Revspire Resources

HubSpot Connection

The HubSpot integration connects Revspire with your HubSpot portal for deal and account workflows.

Features

  • One-time org-level service user connection.
  • Per-user HubSpot connections.
  • Automatic reconnect flow when authorization expires.
  • Connection administration from Settings.

Purpose

To allow Revspire to securely read and sync HubSpot data for both organization and user workflows.

Permissions

  • Your profile should include:
  • Add Connections
  • Edit Connections
  • View Connections (or View All Connections)
  • Activate/Deactivate Connections (optional, for admins)

For service-user setup in Setup > Deal Room, org setup permissions may also be required.

Steps

Step 1: Connect Service User (Required First)

  1. Go to “Setup > Deal Room > CRM Integration”.
  2. Choose “HubSpot”.
  3. Enter a connection name.
  4. Select environment (Production/Sandbox as configured in your org).
  5. Click “Connect”.
  6. Sign in to HubSpot and approve the app.
  7. Return to Revspire and confirm “Connected” status.

Step 2: Connect User HubSpot Account

  1. Go to Main > Settings > Connection.
  2. Click + Add Connection.
  3. Select “HubSpot”.
  4. Enter the connection name and other details.
  5. (Optional) Set this connection as “Primary”.
  6. Complete HubSpot authorization.

Step 3: Public App Installation (If Required by Your Org)

If your HubSpot admin requires the public app to be installed/approved first, complete that prerequisite before running Step 1 and Step 2.

Connection Management

From “Main > Settings > Connection”, users/admins can:

  • Reauthorize connection
  • Activate/Deactivate connection
  • Mark a connection as primary

Limitation and Notes

Service user is organization-level and configured once.

If authorization is revoked in HubSpot, reconnect from Revspire using “Authorize” or “Sync”.

Users without connection permissions will not see add/manage actions.