Kanopee Help

Find answers about setting up Kanopee, connecting HubSpot and building, publishing and troubleshooting workflows.

Getting Started

Set up Kanopee and understand the basics of creating and publishing workflows.

Connect Kanopee to HubSpot, keep metadata in sync, and resolve missing HubSpot configuration.

Resolve common workflow, metadata and validation issues.

Understand Kanopee Free and Pro and the limits that apply to each plan.

Create, manage, publish and monitor Kanopee workflows.

Install Kanopee workflow templates and configure them for your HubSpot portal.

Choose when workflows should start based on HubSpot events and changes.

Run workflows on schedules and control workflow timing.

Choose what Kanopee should do after a workflow starts.

Add conditions, branches and timing logic to workflows.