Do I need a credit card to start?

No. Every new account starts with a 14-day free trial on the Scale tier — full access to every feature, no credit card required. We only ask for payment info on day 14 if you want to continue.

Can DreamFlow actually replace HubSpot, Mailchimp, and my other tools?

Yes. DreamFlow includes CRM, email marketing, SMS campaigns, VoIP calling, proposals with e-signatures, invoicing, automations, live chat, calendar booking, forms, reporting, and an AI assistant — all in one platform. Most customers replace 4-8 separate tools. Everything is built-in, not stitched together with integrations.

How do I move my data from my current CRM?

We support direct imports from HubSpot, Mailchimp, ActiveCampaign, GoHighLevel, Salesforce, and any CSV export. Scale and Agency plans include guided migration support — we'll help you move contacts, deals, templates, and history. Most migrations take less than a day.

Are there contracts or hidden fees?

No contracts — cancel anytime from your billing settings. No hidden usage fees either. Every plan includes email, SMS, and calling credits upfront. If you hit a limit, usage pauses and you choose whether to add a credit pack or upgrade. Nothing ever charges automatically without your explicit consent.

Yes. All data is encrypted at rest and in transit. We use Supabase (built on PostgreSQL) with row-level security, meaning each organization's data is completely isolated. We never sell or share your data. You can export or delete your data at any time.

Can I switch plans anytime?

Yes. Upgrade instantly and get prorated credit for your current billing period. Downgrade takes effect at the end of your current period. No penalties, no hoops.

What can Sally, the AI assistant, actually do?

Sally handles chat auto-replies, call transcription, email writing, proposal generation, lead scoring, form spam detection, and daily business briefings. Background AI (transcription, scoring, spam detection) runs automatically at no cost. On-demand generation (writing emails, creating proposals) uses AI credits included in your plan.

I run an agency. Can my clients each have their own workspace?

Yes. The Agency plan ($499/mo) includes 10 sub-accounts with full white-label support — your brand, your domain, your colors. Each client gets their own isolated workspace. You can manage them all from one dashboard and resell at your own prices.

What if DreamFlow doesn't work for me?

Cancel anytime during your trial — no charge, no questions. If you cancel a paid plan, you keep access through the end of your billing period. We also offer free data export so you're never locked in. We'd rather earn your business every month than trap you with a contract.

Webhook Debugging & Event Types

Difficulty: Advanced | Time: 6 min | Tier: Scale+

Scale Tier Feature

Webhooks and API access are available on Scale ($299/mo) and above. Compare plans

Webhooks let DreamFlow push real-time event data to your external systems. When something happens (a contact is created, a deal moves stages, a form is submitted), DreamFlow sends a POST request to your endpoint with the event details.

Available Event Types

Event	Fires When
`contact.created`	A new contact is added
`contact.updated`	A contact field is changed
`contact.deleted`	A contact is removed
`deal.stage_changed`	A deal moves to a new pipeline stage
`deal.won`	A deal is marked as won
`deal.lost`	A deal is marked as lost
`form.submitted`	A form receives a submission
`task.completed`	A task is marked done
`email.received`	An email arrives in a connected inbox
`invoice.paid`	An invoice payment is confirmed
`proposal.signed`	A proposal receives an e-signature

Viewing Delivery Logs

Navigate to Settings > Integrations > Webhooks.
Click any webhook endpoint to see its Delivery Log.
Each entry shows: Event Type, Timestamp, HTTP Status, Response Time, and Payload.
Click any entry to inspect the full request body and response.

Debugging Failed Deliveries

Failed deliveries appear with a red status badge (4xx or 5xx response code).
Click the failed delivery to see the Error Response from your server.
Common failures:
- 404 — your endpoint URL is wrong or the server is not listening
- 500 — your server encountered an error processing the payload
- Timeout — your server took more than 10 seconds to respond
Click Retry to resend the failed webhook. DreamFlow automatically retries failed webhooks 3 times with exponential backoff (1 min, 5 min, 30 min).

Tip

During development, use a tool like webhook.site or ngrok to inspect payloads before pointing webhooks at your production server.

Need more help? Ask Sally in the chat bubble!

Available Event Types

Event

Fires When

contact.created

A new contact is added

contact.updated

A contact field is changed

contact.deleted

A contact is removed

deal.stage_changed

A deal moves to a new pipeline stage

deal.won

A deal is marked as won

deal.lost

A deal is marked as lost

form.submitted

A form receives a submission

task.completed

A task is marked done

email.received

An email arrives in a connected inbox

invoice.paid

An invoice payment is confirmed

proposal.signed

A proposal receives an e-signature

Debugging Failed Deliveries

Failed deliveries appear with a red status badge (4xx or 5xx response code).

Click the failed delivery to see the Error Response from your server.

Common failures:

404 — your endpoint URL is wrong or the server is not listening
500 — your server encountered an error processing the payload
Timeout — your server took more than 10 seconds to respond

Click Retry to resend the failed webhook. DreamFlow automatically retries failed webhooks 3 times with exponential backoff (1 min, 5 min, 30 min).

Tip

During development, use a tool like webhook.site or ngrok to inspect payloads before pointing webhooks at your production server.

Webhook Debugging & Event Types

Available Event Types

Viewing Delivery Logs

Debugging Failed Deliveries

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Webhook Debugging & Event Types

Available Event Types

Viewing Delivery Logs

Debugging Failed Deliveries

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