Website visit tracking

Paste this line into every page of your site, ideally in the shared template or footer, the same place a Google Analytics tag goes. Any website works, static or single page.

<script src="https://www.octoflowus.com/of-visits.js" defer></script>

Nothing changes for reps. When a prospect clicks a link to your website from an email sent through OctoFlow, the link carries a token that names that email. The script keeps it in the visitor's browser for 30 days, removes it from the address bar, and reports each page view back to the rep who sent the email.

It applies to the website that matches your work email domain and its subdomains: a rep at acme.com sees visits on acme.com and docs.acme.com. Links to other sites report the click only.

Open the prospect on your mind map. Under Email Opens, Clicks, and Site Visits, a Visited chip shows how many pages they read; expand it for each page and time. Analytics shows the same per email.

What it records: the page path, the page title, and the time. What it does not: the visitor's name, device, or anything outside your website. The token identifies the email, not the person, so a forwarded email attributes visits to the original contact. Mention the tracker in your website's privacy policy, as you would any analytics tag.

A Private App gives OctoFlow its own key to your HubSpot account. You stay in control and can revoke it at any time.

1. In HubSpot, click the gear icon to open Settings.
2. In the left sidebar choose Integrations → Private Apps.
3. Click Create a private app.
4. On the Basic Info tab, name the app OctoFlow. A logo and description are optional.

Scopes control exactly what OctoFlow is allowed to do. On the Scopes tab, click Add new scope and select these five:

Your Scopes tab should look exactly like this before you continue.

The read scopes let OctoFlow pull your companies and contacts onto the map. The write scopes let it log your activity to timelines and create the records you add in OctoFlow. The owners read scope lets HubSpot show that activity as assigned to you, so it appears in your team's per-rep sales reports. Skip the Webhooks tab entirely, OctoFlow does not use webhooks.

1. Click Create app in the top right and confirm.
2. On the app page, open the Auth section, click Show token, then Copy.

1. Sign in at app.octoflowus.com.
2. Open Settings → Integrations and click Connect on the HubSpot card.
3. Paste your token and connect.

The Chrome extension picks up the connection automatically. There is nothing to configure on the extension side.

Click Pull from HubSpot and choose whether the import builds a brand new mind map or adds to one you already have. Companies become account bubbles and their contacts nest underneath with names, titles, emails, and phone numbers filled in. Pulling again later is always safe, existing contacts are matched and never duplicated.

Two switches in Settings → Integrations keep you in control on both the web app and the extension: Push activity to HubSpot, and Create accounts & contacts in HubSpot. Disconnect removes your token entirely, and deleting the Private App in HubSpot revokes access instantly.

• An error mentions a missing scope: open your Private App, add the scope it names on the Scopes tab, and save. Scope changes apply to your existing token immediately, no reconnect needed.
• Activity is not reaching a timeline: OctoFlow links contacts by HubSpot record or email. Give the contact an email that matches a HubSpot contact, or run a pull so records link up.
• A new account did not appear in HubSpot: company creation needs a company domain. Edit the account and add its domain.
• Anything else: reach us at support@octoflowus.com and we will get you sorted.

1. Sign in at app.octoflowus.com.
2. Open Settings → Integrations and click Connect on the Salesforce card.
3. Tick the sandbox box if you are connecting a sandbox org, then click Connect Salesforce.
4. Sign in to Salesforce and click Allow. You land back in Settings with the card showing Connected.

OctoFlow asks for API access and a refresh token only. The grant is tied to your own Salesforce user, so everything OctoFlow writes is owned by you and shows up in your team's per rep reports without any extra setup. The Chrome extension picks the connection up automatically.

Click Manage, then Pull from Salesforce, and choose whether the import builds a new mind map or adds to one you already have. Accounts become account bubbles with their website domain and billing city carried along, and their Contacts nest underneath with names, titles, emails and phone numbers filled in. Pulling again later is always safe, existing records are matched and never duplicated.

Two switches in Settings → Integrations keep you in control on both the web app and the extension, Push activity to Salesforce and Create accounts & contacts in Salesforce. Disconnect revokes the grant at Salesforce and removes it from OctoFlow. You can also revoke it from Salesforce under your personal settings, Connected Apps.

• Salesforce says the app is blocked or needs approval. Your admin controls which connected apps users may authorize. Ask them to allow OctoFlow for your profile, then connect again.
• Connect works but every sync fails. Your Salesforce user needs API access, which some editions and profiles leave off. Your admin can turn it on for your profile.
• Activity is not reaching a contact. OctoFlow links contacts by Salesforce record or email. Give the contact an email that matches a Salesforce Contact, or run a pull so records link up.
• The card says Connection expired. The grant was revoked in Salesforce or your password changed. Click Connect to sign in again.