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 need.

HubSpot requirements

You’ll need a HubSpot account. Your HubSpot account should include:

• The deals object (where your sales opportunities live)
• Pipeline management (so Rizer knows which stages are closed-lost)
• Contact and company objects (for relationship data)
• API access (included with most HubSpot plans)

If you’re not sure what your HubSpot subscription includes, check with your HubSpot admin or HubSpot support before proceeding.

Permission requirements

You need to be an Admin in HubSpot to authorize the Rizer connection. This is because connecting Rizer grants it access to read and write CRM data, and HubSpot restricts who can approve that kind of access.

Once it’s connected, other team members can use Rizer without needing admin permissions themselves.

What you’ll need ready

The connection process takes about 5 minutes. Have the following ready:

• Your HubSpot login credentials
• Access to the HubSpot portal you want to connect (if you manage multiple portals)
• Permission to install marketplace apps in your HubSpot account

Connecting your HubSpot account

Here’s how to establish the connection between Rizer and HubSpot.

Step 1: Start the connection

1. Sign up for Rizer Recycling at https://app.rizer.io/sign-up if you haven’t already.
2. Click Connect to HubSpot.

Step 2: Authorize in HubSpot

Clicking the connect button redirects you to HubSpot’s authorization screen. Here’s what happens:

1. If you’re not already logged into HubSpot, you’ll be asked to log in.
2. HubSpot shows you the permissions Rizer is requesting (more on these below).
3. Review the permissions and click Connect app.
4. If you have access to multiple HubSpot portals, select the one you want to connect.

[Screenshot: HubSpot authorization screen showing Rizer permission requests]

Step 3: Return to Rizer

Once you authorize the connection, HubSpot redirects you back to Rizer. You’ll land in the onboarding wizard, where you’ll configure how Rizer imports and exports data.

That’s it for the connection itself. The rest happens in the onboarding wizard, which is covered in a separate article.

What permissions does Rizer request?

When you authorize Rizer, HubSpot shows you a list of permissions being requested. Here’s what each one is for and why Rizer needs it.

CRM access

Read and write access to contacts

Rizer reads contact data to associate recycled deals with the right people. When you re-engage a deal, Rizer uses this permission to link the new opportunity to existing contacts.

Read and write access to companies

Same idea as contacts. Rizer reads company data to show you which organizations your recycled deals belong to, and writes to associate new opportunities with existing companies.

Read and write access to deals

This is the core permission. Rizer reads your closed-lost deals to import them into recycling. When you re-engage, Rizer creates new deals in HubSpot using this write access.

Read and write access to leads

If your HubSpot account uses the leads object, Rizer needs the same access for leads as it does for deals. This lets you recycle lost leads and create new leads during re-engagement.

Access to deal pipelines and stages

Rizer reads your pipeline configuration to understand which stages are closed-lost. This determines which deals are eligible for recycling.

Access to products and line items

Rizer reads your product catalog to track which products were part of lost deals. This enables product-level reporting and helps with missing feature tracking.

User access

Read access to user information

Rizer reads your HubSpot user list so it can assign owners to recycled deals and new opportunities. When you re-engage a deal, you select which rep should own it — Rizer needs to know who your reps are.

What Rizer cannot do

It’s worth noting what these permissions don’t include:

• Rizer cannot delete contacts, companies, or deals from HubSpot
• Rizer cannot access your HubSpot billing or account settings
• Rizer cannot access other HubSpot hubs (Marketing, Service, etc.) beyond what’s listed

The permissions are designed to be the minimum Rizer needs to function. It reads your data to enable recycling, and writes only to create new records during re-engagement.

What data syncs from HubSpot?

Once connected, Rizer imports several types of data from HubSpot. Here’s what comes over and how often it syncs.

Pipelines and stages

Rizer imports your deal and lead pipeline configuration, including which stages are marked as closed-lost. This tells Rizer where to look for recyclable deals.

Products

Your HubSpot product catalog syncs to Rizer for reporting and tracking. When a deal has line items, Rizer knows which products were involved. This enables product-level loss analysis and missing feature tracking.

Users

Your HubSpot user list syncs so Rizer can show deal owners and let you assign owners during re-engagement. When someone joins or leaves your HubSpot account, Rizer reflects the change.

Lost deals

This is the main event. Deals in closed-lost stages from your selected pipelines sync to Rizer. Depending on your settings, they either import automatically into recycling or land in a Pre-recycling list for manual review.

Lost leads

If your HubSpot account uses leads and you configure lead recycling, lost leads sync the same way as deals.

Contacts and companies

Contact and company data associated with your recycled deals syncs to Rizer. This includes names, email addresses, phone numbers, and company information. You’ll see this data when viewing recycled deals and when re-engaging.

Ongoing synchronization

The connection isn’t a one-time import. Rizer continuously syncs with HubSpot.

This keeps both systems in sync without any manual effort on your part.

The Rizer card in HubSpot

After connecting, something new appears in HubSpot: the Rizer card.

The Rizer card is a panel that shows up on deal and lead records in HubSpot. It’s your team’s primary way to interact with Rizer without leaving HubSpot.

What the card shows

For any deal or lead, the Rizer card displays:

• The current recycling status (not recycled, in recycling, ready for callback, etc.)
• The recycle reason and callback date if it’s been recycled
• AI suggestions for recycling if it hasn’t been recycled yet
• Quick actions for recycling or re-engaging

What you can do from the card

Directly from the Rizer card in HubSpot, your team can:

• Recycle a lost deal — Click to open the recycling form, set a reason and callback date, and import the deal into Rizer
• View recycling details — See why a deal was recycled and when the callback is scheduled
• Open in Rizer — Jump to the full deal record in Rizer for more details and history

[Screenshot: Rizer card on a HubSpot deal record showing recycling options and AI suggestions]

Adding the card to your layout

1. Open any deal record in HubSpot.
2. Click Customize record in the right sidebar.
3. Find the Rizer card in the list of available cards.
4. Drag it to your preferred position in the layout.
5. Save the layout.

The card now appears on all deal records in that position. Repeat for lead records if you’re using lead recycling.

Checking your connection status

After connecting, you can verify everything is working properly.

Viewing connection status

1. Go to Settings > Integrations > HubSpot in Rizer.

The integration page shows:

• Connection status — A green “Connected” badge means everything is working
• Hub ID — Your HubSpot portal ID (useful for support requests)
• Last import — When Rizer last synced data from HubSpot

[Screenshot: HubSpot integration page showing connected status with portal name and last sync time]

What “Last import” tells you

The last import timestamp shows when Rizer most recently pulled data from HubSpot.

If the last import is stale, check the troubleshooting section below or see the full HubSpot Connection Troubleshooting article.

If your connection becomes disconnected

Connections can become disconnected for several reasons:

• Permissions were manually revoked in HubSpot
• Your HubSpot subscription expired or changed

New permissions required

Sometimes Rizer adds features that require additional HubSpot permissions. When this happens, you’ll see a message: “New scopes required.”

To grant the additional permissions:

1. Go to Settings > Integrations > HubSpot.
2. Click Allow next to the new scopes message.
3. HubSpot shows the additional permissions being requested.
4. Click Connect app to approve.

This doesn’t disconnect your integration or affect your data. It simply adds the new permissions to your existing connection.

[Screenshot: New scopes required message with Allow button]

Multiple HubSpot portals

If you manage multiple HubSpot portals, here’s what you need to know.

One portal per Rizer account

Each Rizer account connects to one HubSpot portal at a time. You can’t connect multiple portals to a single Rizer account.

If you need to manage recycling for multiple portals, you need separate Rizer accounts. Create a separate Rizer account for each HubSpot portal. Each runs independently with its own recycling data.

Choosing the right rortal

When you authorize the connection, HubSpot asks which portal to connect if you have access to multiple. Make sure you select the right one — this is where Rizer will read deals from and create new opportunities.

Disconnecting HubSpot

If you ever need to disconnect Rizer from HubSpot — maybe you’re switching portals or ending your Rizer subscription — here’s how.

How to disconnect

1. Go to Settings > Integrations > HubSpot.
2. Click Disconnect.
3. Confirm the disconnection.

What happens when you disconnect

In Rizer:

• Data syncing stops immediately
• Your existing recycling data is preserved (deals, history, reports)
• You can’t recycle new deals or re-engage existing ones
• The Rizer card in HubSpot stops working

In HubSpot:

• All your data remains exactly as it was
• Deals created during re-engagement stay in your pipelines
• Contacts, companies, and history are unaffected
• Rizer never deletes anything from HubSpot

Troubleshooting common connection issues

Here are quick fixes for the most common connection problems. For more detailed troubleshooting, see the Troubleshooting article.

“Unable to connect to HubSpot”

Check your permissions — You need to be a Super Admin or Admin in HubSpot. Verify your role in HubSpot Settings > Users & Teams.

Try a different browser — Sometimes ad blockers or privacy extensions interfere with the OAuth flow. Try connecting in an incognito window or a different browser.

Check your network — Corporate firewalls or VPNs can block the connection. Try from a different network or disable VPN temporarily.

Connection shows disconnected

User removed? — If the person who originally connected Rizer was removed from HubSpot, a current admin needs to reconnect.

Revoked in HubSpot? — Someone may have revoked the connection from HubSpot’s Connected Apps settings. Just reconnect from Rizer.

Deals not appearing in Rizer

Check your pipeline settings — Go to Settings > Integrations > HubSpot > Settings and verify the correct pipelines are selected for import.

Wait for sync — New lost deals take up to 15-20 minutes to appear. If you just marked a deal as lost, give it a few minutes.

Verify the stage — The deal must be in a stage marked as “Closed Lost” in HubSpot’s pipeline settings, not just any closed stage.

Last import timestamp isn’t updating

Wait and refresh — Sometimes there’s a temporary delay. Wait 30 minutes and refresh the page.

What’s next

Once your HubSpot connection is active, you’re ready to configure how Rizer handles your data. The onboarding wizard walks you through:

• Setting up your organization details
• Choosing which pipelines to import deals from
• Configuring where new deals go when you re-engage
• Setting up competitor and missing feature tracking

The onboarding wizard article covers each step in detail.