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HubSpot connects with OAuth — you sign in to HubSpot and approve access, so Ryze never sees your password. Once connected, the agent can read and edit your CRM contacts, companies, and deals, read your contact lists and account owners, and manage CMS blog content.

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Step 1 — Connect in Ryze

In Workspace Settings → Integrations, find the HubSpot card and click Connect. You’re redirected to HubSpot to authorize.

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Step 2 — Authorize in HubSpot

1

Sign in to HubSpot

Sign in to the HubSpot account you want to connect, or create a new one.
The HubSpot screen to sign in or create an account when connecting Ryze AI
2

Choose the account

If you have access to more than one HubSpot account (portal), pick the one you want Ryze to work with, then click Choose Account.
Choosing which HubSpot account to connect to Ryze AI
3

Approve access

Review the requested permissions and approve. HubSpot sends you back to Ryze and the connection is saved.

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Step 3 — Confirm the connection

Back in Ryze, the HubSpot card shows a Connected badge and the account you linked — identified by its domain (like pantio.io).
The connected HubSpot account shown in Ryze with an option to add another account

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Connect multiple accounts

You can connect more than one HubSpot account (portal) in the same workspace. Click Add one more account on the HubSpot card and repeat the authorization. See Connect multiple accounts for how the agent picks between them.

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What the agent can do

Once connected, the agent works with HubSpot through your account:
  • CRM records — read and edit contacts, companies, and deals
  • Search — filter and query records with the HubSpot CRM Search API
  • Lists — read your contact lists
  • Owners — look up account owners to attribute records
  • CMS — read and edit blog content
After connecting, start a new chat so the agent picks up the new integration.

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Troubleshooting

  • Wrong account connected — each connection is one HubSpot portal. To switch, connect the right portal with Add one more account, or reconnect and choose a different account during authorization.
  • Connection stopped working — click Reconnect on the HubSpot card and re-authorize. This refreshes access if permissions changed or the token was revoked in HubSpot.
  • Missing records or fields — HubSpot returns a default set of properties; ask the agent for the specific fields you need. If a whole object type is missing, the connected user may not have access to it in HubSpot.
Still stuck? Email support@get-ryze.ai.