The Agency’s Secret Weapon: How to Audit & Report on HubSpot Portals
Stop spending hours on manual documentation. Learn how to use Howly.io to deliver visual workflow audits and real-time health reports to your clients.
TL;DR: For agencies, "portal cleanup" is a high-value service that usually takes forever to document. Howly.io automates this by mapping every workflow connection and generating health reports that you can export to PDF or Lucidchart in one click.
How do agencies audit HubSpot workflows faster?
Agencies use Howly.io to get a bird’s-eye view of a client’s automation stack. Instead of clicking into 50+ individual workflows, Howly pulls them into a single canvas. This allows you to identify "spaghetti logic," find broken triggers, and present a professional "before and after" roadmap to your clients without the manual labor of drawing diagrams.
Watch the Agency Reporting Walkthrough
https://www.youtube.com/watch?v=N9cFCww5be0&t
Turn Audits into a Strategic Advantage
Most clients don't understand the complexity of their HubSpot portal until they see it visually. Howly gives you the tools to show them exactly what you’re fixing.
1. Visualizing the "Network"
The All Connections toggle reveals the entire web of a client's automation. While it might look like "spaghetti" at first, you can reorganize the canvas to tell a story—showing how leads move from initial form submission to sales handoff across multiple workflows.
2. Instant Lucidchart & PDF Exports
Stop manual diagramming. Once you’ve organized the client’s workflow map:
Export to Lucidchart: For a 1:1 interactive flowchart.
Export to PDF: For high-res documentation you can attach to your monthly reports.
3. Proactive Maintenance with Health Assistant
Use the Health Assistant to look like a hero. Instantly identify:
Stale Workflows: Automations the client hasn't touched in 6+ months.
Orphaned Workflows: Active "zombie" workflows that aren't connected to anything.
Empty Workflows: Clutter that is safe to delete.
Multi-Portal Management for Modern RevOps
| Feature | How it Helps Agencies |
|---|---|
| Multi-Portal Sync | Switch between client portals in seconds using your Super Admin or Core Seat access. |
| Real-Time Updates | Changes made in HubSpot reflect in Howly instantly. No more outdated spreadsheets. |
| Impact Analysis | Predict the "downstream" consequences of a change before you break a client's portal. |
Frequently Asked Questions
Can agencies manage multiple HubSpot portals in Howly?
Yes. As long as you have the appropriate permissions (Super Admin or Core Seat) in your client's HubSpot instance, you can connect and switch between multiple portals within the Howly dashboard.
How do I document HubSpot workflows for clients?
The most efficient way is to use Howly’s Lucidchart export. It takes your live HubSpot workflow data and creates an editable, visual map. This eliminates hours of manual work and ensures your documentation is 100% accurate.
Why should agencies use a "Visibility Layer" like Howly?
Automation without visibility is a liability. Using Howly as a visibility layer allows agencies to spot logic loops, redundant triggers, and "orphaned" workflows that the client might not even know are running. It builds trust by showing the client exactly what you are managing.
Ready to level up your agency reporting?
Start your first client audit on Howly.io and turn technical debt into strategic growth.