# A New Way to Visualize HubSpot Workflows: June 2026 Howly Updates

# A New Way to Visualize HubSpot Workflows: June 2026 Howly Updates

Five things shipped this month, and most of them came directly from agencies and consultants working across crowded portals. The headline is a new way to visualize every workflow connection at once, built for portals with two or three hundred workflows where the old view became hard to read. Alongside it: a workflow planning tool that lets you draft a workflow and see its connections before anything goes live in HubSpot, advanced filters by object type and action type, one-click portal switching, and four new MCP tools.

Christian walks through all of it in the video below. The written breakdown follows.

%[https://www.youtube.com/watch?v=bKifoC1FyWU] 

* * *

## Workflow planning: see the blast radius before you build

Most workflow mistakes are connection mistakes. You set a property, and three other workflows you forgot about start firing on that value. The damage is already done by the time you notice.

Workflow planning closes that gap. You add a planned workflow to the canvas as a draft, configure it the way you would in HubSpot, choosing object type, enrollment trigger, and actions, and Howly draws the connections in real time against your live portal.

The example in the video: a planned contact workflow, triggered by a form submission, with one action that sets lifecycle stage to MQL. The moment that value is set, the canvas shows three existing workflows that enrollment would trigger. Two are inactive. One is active and starts firing immediately. You see all of that before the workflow exists.

Every property in the planning tool is pulled live from the connected portal, so the options you're choosing from are contextual and real, not a generic list. You can set a property, enroll into another workflow, send an email, add to a list, or create a task, and every resulting connection renders on the canvas.

Draft it. See what it touches. Then go build it in HubSpot knowing the blast radius.

* * *

## The all-connections view: every connection at once

Howly has always shown the full picture of how your workflows connect, the dependency map across the whole portal. On a dense portal, that picture gets hard to read.

The new all-connections view adds a routed layout. Toggle it on and you get two ways to render the dependency map: **routed connections**, which is far easier to read when you have two, three, or four hundred workflows on the canvas at once, and **direct connections**, the existing straight-line view.

Neither replaces the other. Routed is the better default for visualizing a large portal in one pass. Direct is there when you want it. This came straight from agency partners who needed to see everything at once without losing the thread, and you now choose the view that fits the portal in front of you.

* * *

## Advanced filters: status, object type, and action type

When you open a client portal for the first time and it has 300 workflows, the first question is always the same. What is actually in here. Advanced filters answer it.

Filter by status first to separate active workflows from inactive ones. Then narrow by object type: Contacts, Companies, Deals, Tickets, and any custom objects. Then filter by trigger and action type to get to the specific behavior you're chasing.

In the video, active contact workflows narrow from the full portal down to 18. From there, filtering by property enrollment on lifecycle stage with the value MQL surfaces the single active workflow setting that value. Switching the value to customer surfaces three. That's the level of granularity that makes a real audit possible: not "what workflows exist," but "what is setting this property to this value, and what does it touch."

* * *

## Portal switching: one click between portals

If you manage five or six client portals, logging in and out is a tax you pay all day. Portal switching removes it.

Hover over the HubSpot connection indicator, click Switch Portal, pick the portal, and you're in. Connections, filters, and the all-connections view are all available immediately. It loads in a few seconds. For agencies and consultants moving between portals while auditing and mapping, this is the difference between a clean workflow and a constant interruption.

* * *

## Four new MCP tools: query your portals from Claude

The Howly MCP lets you ask Claude about your HubSpot workflows directly, and four new tools extend what you can ask. The same ease of switching portals inside Howly now applies to querying them through Claude.

Ask Claude about issues in a portal and it queries Howly directly to return workflow issues and portal health. In the video, the portal scores 80 out of 100, with 99 total issues across 67 workflows: broken enrollments flagged as critical and to be fixed first, 33 warnings covering duplicate actions, duplicate workflows, and stale workflows, then informational items including 37 orphaned workflows, 26 inactive workflows, and three empty workflows. (The demo portal was deliberately broken to show the full range.)

Ask for detail and Claude builds an action plan: what to fix first, a direct link to each workflow, what each one does, and where the real risks are. The clearest example is multiple active workflows setting the same property to the same value, the kind of conflict that's nearly invisible in HubSpot's native UI. From there you can jump straight into the Health Checker, click a flagged workflow, and open it in HubSpot to clean it up.

Claude gives you the order of attack. Howly gives you the link. The cleanup happens in HubSpot.

* * *

## Frequently asked questions

**What does the workflow planning tool actually do?** It lets you create a draft workflow on the Howly canvas, choosing object type, enrollment trigger, and actions exactly as you would in HubSpot, and see every connection that workflow would create against your live portal before you build anything. Properties are pulled live from the connected portal, so when you set a value like lifecycle stage to MQL, Howly shows you which existing workflows that value would trigger. It's a way to check the blast radius of a workflow before it exists. Howly remains read-only and does not create or change anything in HubSpot.

**What's the difference between routed and direct connections in the all-connections view?** Both show the same dependency map; they render it differently. Direct connections draw straight lines between connected workflows, the original Howly view. Routed connections lay the lines out so they're easier to follow when many workflows are on the canvas at once. On a portal with two to four hundred workflows, routed is the more readable option. Direct is better when you're working with a smaller set or building a specific map by hand. You toggle between them at the bottom of the canvas.

**Can I filter workflows by what property they set or enroll on?** Yes. Advanced filters let you narrow by status, then object type, then trigger and action type. Under property enrollment you can search for a specific property such as lead status, lifecycle stage, pipeline, or deal stage, and then a specific value, and Howly shows only the workflows matching that exact condition. This is how you answer questions like "what is setting lifecycle stage to customer" during an audit, rather than scrolling a list of every workflow in the portal.

**How do I switch between client portals in Howly?** Hover over the HubSpot connection indicator and click Switch Portal, then select the portal you want. It loads in a few seconds, with no logging in and out. A single Howly agency account supports unlimited client portal connections, so the workflow is built for consultants and agencies moving between portals throughout the day.

**What can I ask Claude through the Howly MCP?** You can ask about workflow issues and portal health across your connected portals, and Claude queries Howly directly to answer. It returns a health score, a categorized breakdown of issues (critical items like broken enrollments, warnings like duplicate and stale workflows, and informational items like orphaned and inactive workflows), and, when you ask, a prioritized action plan with direct links to each workflow. The AI Audit is powered by Claude. Howly stays read-only throughout; the fixes themselves happen in HubSpot.

* * *

## Summary

Three things to take from this release. First, you can now draft a workflow and see exactly what it connects to before it goes live: the blast radius, before you build. Second, dense portals are far easier to read, with a routed all-connections view and advanced filters that narrow to a specific property and value. Third, working across multiple client portals is faster, whether you're switching portals inside Howly in a click or querying them through Claude with the new MCP tools.

[Howly](https://howly.io) is read-only and connects to your portal via OAuth in seconds. To see your own dependency map and try workflow planning on a live portal, connect your portal and start a 7-day free trial, no credit card required.

* * *

*Howly is a read-only HubSpot workflow mapping and audit tool. It maps workflow connections, flags structural issues, and shows the impact of property changes before you make them. Used by RevOps teams and HubSpot agencies managing complex portals at scale.*
