Documentation

Getting started

SalesLay works with your existing HubSpot account. After you sign in with a supported provider, you will connect your HubSpot integration so we can read deals, contacts, companies, and associated data. We never write data back to HubSpot without your explicit action (for example, when you send an email through a workflow).

Steps: Sign in, then connect HubSpot (OAuth), allow access to the CRM properties we need, and return to the dashboard. Once connected, the dashboard will start showing your pipeline, recovery list, and analytics. You can refresh data manually or rely on our sync behavior as described in the dashboard.

Connecting HubSpot

SalesLay uses HubSpot OAuth so you authorize access once with your HubSpot account. We request scopes needed to read deals, contacts, companies, and related objects. We do not request write access unless you use features that update HubSpot (for example, logging emails or updating properties). You can revoke access at any time from your HubSpot connected apps settings.

If you see connection or sync errors, check that your HubSpot account is in good standing, that the connected app has the required scopes, and that your network allows outbound calls to HubSpot and SalesLay APIs. For organization-level issues, your HubSpot admin may need to approve the SalesLay app.

Dashboard overview

The main dashboard gives you a single view of pipeline health and recovery opportunities. You will see high-level stats (e.g. deal count, pipeline value, at-risk indicators), and you can switch between overview, recovery, analytics, deals, and workflows views depending on your plan and configuration.

Use the dashboard to decide where to focus: which deals to reopen, which sequences need attention, and how your recovery efforts are trending over time. All data is derived from your connected HubSpot data and is refreshed according to the sync and cache rules described in the app.

Deal recovery list

The recovery list highlights deals that are worth reopening—stalled or at-risk opportunities that our logic flags as recoverable. You can see deal name, value, stage, last activity, and why it was suggested. Use this list to prioritize outreach and to feed into email workflows or manual follow-up.

Criteria for recovery can include age, stage, lack of activity, and other signals. The exact logic may evolve to improve relevance. You always remain in control of which deals to act on.

Companies, contacts, and deals

SalesLay surfaces your HubSpot companies, contacts, and deals in dedicated list views. These are read from HubSpot and cached for performance. You can search, filter, and paginate. Use these views to verify data, inspect specific records, and understand the data that feeds recovery and workflows. Any changes you make in HubSpot will be reflected after the next sync or refresh.

Email workflows

Workflows let you design multi-step email sequences (e.g. for re-engagement or recovery). You choose triggers, templates, and timing. Emails can be sent through your configured SMTP or sending provider. We store workflow and enrollment state in SalesLay; we do not push workflow definitions into HubSpot unless a future integration explicitly does so. Always comply with anti-spam and consent laws when sending emails.

Templates and contact variables are documented inside the workflow editor. Use the in-app help and placeholders to personalize messages. Test with small groups before scaling.

Analytics and reporting

Analytics views show trends and aggregates derived from your pipeline and recovery activity—e.g. deal movement, recovery rate, or workflow performance. Metrics are calculated from synced HubSpot data and from SalesLay own records (like sent emails). Use these views to measure the impact of your recovery efforts and to share high-level insights with your team.

Settings and security

In settings you can manage your profile, integrations (including HubSpot and SMTP), meet links, and other preferences. Keep your credentials secure and only grant access to trusted team members. We recommend reviewing connected apps and API keys periodically. If you suspect unauthorized access, disconnect the integration and change your password; contact support if you need help.

Quick links