Initial setup

This setup guide will walk you through connecting Rizer to HubSpot, setting up your account, and adding our custom card to your HubSpot views—all in a few simple steps. Let’s dive in!

Connect Rizer to HubSpot

Before doing anything else, connect your HubSpot account to Rizer:

1. Open the Rizer sign-up link you received from our team.
2. HubSpot will ask which account you want to connect — make sure you’re logged into the right one.
3. Grant permissions to the Rizer App so we can access the data needed for recycling.
4. You’ll be redirected back into Rizer where the onboarding wizard begins automatically.

When you approve the connection, HubSpot shows a list of permissions Rizer needs. These include access to deals, contacts, companies, and products so we can analyze lost deals, build workflows, and track competitors. Rizer only uses this data for analytics and automation inside your account and we don’t share it externally.

Complete the account onboarding wizard

Now it’s time to set up your Rizer account so it fits your organization’s needs. The onboarding wizard guides you through 8 quick steps—most of which take just a few clicks. Thanks to AI, much of the process is automated, so you’ll be ready to recycle deals in minutes.

Here’s what happens during onboarding:

• Lost reason analysis – As a final step, Rizer reviews your past lost leads and deal and suggests the most likely recycle reasons. This means that the moment onboarding is done, you already have actionable insights and leads and deals ready to go.
• Smart AI setup – Rizer scans your HubSpot data to automatically detect your top competitors, highlight missing features and build a profile for your business.

In the Organization Settings screen, you’ll fill in a few basics:

• Organization name – How you’d like it displayed in Rizer.
• Primary language – The default language for your AI-generated email content and communications.
• Website URL – Used to build your company profile and power AI-driven suggestions.

With just this information, Rizer builds a tailored profile for your business, later used for personalized email templates, analytics, insights and more.

In the Products step, Rizer pulls in the list of products directly from HubSpot. Here’s what you need to do:

• Confirm your product list – Make sure all products look correct.
• Merge duplicates if needed – If you have multiple pricing models for the same product (and HubSpot lists them separately), you can merge them into a single product here.

Products are used in deal recycling, analytics, and nurturing workflows—so organizing them now ensures more accurate insights later. A clean product list makes it easier to track recycled deals.

In this step, you’ll define how Rizer should recycle leads from HubSpot.

Importing information

At least one default product is required because HubSpot’s lead object does not support line items.
This ensures every recycled lead is linked to a product for accurate analytics and nurturing.

Import from (pipeline): Choose which HubSpot pipeline Rizer should monitor for disqualified leads.
Leads from this pipeline will automatically enter the recycling flow.

Re-engagement

When Rizer detects that a recycled lead is ready to be re-engaged, a new lead is automatically created in HubSpot.

• Create new leads in pipeline: Select the HubSpot pipeline where re-engaged leads should appear.
• Stage: Choose the starting stage for these new leads (for example, Attempting Contact).

Automatic lead creation

You can control how Rizer sends leads back into HubSpot:

• Limited: Restrict the number of new leads created per lead owner and time period (for example, 1 per day).
• Unlimited: Allow Rizer to create all eligible leads as soon as they’re ready.
• None: Disable automatic lead creation temporarily.

You can also select which days of the week Rizer is allowed to create new leads, helping your team stay balanced and avoid overload.

All limits and pacing settings apply per owner, not globally — meaning each sales rep has their own quota and schedule.

Once everything looks good, click Next to continue with onboarding.

In this step, you’ll define how Rizer should recycle deals from HubSpot.

Importing information

Import from (pipeline): Choose which HubSpot pipeline Rizer should monitor for closed-lost deals.
All lost deals from this pipeline will automatically enter the recycling process for analysis and re-engagement.

Re-engagement

When a recycled deal is ready for follow-up, Rizer automatically creates a new record in HubSpot according to your preferences.

You can choose whether to re-engage with a new lead or a new deal:

• Lead: Create a new HubSpot lead when callback conditions are met.
• Deal: (Recommended) Create a new deal in HubSpot that continues the original opportunity.

Then specify:

• Create new deals in pipeline: Select the HubSpot pipeline where re-engaged deals should appear.
• Stage: Choose the starting stage for these new deals (for example, Qualified to Buy).

Automatic deal creation

Control how Rizer sends deals back into HubSpot:

• Limited: Restrict the number of new deals created per deal owner and time period (for example, 1 per day).
• Unlimited: Allow Rizer to create all eligible deals as soon as callback conditions are met.
• None: Disable automatic deal creation temporarily.

You can also select which days of the week Rizer is allowed to create new deals. This helps you manage your team’s workload and prevent sudden spikes in follow-ups.

All limits and pacing settings apply per owner, not globally — meaning each sales rep has their own quota and schedule.

Once your preferences are set, click Next to continue with onboarding.

In the final onboarding steps, Rizer AI automatically analyzes your HubSpot data to detect both competitors and missing features that often appear in your lost deals.

• Automatic detection – Rizer scans your deal history and notes to identify competitor names and missing product features that contributed to lost deals.
• Pre-filled lists – You’ll see an initial list of competitors and missing features already populated in Rizer.
• Edit & customize – Add new items manually or remove anything irrelevant.

Rizer automatically detects competitors from your HubSpot data, but you can always review, edit, or add new ones during onboarding. This step helps you map competitor products against your own, so recycling insights stay accurate.

How to add a competitor

1. Click the + Competitor button.
2. Enter the Competitor name (e.g., Guesty).
3. Add the Competitor product (e.g., Guesty reservation).
4. Map it to your product(s) from the dropdown list. You can select multiple if needed.
5. Save your entry.

Once you’ve reviewed and adjusted these lists, your onboarding is complete — and Rizer is ready to start recycling your lost leads and deals.

After completing the onboarding wizard, Rizer automatically sets up several features to jumpstart your recycling efforts:

• Email templates: Based on your website, Rizer generates customized nurturing email templates organized into 6 different workflows that target specific recycle reasons. Read more about workflows.
• Smart segmentation: Two ready-to-use segmentations are created automatically—one based on country and another on deal size—helping you target your recycling efforts more effectively. Read more about segmentation.
• Recycle timing: A default 3-month recycle time is set for all recycle reasons, giving your lost deals the perfect amount of time before reengagement. Read more about estimates.

Don’t worry if these automatic settings aren’t perfect for your needs. You can easily adjust, edit, delete, or change any of these settings at any time as you get more familiar with the platform.

See your imported deals in Rizer

Once you finish onboarding, Rizer automatically imports your past lost deals and displays them in the In recycling list. This is your central hub for tracking and managing recycled opportunities.

Before diving into detailed lists of imported leads or deals, you can look at System Timeline. This view captures every automated action the platform has performed, giving you a transparent record of what’s happening in the background.

You’ll see events like:

• Lead added – when a new lead enters Rizer from HubSpot.
• Deal recycled – when a lost deal is pulled into the recycling flow.
• Competitor or feature detected – when Rizer AI identifies relevant data during setup.

The timeline includes timestamps and company names so you can quickly verify which records were processed and when. You can also filter by event type to focus only on leads, deals, or other updates.

The import only takes a few seconds to a few minutes, depending on how many deals you have.

What you’ll see once deals are imported

Each deal comes with key details to help you stay organized and take action:

• Lost date – When the deal was originally lost in HubSpot.
• Company & deal – The company name and deal title, with a quick link back to HubSpot.
• Recycle reason – Why the deal was recycled (e.g., missing feature, pricing, competitor).
• Competitor – Who you lost the deal to (if detected).
• Deal value – The monetary value of the deal.
• Nurturing status – Whether the deal is in a nurturing workflow (and the workflow type).
• Callback date – When the deal will be re-engaged.
• Owner – The team member responsible for the deal.

At the top of the screen, you can refine your view using filters such as product, recycle reason, competitor, segment, or date. This makes it easy to zero in on exactly the type of deals you want to track.

Just above the deal list, you’ll also see tabs that let you switch between different deal statuses. You can move from deals that are Not in recycling, to those In recycling, to deals that are Ready for callback. Once follow-ups are completed, they’ll move into Recycling completed, and if they’re successfully revived, you’ll find them in Won after recycling.

If you want to dive deeper into a particular deal, simply click on the company name. This will open that company’s dedicated page, where you’ll find detailed history, context, and editing options for managing the recycling process.

When reviewing your imported leads and deals in the table, you may notice that some recycling details aren’t fully accurate — for example, the wrong recycle reason, an outdated competitor, or a missing callback date.

In these cases, you can click Edit recycling on the deal card to update the information. The edit screen allows you to:

• Correct or add a callback date for when the deal should be re-engaged.What’s on the company page?
• Adjust the primary recycle reason (e.g., Too expensive, Missing feature).
• Refine competitor details, including which product the buyer switched to, their satisfaction level, and contract information.

Clicking a company name opens its dedicated page, where you can see everything related to that recycled deal in one place.

At the top, you’ll find the company details (industry, stage, contacts, and callback date). The deal card shows the recycle reason, competitor, and deal value, along with linked products.

On the right, the Email nurturing panel lists the workflow and emails sent, with delivery status and dates. Below that, the Recycling timeline shows every action taken, including emails sent and workflows completed.

At the bottom, there’s a Notes section where you and your team can add context or reminders.

Dashboards & reports

Rizer is designed to make your sales recycling data clear, actionable, and easy to trust. Instead of overwhelming you with raw numbers, we surface the most important signals so your team knows why deals were lost, when to re-engage, and how to win them back.

The Dashboard gives you a high-level snapshot of performance:

• Highlights – Value currently in recycling, completed recycling, and wins.
• AI recommendations – Practical suggestions based on feature gaps, competitor activity, and deal history.
• Loss reasons – A visual breakdown of why leads and deals were lost.
• Top 5 missing features & competitors – Quick insight into product gaps and market pressures.
• Deals ready for callback – An overview of upcoming opportunities to re-engage.

This overview keeps your team aligned day-to-day, while the Reports section goes deeper into trends, competitor analysis, pricing insights, and rep performance.

For a full breakdown of every report and how to use them, see the dedicated Dashboards & Reports guide.

Add the Rizer card to HubSpot views

Make Rizer’s features easily accessible by adding our custom card to your HubSpot deals. This displays key recycling data right where you need it.

Prerequisites

• The Rizer Recycling app must be installed in your HubSpot account.
• You need permissions to modify integrations and customize views.

Step-by-Step Instructions

• Log into HubSpot and click the settings icon (gear) in the top navigation bar.

• In the left sidebar, go to Integrations > Connected apps.

• Find “Rizer Recycling” in the list, click “Actions,” then select “Go to settings.”
• In the app settings, click the “App cards” tab.
• Next to the card you want, click “Add to deal”.

• You’ll land on the object customization page. Click the name of the view you want to edit (e.g., “Default View”).
• In the view editor, click “Add cards.”
• In the right panel under “Card types,” switch to the “Apps” section.
• Check the box next to the Rizer Recycling card.

• Click “Save and exit” in the top right corner.

Additional Tips

• Card not showing? Refresh your browser or clear your cache.
• Need to tweak it later? Return to the object customization page to modify or remove the card.
• For advanced customization, see HubSpot’s guide on customizing object views.

Set-up leads in HubSpot to work with Rizer recycling

To make disqualified leads flow smoothly into Rizer, you’ll need to adjust your HubSpot lead settings. This ensures Rizer can automatically recycle leads without requiring extra input from your sales reps.

Step 1: Keep the Disqualification Reason

Unlike deals, leads in HubSpot don’t have a Rizer iframe for adding recycle details. Because of this, you should keep the Disqualification Reason field active so your team always provides a clear reason when disqualifying a lead. Rizer will use this information to automatically assign the recycle reason and schedule callbacks.

Step 2: Adjust task settings

1. Go to Settings → General → Tasks.
2. Under Follow-up tasks, uncheck the option Create a follow-up task every time you disqualify a lead.
3. Save your changes.

This prevents HubSpot from creating unnecessary manual tasks every time a lead is disqualified, since Rizer will manage callbacks automatically.

Step 3: Disable “Create a lead for follow-up”

From your Lead pipeline settings (screenshot above):

• Navigate to Settings → Leads → Pipelines → Automate.
• In the Templated automation section, find Create a lead for follow-up.
• Uncheck this option so HubSpot doesn’t auto-create duplicate follow-up leads.

Rizer already manages recycling and will bring leads back into HubSpot at the right time, so this option is not needed.

Once configured, disqualifying a lead in HubSpot becomes easy. Rizer takes over, automatically assigning a recycle reason (based on activity) and scheduling the callback.