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 integration, monitor connection health, handle permissions, and troubleshoot common issues.

Accessing integration settings

1. Go to Settings in the main navigation
2. Click Integrations
3. Select HubSpot

The integration page is your central hub for everything related to the HubSpot connection.

Understanding the integration page

The HubSpot integration page shows key information about your connection.

Connection status

A badge indicating whether your integration is active:

• Connected (green) — Everything is working. Data flows between Rizer and HubSpot normally.
• Disconnected (red) — The connection is broken. No data syncs until you reconnect.

If you see Disconnected, address it immediately. Rizer can’t function without an active HubSpot connection.

Hub ID

Your HubSpot portal identifier. This is the unique ID for your specific HubSpot account.

Why it matters:

• Identifies which HubSpot portal is connected
• Needed when contacting support
• Confirms you’re connected to the right portal (important if you manage multiple HubSpot accounts)

Last import

Timestamp showing when Rizer last synced data from HubSpot.

What syncs between Rizer and HubSpot

Understanding what data flows helps you troubleshoot when something seems off.

From HubSpot to Rizer (imports)

• Deal status changes (including new closed-lost deals)
• Lead status changes
• Deal property updates (value, owner, stage)
• Lead property updates
• Contact information (names, emails, phone numbers)
• Company information (names, domains, details)
• Association changes (which contacts/companies link to which deals)
• Pipeline and stage configurations
• Product catalog updates
• User list changes (new team members, deactivations)

From Rizer to HubSpot (exports)

• New deals created during re-engagement
• New leads created during re-engagement
• Deal/lead assignments to owners
• Recycling status (this lives in Rizer only)
• Recycle reasons (Rizer data)
• Callback dates (Rizer data)
• Nurturing flow membership (Rizer data)

The Rizer card in HubSpot reads recycling data from Rizer — it doesn’t store it in HubSpot properties.

Managing permissions

Rizer needs specific HubSpot permissions to function. Sometimes permissions need to be updated.

Required permissions

Rizer requests these HubSpot permissions:

CRM object access:

• Contacts — Read and write. Needed to sync contact data and associate contacts with recycled deals.
• Companies — Read and write. Needed to sync company data and maintain associations.
• Deals — Read and write. Needed to import lost deals and create new deals during re-engagement.
• Leads — Read and write (if your HubSpot uses leads). Needed to import lost leads and create new leads.

Other access:

• Pipelines and stages — Read. Needed to understand your deal/lead stages and identify closed-lost stages.
• Products and line items — Read. Needed to import product information from deals.
• Users — Read. Needed for owner assignment during re-engagement.

What Rizer cannot do

Understanding limitations provides peace of mind:

• Cannot delete contacts, companies, deals, or leads from HubSpot
• Cannot modify pipeline or stage configurations
• Cannot access data outside the permissions granted
• Cannot change HubSpot settings or account configuration

Rizer is designed to be non-destructive. It reads data, creates new records, and updates specific properties — nothing more.

When new permissions are needed

Occasionally, Rizer adds features that require additional HubSpot permissions. When this happens:

1. You’ll see a message: “New scopes required”
2. A button appears to grant the additional permissions
3. Clicking it redirects to HubSpot for authorization
4. After approving, you return to Rizer with expanded access

This is normal and safe. Rizer only requests permissions it genuinely needs. Review what’s being requested, and approve if you’re comfortable.

Configuring import and export settings

The Settings button on the integration page opens detailed configuration for how data flows.

Accessing configuration

1. Go to Settings > Integrations > HubSpot
2. Click Settings
3. Use tabs to navigate: Deal Import, Deal Export, Lead Import, Lead Export

What you can configure

Deal import:

• Which pipelines to import lost deals from
• Whether to auto-recycle deals when they’re marked closed-lost

Deal export:

• Whether re-engagement creates leads or deals
• Which pipeline and stage for new records
• Auto-creation strategy (unlimited, limited, or none)
• Day-of-week restrictions for auto-creation

Lead import:

• Which lead pipelines to import from
• Default products to assign to leads (since leads don’t have line items)

Lead export:

• Which pipeline and stage for new leads
• Auto-creation strategy and limits

See the Recycling Configuration article for detailed guidance on these settings.

The Rizer card in HubSpot

After connecting, a Rizer card appears on deal and lead records in HubSpot.

What the card shows

The Rizer card displays:

• Current recycling status
• Recycle reason (if recycled)
• Callback date
• AI suggestions for recycling
• Quick actions (Recycle, View in Rizer)

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.

For instructions on adding the Rizer card to your HubSpot deal views, see the Onboarding wizard article.

Monitoring connection health

A healthy connection requires occasional attention.

Signs of a healthy connection

• Status shows “Connected” with green badge
• Last import timestamp updates regularly (within the last hour for an active account)
• New lost deals appear in Rizer as expected
• The Rizer card works in HubSpot
• Re-engagement successfully creates records in HubSpot

Warning signs

Last import is old. If the timestamp is many hours old and you’ve had activity in HubSpot, syncing may have stalled.

Deals not appearing. Lost deals in HubSpot should appear in Rizer within 15-20 minutes. If they’re not showing up, something’s wrong.

Card not loading. If the Rizer card shows errors or doesn’t load in HubSpot, the connection may have issues.

Export failures. If re-engagement fails to create records in HubSpot, permissions may have changed or the connection may be broken.

What to check first

When something seems wrong:

1. Check connection status. Is it still showing Connected?
2. Check last import time. Is it recent?
3. Check for permission requests. Is there a “New scopes required” message?
4. Try a simple action. Can you view a deal’s Rizer card in HubSpot?

These quick checks often identify the problem immediately.

Disconnecting HubSpot

Sometimes you need to disconnect — to switch portals, troubleshoot, or stop using Rizer.

How to disconnect

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

Multiple HubSpot portals

If you have access to multiple HubSpot accounts, here’s how Rizer handles that.

One portal per Rizer account

Each Rizer account connects to one HubSpot portal at a time. You cannot connect multiple portals simultaneously to a single Rizer account.

Managing multiple portals

If you genuinely need to manage multiple HubSpot portals with Rizer:

Separate Rizer accounts. Create a different Rizer account for each HubSpot portal. Each operates independently.

Most organizations have one HubSpot portal and don’t face this issue.

“New scopes required” message

What it means: Rizer has added features that need additional HubSpot permissions.

Solution:

1. Click Allow on the message
2. Review the requested permissions in HubSpot
3. Click Connect app to grant them
4. Return to Rizer

This is normal when Rizer releases new features.