This article walks you through the installation steps for Rafiki AI with HubSpot CRM.
Integrating Rafiki AI with HubSpot CRM must be done by the HubSpot Admin User. Once the integration is complete, all Rafiki AI users within this organization will automatically be integrated with HubSpot.
From the Settings page, go to Integrations > CRM, and select HubSpot.
Click Add Integration.
Follow the instructions: sign in to your HubSpot account, and authorize access to Rafiki AI.
When you connect to HubSpot CRM, we install a Rafiki AI for HubSpot CRM app instance in your HubSpot account, and ask for the following permissions:
This app is requesting access to your HubSpot account. Continue connecting if you agree.
Contacts - This includes prospects and lists.
Content - This includes sites, landing pages, CTA, email, blog, and campaigns.
Workflows - This includes workflows.
Create timeline events - Grants access to manage custom activities on HubSpot CRM records. This includes creating or updating records.
Basic OAuth functionality - The basic scope required for OAuth.
Forms - This includes access to the Forms API.
HubDB - This includes access to HubDB.
Access to integrations sync features - This exposes the sync API, which allows syncing of most CRM objects.
Read marketing events - View details about marketing events.
View custom object records - View details about custom objects in the CRM.
IMPORTANT:
Rafiki AI only syncs CRM objects that are owned by Rafiki AI users.
Unassigned objects or objects that do not have an owner set up will NOT be synced.
If the object owner is not a Rafiki AI user, the object will not be synced either.