Activate every Trickle feature in 24 minutes.

1. Go to the install page and click Install free (or open App → Settings and click Connect HubSpot).
2. You'll be redirected to HubSpot. Pick the portal and click Connect app.
3. You're returned to /app. The HubSpot connected badge in the top-right confirms install.

1. HubSpot → Automation → Workflows → open any workflow.
2. Click + to add an action → Custom apps → Trickle: Throttle workflow processing.
3. Configure the fields (see chapter 3) → Save.
4. Turn the workflow On.

Which records does it work on?

The action is available in workflows based on Contacts, Companies, Deals and Tickets. Your records don't need any special data. Trickle only reads a property when you fill in a field that points to it:

If a record has no value for the property (for example no score), Trickle doesn't skip it. It goes in the normal line and is released at the normal pace.

Example: Batch size 50, Delay 10, Minutes, Steady = 300 records per hour, or up to 7,200 per day. Your plan's daily limit still applies (chapter 13).

Pause releases during a window each day. Set Quiet hours start and end as whole hours 0–23 (e.g. start 20, end 7 = pause 8pm–7am), plus Quiet hours timezone (default UTC). Both start and end must be filled for quiet hours to apply. Records held during quiet hours resume when the window ends — nothing is dropped.

Records are sorted into high, normal, or low lanes, and each batch is split by lane weight.

1. Priority score property: internal name of a numeric property (default hubspotscore).
2. High-priority score threshold: records with a score ≥ this go to the high lane. Blank = everyone is normal lane (no prioritization).
3. Lane weights: share of each hour's releases per line, default High 60 / Normal 30. They don't need to add up to 100 because they're proportions. The low line isn't used yet.

Set Territory property to an internal property name (e.g. country, state) and Per-territory hourly cap to a number (e.g. 100). No single territory gets more than that many records per hour. Leave the cap blank for no limit.

Set Per-owner hourly cap (e.g. 20) to limit how many records per HubSpot owner (hubspot_owner_id) are released per hour. Great for task-assignment workflows. Leave blank for unlimited.

Re-enrollment is painful, so roll out in stages:

1. Create a static list of 10–20 internal/test contacts (your team's emails).
2. Clone your real workflow, set enrollment to only that list, and put Trickle right before the step you want paced (e.g. the email send).
3. Use Steady mode, Batch size 5, Delay 1 Minutes. Leave all optional fields blank.
4. Turn it on and watch /app/queue: you should see 5 released, then 5 more about a minute later. In HubSpot, records sit on the Trickle step until released, then continue to the next action.
5. Add one optional feature at a time (quiet hours, lanes, caps) and re-test with the list.
6. When happy, set your real pace and switch enrollment to the full audience. Start with a smaller segment (e.g. a few hundred) before the full database.

1. HubSpot → Settings (gear icon, top-right).
2. Objects → Contacts → Record customization.
3. Pick the view → Customize the middle column → + Add cards.
4. 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).

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.

1. Open /app/settings → Slack section → Connect Slack.
2. Pick the channel for digests.
3. Choose digest time (UTC) and toggle the events you want: daily summary, cap-hit alerts, errors.

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.

Manage on /pricing. You get an email and an in-app warning at 80% and 100% of each limit. At a limit, records wait safely on the Trickle step in HubSpot and continue when it resets (midnight UTC for daily, the 1st of the month for monthly), so nothing is dropped. Paid plans can turn on Auto-upgrade in App → Settings → Billing: when a limit is hit, Trickle moves you to the next plan right away (prorated) so workflows never pause.