After you choose a plan, the setup guide takes you through five steps:
- Quick tour: three screens on what PipeHalo does. Skip it any time.
- Ad accounts: click Connect LinkedIn Ads, Connect Google Ads or Connect Meta Ads. Each takes about a minute: you approve read-only access on the platform's own page and come straight back. Connect at least one to get your audit.
- CRM (optional): connect HubSpot or Salesforce to see pipeline. You can skip this and connect later from Connections.
- Invite your team: add the people who run and report on your campaigns.
- Your audit: PipeHalo reads your accounts, which usually takes a few minutes. You can leave and come back.
Only workspace admins can connect accounts and invite people. You can reopen the guide any time from Connections.
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