HubSpot

How to build a Riff application with Hubspot integration.

Connect your HubSpot account once and let Riff read the CRM objects you already use - contacts, companies, deals, tickets, quotes, line items, lists, and (if enabled) e-commerce orders - so you can build dashboards, automations, and agents on top of real data.

Riff uses HubSpot OAuth scopes to request “read” access only.

HubSpot Scopes

• Contacts & People - Contacts and related activities

• Deals & Sales -Deals (+ associations to contacts/companies, line items)

• Companies & Organizations - Company records & properties.

• Appointments & Scheduling -Meetings/appointments objects & activities.

• E-commerce & Orders -Orders & line items for commerce reporting.

• Education & Training -Courses (if enabled in your portal).

• Real Estate - Listings (if enabled).

• Goals & Performance - Sales goals/performance objects.

• Quotes & Proposals - Quotes and associated line items.

• Lists & Organization - Lists API for segmentation.

• Marketing - Campaigns/UTMs, attribution fields via contacts/deals.

• Communication - Engagements (emails/calls/meetings/notes) tied to CRM objects.

HubSpot OAuth asks users to approve specific “resources” (scopes). Apps get tokens with only those permissions

Explore HubSpot Use Cases

Dashboards

Lifecycle & Stage Conversion Dashboard

Build a dashboard that takes HubSpot deals and contacts as inputs, calculates stage conversion rates, cycle time and win rate by pipeline and owner, and outputs charts and a downloadable CSV. Trigger daily at 08:00 and on button.

Campaign Attribution Dashboard

Build a dashboard that uses HubSpot contacts, deals and UTMs to show campaign-to-revenue attribution (CPA, ROAS, funnel conversion). Trigger daily at 09:00 and via a Refresh button.

Revenue & churn Dashboard

See marketing performance in real time. Track spend, conversions, and ROAS across channels in one dashboard.

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Automations

Deal stage

(alerts → Slack)

An automation that listens for HubSpot deal stage changes, summarizes context (amount, owner, days in stage), and posts a Slack alert with next-step suggestions. Trigger on the HubSpot webhook.

Contact hygiene

(dedupe + completeness)

An app to find and merge duplicate HubSpot contacts by email/domain, flag missing key fields, and export a cleaned CSV for review. Trigger on button and weekly at 07:00.

Ticket triage

(AI classify + priority)

An app that reads HubSpot tickets, uses AI to classify and set priority, and posts a Slack summary for high-priority issues with links back to the ticket. Trigger on new ticket webhook.

Riff this App

Riff this App

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AI Agents

Follow-up Email

(from deal activity)

An agent that reads the last HubSpot activity on a deal, drafts a tailored follow-up email with next steps, and logs the draft as a note. Trigger on button from the deal view.

List Segmentation

Agent

An AI agent that reads HubSpot lists and contact properties, proposes improved segments with plain-language rules, previews member counts, and exports a CSV of members per segment. Trigger on button.

Deal Risk &

Next-best-action

See marketing performance in real time. Track spend, conversions, and ROAS across channels in one dashboard.

Riff this App

Riff this App

Riff this App