Integrate your Riff workspace with HubSpot to unify pipelines, campaign performance, and customer journeys - then automate follow-ups and alerts. Connect once via OAuth, pick the objects/scopes you need, and start shipping dashboards, automations, and AI agents without switching tools.
Step-by-step setup (How To)
Step 1 Connect your HubSpot workspace
- On the Riff platform click +More → Integrations → HubSpot
- Click Connect account
- Select your HubSpot workspace and authorize Riff
Step 2 Authorize database access
- Choose which services Riff can read/write
- Click Save permissions
Step 3 Verify connection
- Run a quick test: ask the agent a question about your data.
Frequently Asked Questions
Why can’t I find my HubSpot account?
Make sure the account is shared with the integration bot user under “Connections.”
Can I restrict access to specific contacts or deals?
Yes, you can limit permissions to individual contacts or deals when granting access.
Does Riff overwrite existing content in HubSpot?
No. Riff only appends new data if you have given it permission to do so. You can can control if you give read or write access.
How often does Riff sync data?
Syncs can occur on the frequency set using Riff automations, this can range from each minute or can be triggered manually.
Troubleshooting HubSpot Integration on Riff
- Reconnect if the OAuth token expires (Integrations → HubSpot → Reconnect)
- Verify scopes/objects (Contacts, Companies, Deals, Tickets, Engagements)
- Ensure required webhooks/schedules are enabled for your flows
- Clear browser cache or cookies if authorization stalls
- Contact support@riff.ai if the issue persists
Top use cases for Riff + HubSpot
Dashboards
Lifecycle and 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.
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.
Ticket triage (AI classify + priority)
An automation 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.
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.
