> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot on Vortex IQ

> Monitor email revenue and deliverability for HubSpot, catch broken automations early, and keep lifecycle marketing accountable to store outcomes.

Monitor email revenue and deliverability for HubSpot, catch broken automations early, and keep lifecycle marketing accountable to store outcomes.

[Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=hubspot)

<CardGroup cols={5}>
  <Card title="74">
    performance signals
  </Card>

  <Card title="7">
    automated checks
  </Card>

  <Card title="0">
    prepared fixes
  </Card>

  <Card title="16">
    proven workflows
  </Card>

  <Card title="424">
    API operations
  </Card>
</CardGroup>

<Tabs>
  <Tab title="Overview">
    ### What you can achieve

    Capabilities are grouped around merchant outcomes, not API terminology.

    <CardGroup cols={2}>
      <Card title="Run operations">
        Monitor orders, fulfilment, delivery and settlement.
      </Card>

      <Card title="Protect revenue">
        Find failures, leaks and risks before they cost sales.
      </Card>

      <Card title="Grow revenue">
        Improve discovery, conversion, campaigns and repeat purchase.
      </Card>

      <Card title="Control risk and change">
        Keep tracking, access and change under governed control.
      </Card>

      <Card title="Customer experience">
        Find storefront, speed, accessibility and journey problems.
      </Card>
    </CardGroup>

    ### From connection to verified outcome

    The controlled sequence every capability follows. Nothing changes a connected system without the approval step.

    <Steps>
      <Step title="Connect">
        Authorise the source. Scopes are shown before access is granted.
      </Step>

      <Step title="Monitor">
        Watch the signals against your own baselines, not universal defaults.
      </Step>

      <Step title="Detect">
        Run checks and gather evidence specific to your store.
      </Step>

      <Step title="Recommend">
        Explain what happened, why it matters and the proposed action.
      </Step>

      <Step title="Approve">
        You review scope, risk and reversibility before anything changes.
      </Step>

      <Step title="Execute">
        Apply through governed connector operations.
      </Step>

      <Step title="Verify">
        Confirm the intended result and keep the receipt.
      </Step>
    </Steps>

    No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls.
  </Tab>

  <Tab title="Monitor (74)">
    ### Monitor performance

    74 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system.

    <AccordionGroup>
      <Accordion title="Run operations (31 signals)">
        | Signal                                    | Alert behaviour    | What it tracks                                                                                                                                         |
        | ----------------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
        | **Active Subscribers (Est.)**             | Watch only         | Estimated subscribed, reachable contacts.                                                                                                              |
        | **Active Workflows**                      | Watch only         | Active Workflows from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce against Hub |
        | **Average Deal Cycle (days)**             | Watch only         | Average Deal Cycle (days) from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce agains |
        | **Companies**                             | Watch only         | Companies from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data.  |
        | **Contact Lifecycle Stage Distribution**  | Watch only         | % of contacts at each lifecyclestage (subscriber/lead/MQL/SQL/opportunity/customer/evangelist). Shapes funnel investment.                              |
        | **Deal Pipeline by Stage**                | Watch only         | Open deal value grouped by dealstage. Surfaces stage-bottlenecks visually.                                                                             |
        | **Deal Win Rate (30d)**                   | Merchant rule      | % of closed deals that were won. Below 20% = either deal-qualification problem OR pipeline noise from unqualified leads.                               |
        | **Deals Closing This Month**              | Watch only         | Deals Closing This Month from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against |
        | **Deals Closing in Next 14 Days**         | Watch only         | Deals Closing in Next 14 Days from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce ag |
        | **Email Open Rate**                       | Alert band 25 / 15 | Share of delivered emails opened. iOS Mail Privacy inflates this, pair with click-to-open for a truer read.                                            |
        | **Flow Count Summary**                    | Watch only         | How many automations exist on the account.                                                                                                             |
        | **Flow Status Breakdown**                 | Watch only         | Automations split by status (live, draft, paused).                                                                                                     |
        | **Flow Trigger Types**                    | Watch only         | Automations grouped by what triggers them.                                                                                                             |
        | **Flows List**                            | Watch only         | Every automation and its current status.                                                                                                               |
        | **Form Submissions (30D)**                | Watch only         | Form Submissions (30D) from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against H |
        | **List Health Summary**                   | Watch only         | Total reachable members across all lists.                                                                                                              |
        | **New Contacts (period)**                 | Watch only         | New Contacts (period) from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles ecommerce agai |
        | **Open Deal Pipeline Value**              | Watch only         | Sum of `amount` across all open deals. Top-level CRM health metric - drives forecast.                                                                  |
        | **Pipeline Drop Alert**                   | Watch only         | Pipeline Drop Alert from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubS |
        | **Placed Orders Total**                   | Watch only         | Orders attributed to email in the window.                                                                                                              |
        | **Predictive Contact Score Distribution** | Watch only         | Predictive Contact Score Distribution from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconcile |
        | **SQLs (Sales Qualified Leads)**          | Watch only         | SQLs (Sales Qualified Leads) from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles ecommer |
        | **Segments Overview**                     | Watch only         | Saved segments and their sizes.                                                                                                                        |
        | **Top 10 Deals by Amount**                | Watch only         | Top 10 Deals by Amount from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against H |
        | **Top Companies by Deal Value**           | Watch only         | Top Companies by Deal Value from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce agai |
        | **Top Customers Without HubSpot Contact** | Watch only         | Top Customers Without HubSpot Contact from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecom |
        | **Top Forms by Submission Volume**        | Watch only         | Top Forms by Submission Volume from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce a |
        | **Top Workflows by Enrolments**           | Watch only         | Top Workflows by Enrolments from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce  |
        | **Total Contacts**                        | Watch only         | Total Contacts from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot d |
        | **Workflow Enrollments (30d)**            | Watch only         | Top workflows ranked by 30d enrollment count. Quick health check on automation activity.                                                               |
        | **Workflow Stopped Enrolling (>24h)**     | Merchant rule      | Alerts for Workflow Stopped Enrolling (>24h).                                                                                                          |
      </Accordion>

      <Accordion title="Grow revenue (27 signals)">
        | Signal                                         | Alert behaviour    | What it tracks                                                                                                                                         |
        | ---------------------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
        | **Campaign Status Breakdown**                  | Watch only         | Campaigns grouped by status (sent, draft, scheduled).                                                                                                  |
        | **Checkout-to-Order Rate**                     | Watch only         | Share of started checkouts that became paid orders.                                                                                                    |
        | **Click-to-Open Rate**                         | Alert band 10 / 3  | Clicks as a share of opens, engagement quality independent of open-rate inflation.                                                                     |
        | **Conversion Rate**                            | Watch only         | Orders as a share of emails sent. Ties send volume to revenue.                                                                                         |
        | **Deal Close-Won Without Matching Ecom Order** | Merchant rule      | Revenue-recognition gap - sales marks deal won but no ecom transaction posts. Either CRM data entry error or ecom integration drift.                   |
        | **Deals Stuck >30d in Current Stage**          | Merchant rule      | Deals with hs\_lastmodifieddate >30d ago = stalled revenue. Either close or kill.                                                                      |
        | **Email Click Rate**                           | Alert band 3 / 1   | Share of delivered emails that earned a click. The clearest engagement signal.                                                                         |
        | **Email Send Volume (trend)**                  | Watch only         | Email Send Volume (trend) from HubSpot, grouped under Email & Marketing. Computes when a live HubSpot integration is connected; reconciles ecommerce a |
        | **Email Unsubscribe Rate**                     | Alert band 0.5 / 2 | Email Unsubscribe Rate from HubSpot, grouped under Email & Marketing. Computes when a live HubSpot integration is connected; reconciles ecommerce agai |
        | **Engagement Funnel**                          | Watch only         | Sent to delivered to opened to clicked, showing where engagement drops off.                                                                            |
        | **Lead → MQL Conversion %**                    | Watch only         | Lead → MQL Conversion % from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles ecommerce ag |
        | **List Count**                                 | Watch only         | Number of audiences on the account.                                                                                                                    |
        | **Lists Overview**                             | Watch only         | Every audience with its member count.                                                                                                                  |
        | **MQL → SQL Conversion Rate (30d)**            | Merchant rule      | % of marketing-qualified leads advanced to sales-qualified within 30 days. Low = MQL scoring too generous OR sales team not actioning.                 |
        | **MQLs (Marketing Qualified Leads)**           | Watch only         | MQLs (Marketing Qualified Leads) from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles eco |
        | **MQLs Not Advanced After 60d**                | Merchant rule      | MQLs that hit the stage >60d ago but never advanced = cold leads. Re-engagement candidates or pipeline removal.                                        |
        | **Marketing Emails Sent**                      | Watch only         | Marketing Emails Sent from HubSpot, grouped under Email & Marketing. Computes when a live HubSpot integration is connected; reconciles ecommerce again |
        | **Pipeline-vs-Realised Revenue Gap**           | Watch only         | Pipeline-vs-Realised Revenue Gap from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce |
        | **Revenue per Recipient**                      | Watch only         | Revenue divided by emails sent. What each address is worth per send.                                                                                   |
        | **Revenue per Send**                           | Watch only         | Revenue divided by emails sent, the efficiency of each send.                                                                                           |
        | **SQL → Customer Conversion Rate (30d)**       | Merchant rule      | % of sales-qualified leads converted to customer. Cleanest sales-side performance signal.                                                              |
        | **Top Emails by Clicks (90D)**                 | Watch only         | Top Emails by Clicks (90D) from HubSpot, grouped under Email & Marketing. Computes when a live HubSpot integration is connected; reconciles ecommerce  |
        | **Top Lists by Name**                          | Watch only         | Largest audiences by member count.                                                                                                                     |
        | **Total Revenue**                              | Watch only         | Placed-order revenue attributed to email sends. The hero number.                                                                                       |
        | **Total Sends**                                | Watch only         | Total emails sent across campaigns in the window.                                                                                                      |
        | **Workflow-Triggered Commerce Revenue**        | Watch only         | Workflow-Triggered Commerce Revenue from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ec |
        | **Workflows Blocked / Stale**                  | Merchant rule      | Enabled workflows with last\_enrolled\_at >24h ago = trigger criteria broken or contact-property rename. Investigate before next campaign goes out.    |
      </Accordion>

      <Accordion title="Protect revenue (13 signals)">
        | Signal                                      | Alert behaviour    | What it tracks                                                                                                                                         |
        | ------------------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
        | **Bounce Rate**                             | Alert band 2 / 5   | Share of sends that bounced. Rising bounces hurt sender reputation.                                                                                    |
        | **Contact Properties Missing vs Ecom Data** | Merchant rule      | Contact records that exist in HubSpot but missing core CRM properties (name, lifecycle, lead\_status) yet have ecom purchase history. Sync gap to fix. |
        | **Deal Pipeline vs Repeat Ecom Orders**     | Merchant rule      | Repeat customers on ecom side = open expansion opportunities. If HubSpot deals aren't tracking them, sales team is missing the signal.                 |
        | **Delivery Rate**                           | Alert band 98 / 95 | Share of sends accepted by the inbox provider. Below 95% needs attention.                                                                              |
        | **Email Deliverability Drop**               | Alert band 0 / -5  | Email Deliverability Drop from HubSpot, grouped under Nerve Centre. Computes when a live HubSpot integration is connected; reconciles ecommerce agains |
        | **Email Health KPIs**                       | Watch only         | Delivered, bounced and unsubscribed at a glance, your deliverability vitals.                                                                           |
        | **Email-Attributed Commerce Revenue**       | Watch only         | Email-Attributed Commerce Revenue from HubSpot, grouped under Cross-Channel: Revenue at Risk. Computes when a live HubSpot integration is connected; r |
        | **Hard Bounce Spike on Email Send**         | Merchant rule      | HubSpot suspends sends when bounces sustained - escalate to list cleanup.                                                                              |
        | **Lifecycle Stage vs Ecom Revenue**         | Merchant rule      | Reveals lifecycle mis-classification - customers stuck at MQL despite paid orders, or 'customers' with no actual revenue.                              |
        | **MQL → Paid Customer Funnel**              | Merchant rule      | Full MQL → SQL → opportunity → customer (with first ecom purchase) funnel. Drops anywhere expose where the GTM funnel is leaking.                      |
        | **Refund Rate**                             | Watch only         | Share of attributed orders later refunded.                                                                                                             |
        | **Spam Complaint Rate**                     | Merchant rule      | Spam complaints per send. Above 0.1% puts deliverability at risk.                                                                                      |
        | **Unsubscribe Rate**                        | Alert band 0.3 / 1 | Unsubscribes per send. A spike signals list fatigue or off-target content.                                                                             |
      </Accordion>

      <Accordion title="Control risk and change (2 signals)">
        | Signal                    | Alert behaviour | What it tracks                                                                                                                                         |
        | ------------------------- | --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
        | **Workflow Error Spike**  | Watch only      | Workflow Error Spike from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce against |
        | **Workflows With Errors** | Watch only      | Workflows With Errors from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce agains |
      </Accordion>

      <Accordion title="Customer experience (1 signals)">
        | Signal                | Alert behaviour | What it tracks                                                    |
        | --------------------- | --------------- | ----------------------------------------------------------------- |
        | **Checkouts Started** | Watch only      | Checkouts begun from email clicks, where the platform reports it. |
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Audit (7)">
    ### Audit risks and opportunities

    A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail.

    <AccordionGroup>
      <Accordion title="Spam complaint rate > 0.1%">
        **Severity** critical · **Outcome** Protect revenue · **Fix status** Report only

        Spam complaints are the fastest way to damage sender reputation with mailbox providers; a rate this high can get future campaigns throttled or routed to spam even for recipients who never complained, which drags down deliverability for the whole list, not just the segment that complained.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `EM-DEL-002`
      </Accordion>

      <Accordion title="Abandoned-cart flow not live">
        **Severity** high · **Outcome** Protect revenue · **Fix status** Candidate remediation

        Abandoned-cart recovery is usually the single highest-ROI automation in email: high-intent shoppers who nearly bought are contacted at exactly the right moment. Without it they are never contacted at all.

        A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

        Reference: `EM-FLOW-001`
      </Accordion>

      <Accordion title="Bounce rate > 5%">
        **Severity** high · **Outcome** Protect revenue · **Fix status** Report only

        More than 1 in 20 emails is bouncing. Beyond the immediate lost reach, mailbox providers watch bounce rate as a sender-reputation signal, and a rate this high risks future emails, even to good addresses, landing in spam instead of the inbox.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `EM-DEL-001`
      </Accordion>

      <Accordion title="Delivery rate < 95%">
        **Severity** high · **Outcome** Protect revenue · **Fix status** Report only

        More than 1 in 20 emails is not reaching an inbox at all, whether blocked, bounced, or filtered. Every campaign, promotion or transactional email built on this list is reaching a materially smaller audience than the send count suggests.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `EM-DEL-003`
      </Accordion>

      <Accordion title="Welcome flow not live">
        **Severity** medium · **Outcome** Grow revenue · **Fix status** Candidate remediation

        New subscribers are at their most engaged in their first days; without a live welcome flow that window closes unconverted.

        A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

        Reference: `EM-FLOW-002`
      </Accordion>

      <Accordion title="Limited segmentation , fewer than 3 segments">
        **Severity** low · **Outcome** Protect revenue · **Fix status** Report only

        With fewer than 3 segments, campaigns are almost certainly going to the entire list every time, new customers and loyal repeat buyers, engaged subscribers and people who have not opened an email in a year, all treated identically. That flattens response rates and raises the same unsubscribe and spam

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `EM-LIST-001`
      </Accordion>

      <Accordion title="Too many draft flows (> 3) , launch tech debt">
        **Severity** low · **Outcome** Grow revenue · **Fix status** Candidate remediation

        More than 3 automation flows are built but never turned on. Each one represents planned revenue, welcome series, replenishment reminders, win-back campaigns, that is sitting unused; the work to build them already happened, so the only thing standing between the store and that revenue is publishing t

        A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

        Reference: `EM-FLOW-004`
      </Accordion>
    </AccordionGroup>

    #### Build your own automated fixes

    Turn any finding into an automated fix with a Vortex IQ workflow: **over 13,000 read and write operations across more than 200 connectors** are available as building blocks, with approval, verification and rollback on every change.
  </Tab>

  <Tab title="Automate">
    ### Automate approved work

    Vortex IQ is integrated with **97 read** and **327 write** operations across crmobjects, crmobjectassociations, crmobjectassociationdefaults, cmblogauthors, cmblogposts, cmblogtags on HubSpot. Combine them with anything from the **over 13,000 operations across more than 200 connectors** to automate the work in your own words.

    Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution.

    [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=hubspot)

    #### Proven workflow templates (16)

    <AccordionGroup>
      <Accordion title="Back-in-stock Opportunity Queue">
        **For** CRM / lifecycle marketing manager · **Ready to test**

        identifies high-intent customers and prepares consent-safe notifications.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Campaign Preflight Gate">
        **For** CRM / lifecycle marketing manager · **Ready to test**

        validates segment, exclusions, consent, links, stock, offer dates and tracking before send approval.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Deliverability and List Health Guard">
        **For** CRM / lifecycle marketing manager · **Ready to test**

        monitors bounce, complaint, suppression and engagement shifts with safe remediation advice.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Flow Performance Decay Watch">
        **For** CRM / lifecycle marketing manager · **Ready to test**

        detects lifecycle automations whose engagement or revenue has materially deteriorated.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Frequency Pressure Guard">
        **For** CRM / lifecycle marketing manager · **Ready to test**

        identifies over-contacted customers across campaigns and flows.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Segment Drift Monitor">
        **For** CRM / lifecycle marketing manager · **Ready to test**

        flags unexpected audience growth/shrinkage or overlap before it damages sends.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Order Issue Triage">
        **For** Customer service manager · **Ready to test**

        enriches tickets with order, payment and fulfilment context and assigns the right queue.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, Jira Cloud, Microsoft Teams

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Proactive Delay List">
        **For** Customer service manager · **Ready to test**

        prepares, but does not send, customer communications for affected orders.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, Jira Cloud, Microsoft Teams

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Brief Approval Router">
        **For** Content manager · **Ready to test**

        sends briefs to the correct legal, SEO, product and brand approvers based on content type.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, Gemini

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Brief-to-Draft Pipeline">
        **For** Content manager · **Ready to test**

        produces evidence-backed article drafts with sources, brand rules and approval status.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, Gemini

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Campaign Asset Repurposer">
        **For** Content manager · **Ready to test**

        turns an approved core message into channel-specific drafts without auto-publishing.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, Gemini

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Content Calendar Builder">
        **For** Content manager · **Ready to test**

        creates a channel-ready editorial calendar from launches, seasonality and search demand.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, Gemini

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Content Freshness Watch">
        **For** Content manager · **Ready to test**

        finds decaying or outdated pages, explains why they matter and opens refresh tasks.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, Gemini

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Editorial QA Gate">
        **For** Content manager · **Ready to test**

        checks links, claims, tone, formatting, metadata and calls to action before approval.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, Gemini

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Evergreen Refresh Queue">
        **For** Content manager · **Ready to test**

        schedules evidence and date checks for high-value guides.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, Gemini

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>

      <Accordion title="Launch Story Pack">
        **For** Content manager · **Ready to test**

        creates coordinated blog, email and social drafts from verified product information.

        Also available on: Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API)

        Tested alongside: BigCommerce, Shopify, OpenAI, Anthropic, Gemini

        Runs on a schedule or trigger. Any step that changes data pauses for approval, and results deliver to the configured destination with a run receipt.
      </Accordion>
    </AccordionGroup>

    <Accordion title="Browse the operations you can build with">
      | Resource                     | Read operations | Write operations |
      | ---------------------------- | --------------- | ---------------- |
      | crmobjects                   | 5               | 12               |
      | crmobjectassociations        | 3               | 12               |
      | crmobjectassociationdefaults | 0               | 6                |
      | cmblogauthors                | 2               | 3                |
      | cmblogposts                  | 2               | 3                |
      | cmblogtags                   | 2               | 3                |
      | cmhubdbtablerowdrafts        | 2               | 3                |
      | cmpagelandingpages           | 2               | 3                |

      Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.
    </Accordion>

    24 further designed workflows are in validation and become activatable only once proven against a live account. Prototypes are never presented as ready.
  </Tab>
</Tabs>
