Connecting Rizer with HubSpot

This guide walks you through linking your HubSpot account to Rizer. Once connected, you’ll be able to start the onboarding wizard and set up recycling right away.

Step 1: Start the connection

Click the Rizer sign-up link you received from our team. This creates your new Rizer account and begins the HubSpot connection process.

Step 2: Authorize Rizer in HubSpot

You’ll be redirected to HubSpot’s authorization page.

  • Choose the HubSpot account you want to connect (make sure you’re logged into the right one).
  • Review the list of permissions requested by the Rizer App and click Authorize.

Note on permissions: Rizer only requests access to deals, contacts, companies, and products so it can analyze lost deals, generate insights, and power workflows. Your data stays within your HubSpot–Rizer integration and is not shared externally.

Step 3: Return to Rizer

After authorization, you’ll automatically return to the Rizer onboarding screen. From here, the onboarding wizard will guide you through the rest of the setup process.

You’re now connected! With HubSpot and Rizer linked, you can start recycling lost deals, nurturing leads, and tracking competitors right away.

Further reading:

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