# HubSpot

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.

<figure><img src="https://images.gitbook.com/__img/dpr=2,width=371,onerror=redirect,fit=contain,format=auto,signature=1493262511/https%3A%2F%2Flogos-world.net%2Fwp-content%2Fuploads%2F2022%2F01%2FHubSpot-Emblem.png" alt="" width="375"><figcaption></figcaption></figure>

<details>

<summary>HubSpot Scopes</summary>

* **Contacts & People** - Contacts and related activities
* **Deals & Sales** -Deals (+ associations to contacts/companies, line items)
* **Companies & Organizations** *-* Company records & properties.
* **Appointments & Scheduling** *-*&#x4D;eetings/appointments objects & activities.
* **E-commerce & Orders** *-*&#x4F;rders & line items for commerce reporting.
* **Education & Training** *-*&#x43;ourses (if enabled in your portal).&#x20;
* **Real Estate** - Listings (if enabled).&#x20;
* **Goals & Performance** *-* Sales goals/performance objects.&#x20;
* **Quotes & Proposals** - Quotes and associated line items.&#x20;
* **Lists & Organization** *-* Lists API for segmentation.&#x20;
* **Marketing** *-* Campaigns/UTMs, attribution fields via contacts/deals.&#x20;
* **Communication** *-* Engagements (emails/calls/meetings/notes) tied to CRM objects.

</details>

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

### Dashboards

<table data-view="cards"><thead><tr><th align="center"></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td align="center"><strong>Lifecycle &#x26; Stage Conversion Dashboard</strong></td><td>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.</td><td><a href="https://4203676568-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmj3x7kCuQ8vAs0u0uIPo%2Fuploads%2F86v1OGe6TFTNx2TFZfSr%2Flifecycle-stage-conversion-dashboard_optimized.png?alt=media&#x26;token=2198e5d9-ede5-4630-947b-4a89b7ff37c3">lifecycle-stage-conversion-dashboard_optimized.png</a></td></tr><tr><td align="center"><strong>Campaign Attribution Dashboard</strong></td><td>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.</td><td><a href="https://4203676568-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmj3x7kCuQ8vAs0u0uIPo%2Fuploads%2FiFmPbDsS35Ns9GVltNwM%2Fcampaign-attribution-dashboard_optimized.png?alt=media&#x26;token=91eade10-c49e-4cef-a4f3-d62693c9f25b">campaign-attribution-dashboard_optimized.png</a></td></tr><tr><td align="center"><strong>Revenue &#x26; churn Dashboard</strong></td><td>See marketing performance in real time. Track spend, conversions, and ROAS across channels in one dashboard.</td><td><a href="https://4203676568-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmj3x7kCuQ8vAs0u0uIPo%2Fuploads%2Fk0fJPYPEW86ddalcTVk8%2Frevenue-churn-dashboard_optimized.png?alt=media&#x26;token=250a1f00-c518-450b-a2f3-35d7d0dc681d">revenue-churn-dashboard_optimized.png</a></td></tr></tbody></table>

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<p align="center"><a href="https://riff.new/home?prompt-template=Build%20a%20dashboard%20that%20takes%20HubSpot%20deals%20and%20contacts%20as%20inputs%2C%20calculates%20stage%20conversion%20rates%2C%20cycle%20time%20and%20win%20rate%20by%20pipeline%20and%20owner%2C%20and%20outputs%20charts%20and%20a%20downloadable%20CSV.%20Trigger%20daily%20at%2008%3A00%20and%20on%20button" class="button primary">Riff this App</a></p>
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<p align="center"><a href="https://riff.new/home?prompt-template=Build%20a%20dashboard%20that%20uses%20HubSpot%20contacts%2C%20deals%20and%20UTMs%20to%20show%20campaign-to-revenue%20attribution%20%28CPA%2C%20ROAS%2C%20funnel%20conversion%29.%20Trigger%20daily%20at%2009%3A00%20and%20via%20a%20Refresh%20button" class="button primary">Riff this App</a></p>
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<p align="center"><a href="https://riff.new/home?prompt-template=Use%20HubSpot%20deals%20%28closed-won%2Flost%29%20and%20line%20items%20as%20inputs%20to%20calculate%20MRR%2FARR%2C%20expansion%2Fcontraction%2C%20and%20churn%20cohorts%2C%20and%20output%20a%20board-ready%20dashboard.%20Trigger%20monthly%20on%20the%201st%20at%2007%3A00" class="button primary">Riff this App</a></p>
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### Automations

<table data-view="cards"><thead><tr><th align="center"></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td align="center"><p><strong>Deal stage</strong> </p><p><strong>(alerts → Slack)</strong> </p></td><td>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.</td><td><a href="https://4203676568-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmj3x7kCuQ8vAs0u0uIPo%2Fuploads%2Fpsa7rEyEVynPK8uYmHzH%2Fdeal-stage-alerts-automation_optimized.png?alt=media&#x26;token=944a5939-95ed-4dc5-8c5a-11c30460c13e">deal-stage-alerts-automation_optimized.png</a></td></tr><tr><td align="center"><p><strong>Contact hygiene</strong> </p><p><strong>(dedupe + completeness)</strong></p></td><td>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.</td><td><a href="https://4203676568-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmj3x7kCuQ8vAs0u0uIPo%2Fuploads%2F7jgDtUkbijis8EeGC810%2Fcontact-hygiene-automation_optimized.png?alt=media&#x26;token=0adf3c3c-884c-4d3b-8a63-a8a7b199a54a">contact-hygiene-automation_optimized.png</a></td></tr><tr><td align="center"><p><strong>Ticket triage</strong> </p><p><strong>(AI classify + priority)</strong></p></td><td>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.</td><td><a href="https://4203676568-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmj3x7kCuQ8vAs0u0uIPo%2Fuploads%2FKPUyRCC7XDMrnO1zDCCS%2Fticket-triage-automation_optimized.png?alt=media&#x26;token=29e81812-5e5e-4f87-8c10-8130eda4c40a">ticket-triage-automation_optimized.png</a></td></tr></tbody></table>

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<p align="center"><a href="https://riff.new/home?prompt-template=An%20automation%20that%20listens%20for%20HubSpot%20deal%20stage%20changes%2C%20summarizes%20context%20%28amount%2C%20owner%2C%20days%20in%20stage%29%2C%20and%20posts%20a%20Slack%20alert%20with%20next-step%20suggestions.%20Trigger%20on%20the%20HubSpot%20webhook" class="button primary">Riff this App</a></p>
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<p align="center"><a href="https://riff.new/home?prompt-template=An%20app%20to%20find%20and%20merge%20duplicate%20HubSpot%20contacts%20by%20email%2Fdomain%2C%20flag%20missing%20key%20fields%2C%20and%20export%20a%20cleaned%20CSV%20for%20review.%20Trigger%20on%20button%20and%20weekly%20at%2007%3A00" class="button primary">Riff this App</a></p>
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<p align="center"><a href="https://riff.new/home?prompt-template=An%20app%20that%20reads%20HubSpot%20tickets%2C%20uses%20AI%20to%20classify%20and%20set%20priority%2C%20and%20posts%20a%20Slack%20summary%20for%20high-priority%20issues%20with%20links%20back%20to%20the%20ticket.%20Trigger%20on%20new%20ticket%20webhook" class="button primary">Riff this App</a></p>
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### AI Agents

<table data-view="cards"><thead><tr><th align="center"></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td align="center"><p><strong>Follow-up Email</strong> </p><p><strong>(from deal activity)</strong></p></td><td>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.</td><td><a href="https://4203676568-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmj3x7kCuQ8vAs0u0uIPo%2Fuploads%2FgmDJJRAOuM8bfOKjHkFI%2Ffollow-up-email-agent_optimized.png?alt=media&#x26;token=ba9b6853-f103-47b0-bbc7-2e8e0aa69b71">follow-up-email-agent_optimized.png</a></td></tr><tr><td align="center"><p><strong>List Segmentation</strong> </p><p><strong>Agent</strong></p></td><td>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.</td><td><a href="https://4203676568-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmj3x7kCuQ8vAs0u0uIPo%2Fuploads%2FfuPv3ZkR1pg79tuiYtup%2Flist-segmentation-agent_optimized.png?alt=media&#x26;token=5971eb37-ffd1-4bdf-a437-b0eeb0a59063">list-segmentation-agent_optimized.png</a></td></tr><tr><td align="center"><p><strong>Deal Risk &#x26;</strong> </p><p><strong>Next-best-action</strong></p></td><td>See marketing performance in real time. Track spend, conversions, and ROAS across channels in one dashboard.</td><td><a href="https://4203676568-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmj3x7kCuQ8vAs0u0uIPo%2Fuploads%2F8FjsVMR3qMPceEMxkWhA%2Fdeal-risk-agent_optimized.png?alt=media&#x26;token=5a421aa2-d5de-4788-9cfc-41ee4b492cdc">deal-risk-agent_optimized.png</a></td></tr></tbody></table>

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<p align="center"><a href="https://riff.new/home?prompt-template=An%20agent%20that%20reads%20the%20last%20HubSpot%20activity%20on%20a%20deal%2C%20drafts%20a%20tailored%20follow-up%20email%20with%20next%20steps%2C%20and%20logs%20the%20draft%20as%20a%20note.%20Trigger%20on%20button%20from%20the%20deal%20view" class="button primary">Riff this App</a></p>
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<p align="center"><a href="https://riff.new/home?prompt-template=An%20AI%20agent%20that%20reads%20HubSpot%20lists%20and%20contact%20properties%2C%20proposes%20improved%20segments%20with%20plain-language%20rules%2C%20previews%20member%20counts%2C%20and%20exports%20a%20CSV%20of%20members%20per%20segment.%20Trigger%20on%20button" class="button primary">Riff this App</a></p>
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<p align="center"><a href="https://riff.new/home?prompt-template=An%20AI%20agent%20that%20reads%20active%20HubSpot%20deals%2C%20flags%20at-risk%20ones%20based%20on%20days%20in%20stage%2C%20last%20activity%2C%20and%20amount%2C%20and%20generates%20next-best-action%20suggestions%20plus%20short%20email%2Fcall%20drafts.%20Output%20a%20Slack%20summary%20to%20%23sales-leads%20with%20links.%20Trigger%20daily%20at%2008%3A00%20and%20on%20button" class="button primary">Riff this App</a></p>
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