Set up HubSpot with Ricavi

Connect HubSpot to bring the deal, contact, and activity data your team needs into Ricavi. Company Admins install and configure the connection; all permitted users can then work with the synced deals in Ricavi.

Before you begin

• You must be logged in to Ricavi as a Company Admin.

• Have access to the HubSpot account you want to connect.

Install HubSpot CRM

Follow these steps to authorise HubSpot and establish the connection.

1. Open CRM Config in Ricavi while logged in as a Company Admin.

2. Select HubSpot, then choose Connect CRM.

3. On the HubSpot connection page, choose the account to connect and grant the requested permissions.

4. Return to Ricavi once authorisation is complete. Your HubSpot CRM is now connected.

Configure your CRM

After connecting HubSpot, configure what Ricavi can sync and how your team’s data is matched.

1. Open CRM Config as a Company Admin.

2. Choose the objects to sync: contacts, deals, and activities.

3. Map the deal fields you want Ricavi to send through to HubSpot.

4. Set up user mapping by linking each CRM user with their Ricavi user. This ensures users see the same deals in Ricavi that they are permitted to access in your CRM.

Use your CRM configuration

As a logged-in user, open Deals to see the records that have synced to your account. Select a deal to review its activities and take the actions your company has enabled for you.

Disconnect your CRM

Only Company Admins can disconnect a CRM connection.

1. Log in to Ricavi as a Company Admin.

2. Open the Connectors tab.

3. Scroll to the CRM connection and select the disconnect option.