Help Center

Getting Started

Step-by-step instructions to get up and running.

Step 1

Create your account

Takes under a minute. No credit card needed.

  1. 1Go to hubhorizon.io and click "Get Started Free"
  2. 2Sign up with your email (or sign in if you already have an account)
  3. 3You'll land on your Dashboard — your home base for all connected portals
Step 2

Connect your HubSpot portal

HubHorizon connects via OAuth — we never see your HubSpot password.

  1. 1From your Dashboard, click "Connect HubSpot Portal"
  2. 2Authorize the requested permissions in HubSpot (read access to property schemas and a record sample)
  3. 3Once connected, your portal appears on the Dashboard
  4. 4If you only have one portal, you'll be taken straight to it
Step 3

Run your first analysis

First analysis takes 1-3 minutes. Subsequent runs are faster thanks to phase caching.

  1. 1Click on your portal from the Dashboard (auto-redirect if it's your only one)
  2. 2The analysis runs automatically on first visit — watch the progress indicator
  3. 3You'll land on the Overview tab with your health gauge, key metrics, and quick wins
  4. 4Results are cached for 5 minutes — switching tabs won't trigger a reload
Step 4

Understand your results

Start with the big picture, then drill down.

  1. 1Overview tab: overall Health Score, critical issue count, and top quick wins
  2. 2Diagnostics tab: 7 sections covering Core Health, Data Quality, Properties, AI Readiness, GTM, Workflows, and Sensitive Data
  3. 3Issues tab: diagnostic findings across 6 categories — some have one-click fixes
  4. 4Click any score card to expand or open in a side drawer for details
Step 5

Take action

Turn findings into actual improvements.

  1. 1Recommendations tab opens to Focus view — your top priorities in one place
  2. 2Some issues offer quick-fix buttons (validation rules, association labels) right in the Issues tab
  3. 3Use Property Library to review, approve, and push recommended properties to HubSpot
  4. 4Assign recommendations to team members and track progress in the Activity tab