right confirms install.
Verify — In /app/settings the Portal ID and Hub domain are visible, and the Re-register HubSpot action button is enabled.
Chapter 02 · 2 min read
Add the workflow action to a HubSpot workflow
- HubSpot → Automation → Workflows → open any workflow.
- Click + to add an action → Custom apps → Trickle: Throttle workflow processing.
- Configure the fields (see chapter 3) → Save.
- Turn the workflow On.
Verify — Within a few minutes the action card in the workflow shows enrolled records moving through the queue. Open /app/queue to see them in real time.
If the action doesn't appear under Custom apps, open /app/settings and click Re-register HubSpot action, then reload the workflow editor.
Chapter 03 · 3 min read
Every field on the action card, explained
Batch Size
How many records release per batch. Range 1–10,000. Most teams start at 5–25.
Delay Amount + Time Unit
How long to wait between batches. Seconds (max 300), Minutes (max 60), Hours (max 12).
Pacing Mode
Steady, Business hours, Ramp up, or Adaptive. See chapter 4.
Quiet Hours Start / End
UTC hour 0–23. Records pause overnight. See chapter 5.
Score Property
HubSpot contact property used for the priority lane (e.g. hubspotscore). See chapter 6.
Score Threshold
Records ≥ this value jump to the high-priority lane.
Territory Property
HubSpot property used to apply per-territory caps (e.g. country). See chapter 7.
Default Owner Cap
Max records per HubSpot owner per day. Blank = unlimited. See chapter 8.
Chapter 04 · 1 min read
Pacing modes
Steady
Releases batches at a constant rate. Use for transactional or always-on flows.
Business hours
Holds batches outside 9am–5pm in your portal timezone. Use for sales outreach.
Ramp up
Starts slow on day 1, scales to full pace by day 5. Use when warming a new domain or sender.
Adaptive
Auto-tunes batch size to your daily plan limit and reply-rate signals. Use once you have ≥7 days of history.
Set on the workflow action under Pacing Mode. Default is Steady.
Chapter 05 · 1 min read
Quiet hours
Pause sends overnight without splitting workflows. Set Quiet Hours Start and Quiet Hours End on the action (UTC, 0–23). Records queued during quiet hours resume at the start of the next active window.
Verify — In /app/queue, items show ETA = next quiet-window end while paused.
Chapter 06 · 1 min read
Priority lanes
High-value records skip the line. Configure two fields:
- Score Property: a HubSpot numeric property (e.g.
hubspotscore,lead_score). - Score Threshold: records with a value ≥ this enter the high lane and ship before normal-lane records each batch.
Verify — On a contact's CRM card the Lane field shows high or normal.
Chapter 07 · 1 min read
Territory caps
Spread sends fairly across regions. Set Territory Property to any HubSpot property (e.g. country, region). Trickle will round-robin batches across the distinct values seen in the queue, so no single territory monopolizes throughput.
Chapter 08 · 1 min read
Per-owner daily caps
Protect individual reps from inbox overload. Set Default Owner Cap to a number (e.g. 50). Trickle will stop releasing more than that many records per HubSpot owner per UTC day. Leave blank for unlimited.
Verify — When a rep hits their cap, those records show ETA = tomorrow in /app/queue.
Chapter 09 · 2 min read
Install the CRM card on Contact records
- HubSpot → Settings (gear icon, top-right).
- Objects → Contacts → Record customization.
- Pick the view → Customize the middle column → + Add cards.
- Scroll to the Trickle integration → toggle Trickle — pacing status on → Save.
Open any contact: the card shows pacing status, current workflow, lane, ETA, queue position, and live step progress (X pending of Y enrolled · NN% to goal).
Card not in the picker? Open /app/settings → click Re-register HubSpot action. Mobile HubSpot doesn't support card customization — do this once on desktop and the card appears everywhere.
Chapter 10 · 1 min read
Per-workflow analytics
Open /app. The Per-workflow analytics panel shows, for each workflow using Trickle:
- Records enrolled (lifetime)
- Records released to next step
- % to goal (released ÷ enrolled)
- Throughput bar and 7-day trend
Click any workflow row to drill into the queue filtered to that workflow.
Chapter 11 · 2 min read
Slack daily digests
- Open /app/settings → Slack section → Connect Slack.
- Pick the channel for digests.
- Choose digest time (UTC) and toggle the events you want: daily summary, cap-hit alerts, errors.
Verify — Click Send test digest — a sample message appears in the channel within seconds.
Chapter 12 · 1 min read
Onboarding checklist
The checklist on /app auto-completes as you ship each step:
- Connect HubSpot
- Add Trickle to a workflow
- Use the throttle action as a workflow step
- Connect Slack (optional)
- Install the CRM card (optional)
Confetti fires when all required steps complete. Re-trigger by clearing the dismissed flag in the checklist menu.
Chapter 13 · 1 min read
Plans & daily pace limits
Free
200 paced records / day. Unlimited workflows.
Starter — $49/mo
5,000 / day. Slack digests included.
Pro — $149/mo
20,000 / day. Adaptive pacing + priority lanes.
Enterprise — $499/mo
40,000 / day. Owner & territory caps, SSO, dedicated support.
Manage on /pricing. When you hit the daily cap, queued records carry over to the next UTC day — nothing is dropped.
Chapter 14 · 2 min read
Troubleshooting
Records stuck in Pending
Confirm the workflow is On in HubSpot. Check /app/queue for an ETA — if it's tomorrow, you've hit a daily/owner cap.
Action card looks outdated
Open /app/settings → Re-register HubSpot action. HubSpot caches the action definition for ~5 min.
CRM card missing from picker
Re-register (above), then re-open Settings → Objects → Contacts → Record customization.
Google login fails on mobile
Open Cloud → Users → Auth Settings → Google in BOTH Dev and Production environments and ensure managed credentials are enabled.
Need raw event history
Open /app/audit — every release, pause, and cap-hit is logged with timestamp + workflow + record id.
Still stuck?
Email support@trickleflow.app with your Portal ID for the fastest reply.