Connecting HubSpot

Step 1: Navigate to CRM Settings

• Open Revial and go to Organization Settings
• Select the CRM section

Step 2: Connect

• Click "Connect with HubSpot"
• You'll be redirected to HubSpot's authorization page
• Sign in to HubSpot if prompted
• Review the permissions Revial is requesting (contacts, companies, deals, etc.)
• Check the acknowledgement checkbox and click "Connect app" to authorize

Step 3: Verify Connection

After authorization, you'll be redirected back to Revial. You should see:

• Connection status showing Connected
• The HubSpot email used for the connection
• A Sync Now button to trigger data sync

Step 4: Initial Sync

Click the Sync Now button to pull your CRM data into Revial. The initial sync imports contacts, companies, and deals. This runs as a background job and may take a few minutes depending on the size of your CRM.