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Start with one workflow

Pick one workflow. Install with a small team or portal segment first. Verify it behaves as documented. Then expand.

Step 1

Pick one app for one workflow

Pick the app that fills the HubSpot gap costing your team the most time right now.

DupliCat

Clone repeatable HubSpot records with explicit copy rules, templates, and limits.

PressKit

Publish one EPK page per Company record with explicit visibility posture and media guardrails.

TabCalendar

Plan yearly availability in HubSpot with explicit documented boundaries.

Steps 2-4

Run the rollout sequence

Keep every step tied to current docs and known boundaries.

Install and connect in a test slice

Install the app in HubSpot, authorize OAuth, and limit first use to a small slice (one team, one workflow, or one portal segment).

Validate against docs and limitations

Run one example workflow and verify it behaves as the docs describe. Check limitations and release notes before giving it broader access.

Confirm your pricing plan

Confirm the pricing plan that matches your team's usage. Pricing is published on each app's pricing page.

Expand in stages

Scale usage in stages. Check the status page before and during each expansion. Include your portal ID and request details when contacting support.

Validation links

Use app-specific checkpoints before wider rollout

Pick your app, then go straight to docs and limitations without routing through browse pages.

App docs and limitations checkpoints
AppDocsLimitations
DupliCatDocsLimitations
PressKitDocsLimitations
TabCalendarDocsLimitations

Operational checkpoints

Keep rollout guardrails visible

Use live service and support paths during each rollout stage.

Live service signals

Check status and uptime pages before and during rollout windows.

Support intake

Use support route with portal ID, timestamps, and request context for faster triage.

Need a human checkpoint before rollout?

Start with support intake guidance so triage has enough context on first contact.