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

[Screenshot: HubSpot integration page showing connected status and details]

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 to expect:

• Should update regularly throughout the day
• Deal and lead changes sync every 15 minutes
• Contact and company changes sync hourly
• Pipeline and product changes sync daily

If the last import timestamp is many hours old and you expect recent changes, something might be wrong.

Last Export

Timestamp showing when Rizer last sent data to HubSpot (like creating new deals during re-engagement).

This updates less frequently than imports — only when you actually re-engage deals or perform other export actions.

What Syncs Between Rizer and HubSpot

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

From HubSpot to Rizer (Imports)

Every 15 minutes:

• Deal status changes (including new closed-lost deals)
• Lead status changes
• Deal property updates (value, owner, stage)
• Lead property updates

Every hour:

• Contact information (names, emails, phone numbers)
• Company information (names, domains, details)
• Association changes (which contacts/companies link to which deals)

Daily:

• Pipeline and stage configurations
• Product catalog updates
• User list changes (new team members, deactivations)

From Rizer to HubSpot (Exports)

On demand (when you take action):

• New deals created during re-engagement
• New leads created during re-engagement
• Deal/lead assignments to owners

Not exported:

• 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

[Screenshot: New scopes required message with Allow button]

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

Reauthorizing Permissions

If you need to refresh permissions without new scopes being required:

1. Go to Settings > Integrations > HubSpot
2. Click Disconnect
3. Immediately click Connect
4. Authorize in HubSpot
5. Return to Rizer

This refreshes the entire permission set and can resolve some authorization issues.

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

[Screenshot: HubSpot settings modal showing configuration tabs]

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)

[Screenshot: Rizer card on a HubSpot deal record]

Installing the Card

The card should appear automatically after connecting, but you may need to add it to your record layout:

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

The card now appears on all deal records. Repeat for lead records if you use leads.

If the Card Doesn’t Appear

Check connection status. The card only works when Rizer is connected. Verify your connection is active.

Check HubSpot permissions. The card requires proper authorization. If permissions were revoked or expired, the card won’t load.

Check you’re on the right record type. The card appears on deals and leads, not on contacts or companies directly.

Try refreshing. Sometimes HubSpot needs a page refresh to load the card after initial setup.

Clear browser cache. Cached data can occasionally prevent new cards from appearing.

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 15-30 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

What Happens When You Disconnect

Immediately:

• Data syncing stops
• The Rizer card stops working in HubSpot
• You can’t recycle new deals or re-engage existing ones
• Nurturing emails that rely on HubSpot data may be affected

What’s preserved:

• All your Rizer data (recycled deals, history, settings)
• All your HubSpot data (completely unchanged)
• Deals created through re-engagement remain in HubSpot

What’s not affected:

• HubSpot continues working normally
• Your CRM data is untouched
• Nothing is deleted anywhere

Disconnecting is reversible. You can reconnect anytime and pick up where you left off.

When to Disconnect

Switching HubSpot portals. If you need to connect to a different HubSpot account, disconnect first.

Troubleshooting. Sometimes disconnecting and reconnecting resolves stubborn issues.

Ending Rizer usage. If you’re stopping your Rizer subscription, disconnect cleanly.

Security concerns. If you believe unauthorized access occurred, disconnect while you investigate.

Reconnecting HubSpot

After disconnecting, or if your connection expired, here’s how to reconnect.

Reconnection Process

1. Go to Settings > Integrations > HubSpot
2. Click Connect
3. You’ll be redirected to HubSpot
4. Log in if prompted
5. Review the permissions Rizer is requesting
6. Click Connect app
7. Select the HubSpot portal to connect (if you have multiple)
8. You’ll return to Rizer with an active connection

After Reconnecting

Data syncing resumes. Rizer will import any changes that happened while disconnected.

Existing data is preserved. Your recycled deals, settings, and history remain intact.

The Rizer card works again. It should load normally in HubSpot records.

You may need to wait. Give it 15-30 minutes for the first sync to complete after reconnecting.

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.

Switching Portals

To connect to a different portal:

1. Disconnect from the current portal
2. Connect and choose the different portal during authorization
3. Select the new portal from the HubSpot portal picker

Important: Your Rizer data doesn’t transfer between portals. Recycled deals from Portal A won’t sync with Portal B. You’re essentially starting fresh with the new portal’s data.

Managing Multiple Portals

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

Option 1: Separate Rizer accounts. Create a different Rizer account for each HubSpot portal. Each operates independently.

Option 2: Switch as needed. Use one Rizer account and switch between portals. This works if you don’t need simultaneous access and can accept losing continuity when switching.

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

Common Connection Issues

Here are frequent problems and how to resolve them.

Connection Shows Disconnected

Possible causes:

• HubSpot password was changed
• The user who authorized Rizer was deactivated in HubSpot
• Permissions were manually revoked in HubSpot
• OAuth token expired after long inactivity
• HubSpot subscription lapsed

Solution:

1. Go to Settings > Integrations > HubSpot
2. Click Connect
3. Authorize with a current HubSpot admin account
4. Complete the connection process

“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.

Last Import Not Updating

Possible causes:

• Connection issues (check status first)
• No new data to import (if HubSpot hasn’t changed, nothing imports)
• HubSpot API rate limits (rare, usually affects very large accounts)
• Temporary sync delays

Solutions:

1. Verify status is Connected
2. Wait 30 minutes — imports happen periodically, not instantly
3. If still not updating after an hour, try disconnecting and reconnecting
4. Contact support if the problem persists

Deals Not Appearing in Rizer

Possible causes:

• Deal isn’t in a closed-lost stage
• Deal’s pipeline isn’t selected for import
• Auto-recycle is off (deal appears in “Not in recycling” instead)
• Sync hasn’t run yet

Solutions:

1. Verify the deal is in a closed-lost stage in HubSpot
2. Check Settings > Integrations > HubSpot > Settings > Deal Import
3. Confirm the pipeline is selected
4. Check if auto-recycle is enabled
5. Wait 15-30 minutes for the next sync

Re-engagement Not Creating Records in HubSpot

Possible causes:

• Connection issues
• Missing permissions
• Export pipeline/stage no longer exists in HubSpot
• Daily limits reached (if using limited auto-creation)

Solutions:

1. Verify connection status
2. Check for permission requests
3. Go to Settings > HubSpot > Settings > Deal Export and verify pipeline/stage exist
4. Check if you’ve hit auto-creation limits

Rizer Card Not Loading in HubSpot

Possible causes:

• Connection is disconnected
• Permissions issue
• Card not added to record layout
• Browser caching issue
• HubSpot temporary issues

Solutions:

1. Check Rizer connection status
2. Verify permissions are current
3. Add the card to your record layout if missing
4. Clear browser cache and refresh
5. Try a different browser
6. Wait and retry (sometimes HubSpot has temporary issues)

When to Contact Support

Reach out to Rizer support if:

• Connection fails repeatedly despite following troubleshooting steps
• Error messages reference “server error” or “unexpected error”
• Reauthorization doesn’t resolve permission issues
• Last import timestamp hasn’t updated in 24+ hours with an active connection
• You see errors you don’t understand
• Data discrepancies persist after allowing time for syncs

What to include in your support request:

• Your Hub ID (visible on the integration page)
• Screenshots of error messages
• What you were trying to do
• Steps you’ve already tried
• When the problem started

Best Practices

Regular Monitoring

Check your integration status periodically:

• Glance at the last import timestamp weekly
• Verify the Rizer card works after any HubSpot changes
• Test re-engagement occasionally to confirm exports work

Prompt Attention to Issues

Don’t ignore warning signs:

• “New scopes required” — Grant promptly so features work
• Disconnected status — Reconnect immediately
• Old import timestamps — Investigate soon

Small issues become big problems if ignored.

Coordinate HubSpot Changes

When making changes in HubSpot that might affect Rizer:

• Renaming pipelines/stages — Review Rizer import/export settings afterward
• Deactivating the user who connected Rizer — Reconnect with another admin first
• Changing HubSpot subscription — Verify API access remains available

Document Your Setup

Keep notes on:

• Which HubSpot portal is connected
• Who authorized the connection
• Your import/export settings
• Any customizations you’ve made

This helps if you need to troubleshoot or if the person who set things up is unavailable.