TitanX

Welcome to the TitanX app for HubSpot. This guide walks you through everything you need to get up and running — from initial integration through submitting your first contacts for…

HubSpot TitanX App Setup

Welcome to the TitanX app for Salesforce. This guide walks you through installation, configuration, and submitting your first contacts for scoring. Follow the steps below in order to get up…

SFDC TitanX App Setup

Setup guides, feature overviews, and FAQs for connecting the TitanX Platform with third-party integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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