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

# Quickstart

> Set up one source, preview a rule and test a CRM workflow.

## Open your workspace

Use the workspace URL supplied to you and sign in. You need workspace permissions
to connect sources, configure rules or enable delivery.

## Connect HubSpot

1. Open **Integrations** in your workspace.
2. Select **Connect / reconnect HubSpot** and sign in to the HubSpot account you want to use.
3. Review the requested permissions and confirm the account before consenting.
4. Select **Sync companies** and check the import status.

Your HubSpot user must have permission to install the integration and grant the
requested access. Your organization's application policies may require an
administrator to approve it. A connected source and permission to send CRM output
are separate controls.

## Review your records

Open **Imported companies**. Check whether the fields you need are present
and whether activity is linked to the intended company. Unresolved activity stays
unresolved until there is enough information to make an association.

Headcount growth needs comparable imports showing an observed increase. A first
snapshot establishes the baseline.

## Preview a rule

1. Open **Signal builder** and select **New signal**.
2. Choose **Company fit**, **Headcount growth** or **Event score**, then set its criteria.
3. Select **Save draft**, then **Test saved draft**.
4. Inspect matching companies/evidence; adjust, save and test again as needed.
5. Select **Review & publish** and confirm the version you reviewed.

A preview uses the records available to your workspace and does not execute live
CRM actions. The evidence view explains which records contributed to a match.

## Test delivery

In **Workflows**, select the published signal and **Update HubSpot company signal
fields**, then **Save paused workflow**. Choose **Test & enable**, review its
preview/destination/managed fields, and confirm activation only when ready.
HubSpot writeback needs separate company-write permission, compatible destination
properties and activation in **Integrations**. Contact your workspace administrator
if that setup is unavailable.

After enabling delivery, inspect the workflow's run status and the destination
record. Pausing a workflow can clear its managed CRM values when no other rule
qualifies. Stopping company writeback leaves existing remote values in place.

If a step fails, use the information listed in [support](/support).


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