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Connecting HubSpot lets Rivvi read your contacts, deals, and engagement history, build outreach lists straight from your CRM, and write call notes and follow-up tasks back — so your outreach and your CRM stay in sync. Rivvi uses a HubSpot Private App access token — your own, generated inside HubSpot. There’s no Rivvi app to install in your HubSpot account.

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What you’ll need

A HubSpot Private App access token with access to the objects you want Rivvi to work with (contacts, companies, deals, tasks, engagements).

HubSpot: Create a private app

HubSpot’s guide to creating a private app and copying its access token.

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Connect it

1

Create a Private App in HubSpot

In HubSpot, go to Settings → Integrations → Private Apps → Create a private app. Grant it read scopes for contacts, companies, deals, and tasks (and write scopes if you want Rivvi to log notes and tasks). Copy the access token.
2

Open Rivvi's connector settings

In the Rivvi workspace, go to Settings → Connectors and select HubSpot (under CRM). Click Connect.
3

Paste your access token

The form has one field — Access token. Paste it and click Connect.
FieldWhat to paste
Access tokenYour HubSpot Private App access token
4

Set what the agent can do

HubSpot flips to Connected and shows its capabilities. Reads are Always allow by default; writes are Needs approval. Adjust to taste — see Permissions.

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What Rivvi can do with HubSpot

Read (allowed by default)
  • Look up the fields on your contacts, companies, deals, and tasks — including custom ones.
  • Search and list contacts, with the real total and paging.
  • Read a contact and its properties.
  • List a contact’s calls, emails, and notes.
  • Read a deal and its associated contacts; list deals across your pipeline with stage, amount, and source.
  • List companies with industry, lifecycle stage, and location.
  • List tasks across your organization.
Write (asks for approval by default)
  • Add a note to a contact’s timeline.
  • Create a follow-up task on a contact.
  • Update properties on a contact.
  • Log a call outcome to a contact’s timeline.

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Try it

Once connected, ask in chat:
To write back, ask the agent to log a call or create a task — you’ll see an approval card previewing the exact change before it’s made in HubSpot.
Rivvi caps and summarizes what it reads, so a large CRM won’t overwhelm the conversation — you get the total and a useful sample, not thousands of raw rows.

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Next

Using connectors in chat

See more of what you can ask.

Launching outreach

Reach your HubSpot contacts.