Growlyne user guide

1. Sign up with your name, work email and a password, and give your workspace a name. The Free plan starts right away.
2. Invite your colleagues from Settings → Members and give each one a role.
3. Import your data, connect a mailbox, and add the website snippets, as described below.

You can belong to several workspaces. Create another one from the workspace menu, or from the new workspace page when you are signed in. Each workspace has its own records, settings and plan.

Growlyne imports CSV files into any object. Open the object list (Contacts, for example), choose Import, and upload a file.

• From HubSpot: choose the HubSpot preset. HubSpot column names are mapped for you, and the Record ID column is kept so a second import updates records rather than duplicating them.
• From another tool: choose CSV and map each column to a property. Unmapped columns are skipped.
• Order: import companies first, then contacts, deals and tickets, so associations can find the records they point to.
• Duplicates: contacts are matched by email and companies by domain, and existing records are updated.
• Lists: optionally put every imported record in a new static list, handy for a first campaign.

To export, open any view and choose Export. You get a CSV of the records and columns in that view.

Growlyne sends and receives email through mailboxes you already have. Open Settings → Email and add a mailbox:

Save the mailbox. From then on:

• Outgoing mail, from one-to-one emails and sequences to campaigns, goes out over its SMTP account.
• Incoming mail is read over IMAP: replies are logged on the right record, and a support mailbox such as support@ can open tickets in the Service inbox.
• For large campaigns, use a provider made for bulk email, and set up SPF, DKIM and DMARC on your sending domain.

Three snippets connect your website to Growlyne. Each one is in the app, ready to copy, with your workspace already filled in.

Tracking code

Copy it from Settings → Tracking code and paste it just before </head> on every page. It records page views and UTM parameters, and links them to a contact once that visitor submits a form or clicks a tracked email.

<!-- Growlyne tracking code : paste the snippet from Settings → Tracking code -->
<head>
  …
  <script src="https://crm.yourcompany.com/…" async></script>
</head>

Chat widget

Turn on live chat in the Service settings, choose the colour and greeting, and copy the widget snippet. Paste it before </body>. If the tracking code is already on the page, the widget recognises known visitors.

Forms

Open a form and choose Share. Use the hosted link as is, or copy the embed code and paste it where the form should appear on your site. Submissions create or update the contact and can start a workflow.

• Records: contacts, companies, deals and tickets each have a list and a record page. Create custom objects in Settings when you need more.
• Properties: add fields per object in Settings, group them, and choose which ones appear on the record page.
• Views: filter on any property, choose columns, sort, then save the view for yourself or for everyone.
• Lists: static lists you fill by hand or from an import, and segments that update as records match the filters.
• Associations: link records from the side panel of a record page. A contact can belong to several companies, a deal can involve several contacts.
• Duplicates: select two records and merge them. Activities and associations of both are kept.
• Lead scoring: write rules that add or remove points based on properties and activity, and filter on the score.

All CRM features

• Pipelines: set up deal pipelines and stages with win probabilities, then drag deals across the board.
• Forecast: weighted amounts per owner and period, from deal amounts, stage probabilities and close dates.
• Email: send one-to-one email from a record. It goes out through your connected mailbox, with open and click tracking.
• Templates, snippets and sequences: save reusable emails, insert snippets, and enrol contacts in multi-step sequences that stop on reply.
• Meetings: create a booking page with your availability and share its link. Bookings appear on the contact's timeline.
• Products and quotes: build a quote from your product library and share its link. The buyer accepts it online by typing their name.

All Sales Hub features

• Campaigns: build an email with blocks, choose lists or segments, check the preview, then send now or schedule.
• Subscription types: define what people can subscribe to. Every campaign uses one, and the preference center lets contacts choose.
• Forms: build a form, then share its hosted page or embed it on your site. Submissions create or update contacts.
• Landing pages: publish a page with a form on it, without touching your website.
• Analytics: page views, sources and UTM campaigns from the tracking code, tied to contacts once they identify themselves.
• Workflows: pick a trigger, add delays, branches and actions such as sending an email, setting a property, creating a task or calling a webhook.

All Marketing Hub features

• Tickets: set up ticket pipelines and statuses, priorities and owners.
• Shared inbox: connect a support mailbox over IMAP. New emails open tickets, and replies thread back.
• SLAs: set first-response and resolution targets by priority; the inbox shows the time left on each ticket.
• Knowledge base: write articles in categories and link them from replies and the chat widget.
• Surveys: create NPS, CSAT or effort surveys, share them, and read the scores on each contact.
• Live chat: add the widget to your website; conversations arrive in the inbox.

All Service Hub features

• Website pages: compose pages from blocks, set the SEO title and description, and publish.
• Blog: write posts with an author and a category, save drafts, and publish when ready.
• Knowledge base: the same help articles as the Service Hub, published for customers.
• Forms and tracking: drop any form into a page; page views are tracked without extra setup.

All Content Hub features

• Reports and dashboards: chart any object by any property, then arrange reports on dashboards shared with the team.
• Data quality: find duplicates and records missing important properties, and fix them with bulk edits and merges.
• API and webhooks: create keys and webhooks in Settings. See the API reference.
• Audit log: review sign-ins, settings changes, exports and deletions.
• Roles: owners and admins manage the workspace, members work in it, viewers can only read. Everyone can turn on two-factor sign-in.

All Operations Hub features

Questions, a bug, or a plan change? Write to hello@growlyne.com. For integrations, start with the REST API and webhooks.