Search Results for “HubSpot” | Rizer Recycling Knowledge Center

HubSpot integration settings

Settings & admin

> HubSpot integration settings

Your HubSpot connection is the foundation of Rizer Recycling. Everything flows through it — lost deals come in, recycled opportunities go back out, contacts sync, and the Rizer card appears in HubSpot records. When the connection works smoothly, you barely notice it. When something’s wrong, everything stops. This article covers how to manage your HubSpot … HubSpot integration settings

Connecting HubSpot

Getting started

> Connecting HubSpot

Rizer Recycling runs on your HubSpot data. Before you can start recycling deals, you need to connect your HubSpot account so Rizer can access your pipelines, deals, contacts, and companies. This article walks you through the connection process and explains what happens behind the scenes. Before you connect Let’s make sure you have everything you … Connecting HubSpot

Release Notes

Help

> Release Notes

Stay up to date with what’s new in Rizer Recycling. This page covers recent updates and improvements. How We Release Updates Rizer is a cloud-based application, so updates are deployed automatically. You don’t need to download or install anything — new features and improvements appear in your account as they’re released. We typically release: When … Release Notes

Frequently Asked Questions

Help

> Frequently Asked Questions

Common questions about Rizer Recycling, organized by topic. If you don’t find your answer here, check the detailed articles in our documentation or contact support. General questions What is Rizer Recycling? Rizer Recycling is a HubSpot add-on that helps sales teams re-engage lost deals and leads at the right time. It tracks closed-lost opportunities from … Frequently Asked Questions

Troubleshooting

Help

> Troubleshooting

When something isn’t working in Rizer, this article helps you diagnose and fix it. Problems are organized by symptom — find what you’re experiencing and follow the steps to resolve it. HubSpot Connection Issues “New Scopes Required” Message Symptom: What it means: Solution: This doesn’t disconnect anything — it just adds permissions. Connection Loops or … Troubleshooting

Users and permissions

Settings & admin

> Users and permissions

Managing users in Rizer controls who has access to your recycling data and what they can do with it. As your team grows or changes, you’ll invite new members, adjust permissions, and occasionally deactivate accounts. This article covers user management — inviting team members, understanding roles, managing access, and handling common user administration tasks. Accessing … Users and permissions

Recycling configuration

Settings & admin

> Recycling configuration

Recycling configuration controls the mechanics of how deals and leads flow between HubSpot and Rizer. Which pipelines do you import from? Where do re-engaged deals go? Should Rizer automatically create records, or wait for manual action? These settings shape how recycling works for your team. This article covers import settings, export settings, auto-creation strategies, and … Recycling configuration

Organization settings

Settings & admin

> Organization settings

Organization settings control account-level preferences that apply across your entire Rizer Recycling workspace. These settings affect how information displays, what defaults are used, and how your organization is represented throughout the platform. This article covers how to view and update organization settings. Accessing organization settings The organization settings page displays your company information, account settings, … Organization settings

Tracking performance

Email nurturing

> Tracking performance

Understanding how your nurturing workflows perform helps you optimize messaging, timing, and targeting. Without performance data, you’re guessing. With it, you can see what’s working, what’s not, and where to focus improvement efforts. This article covers the metrics available for email nurturing, how to interpret them, and how to use data to improve your workflows. … Tracking performance

Missing features

Reports & analytics

> Missing features

When a prospect doesn’t buy because you’re missing a feature they need, that’s valuable information. Tracking these feature requests helps you prioritize your product roadmap and — when features are implemented— automatically identifies warm prospects to contact. This article covers how missing feature tracking works in Rizer, how to set it up, and how to … Missing features

Competitors

Reports & analytics

> Competitors

When you lose a deal to a competitor, that information is valuable. Tracking which competitors win, how often, and in which situations helps you understand your market position and time re-engagement for maximum impact. This article covers how competitor tracking works in Rizer, how to set it up, and how to use competitive data to … Competitors

Callbacks and re-engagement

Recycling (Deals & Leads)

> Callbacks and re-engagement

The callback system is the engine that drives Rizer. You recycle deals so that eventually, at the right moment, you can reach back out and try again. This article covers how callbacks work, how to manage your callback queue, and how re-engagement creates new opportunities in HubSpot. How callbacks work When you recycle a deal, … Callbacks and re-engagement

AI suggestions

Recycling (Deals & Leads)

> AI suggestions

Rizer uses AI to analyze your lost deals and suggest how to handle them. Instead of manually figuring out why each deal was lost and when to follow up, the AI looks at deal notes, communications, and patterns to give you a starting point. This article explains how AI suggestions work, where you’ll find them, … AI suggestions

Recycling leads

Recycling (Deals & Leads)

> Recycling leads

Rizer supports recycling HubSpot leads in addition to deals. If your sales process uses leads — contacts that need qualification before becoming deals — you can track and re-engage them through the same recycling system. This article covers how lead recycling works, how it differs from deal recycling, and how to manage recycled leads effectively. … Recycling leads

Recycling deals

Recycling (Deals & Leads)

> Recycling deals

This article covers the practical side of recycling deals in Rizer — how to find deals that need recycling, how to recycle them, and how to manage them once they’re in the system. Whether you’re recycling from HubSpot or from Rizer, working with one deal or fifty, this guide walks you through it. Finding deals … Recycling deals

How recycling works

Recycling (Deals & Leads)

> How recycling works

Recycling is the core idea behind everything Rizer does. It’s the process of tracking lost deals and leads until circumstances change and they’re worth pursuing again. This article explains how the recycling lifecycle works, what each status means, and how to decide when recycling makes sense versus when a deal is truly done. The big … How recycling works

Quick start guide

Getting started

> Quick start guide

You’ve connected HubSpot and finished the onboarding wizard. Now what? This guide walks you through your first actions in Rizer Recycling — the things you should do in your first 30 minutes to make sure everything is working and to start getting value from the system. By the end, you’ll have recycled your first deal, … Quick start guide

Onboarding wizard

Getting started

> Onboarding wizard

After connecting your HubSpot account, the onboarding wizard guides you through configuring Rizer Recycling. This is where you tell Rizer which deals to import, where to create new opportunities when you re-engage, and set up competitor and missing feature tracking. The wizard takes about 20-40 minutes to complete. You can skip steps, but it’s worth … Onboarding wizard

Key concepts and glossary

Getting started

> Key concepts and glossary

Before you dive into Rizer, it helps to understand the language. This article explains the terminology and concepts you’ll encounter throughout the platform. Bookmark it – you’ll probably come back here a few times as you get started. The big picture concepts Recycling Recycling is the core idea behind everything Rizer does. When you recycle … Key concepts and glossary

What is Rizer Recycling?

Getting started

> What is Rizer Recycling?

Rizer Recycling is a HubSpot add-on that helps sales teams win back lost deals. Instead of letting closed-lost opportunities fade into your CRM history, Rizer keeps track of them and tells you when it’s time to reach out again. Think about it: when a deal falls through, it’s rarely because the prospect will never buy. … What is Rizer Recycling?