Slack Integration
UPDATE CONTENT
Before you begin, make sure you have the following:
An active Ruby account
HubSpot Admin or Super Admin permissions
Existing CRM data (Contacts, Companies, Deals)
Installation Steps
Install the Ruby App from HubSpot Marketplace:
Click the “Install” button on the Ruby listing in the HubSpot Marketplace, or navigate to the Integrations section in your Ruby AI dashboard and click “Connect HubSpot.”Authorize Access:
You will be redirected to HubSpot’s authorization page. Review the permissions being requested and click “Grant access” to allow Ruby AI to read your CRM data. Make sure you select the correct HubSpot account if you have multiple.Confirm Connection:
After authorization, you will be redirected back to your Ruby AI dashboard. The integration status will show as “Connected.” Your companies, deals, and contacts will begin syncing automatically.View Deal Intelligence:
Open any deal in your HubSpot CRM. You will see a new “Ruby AI Intelligence” tab on the deal record. This card displays AI-powered insights, recommendations, and action items to help you close the deal.
What Data Is Synced
Below is a summary of the types of data synchronized between HubSpot and Ruby AI.
Data Type | Direction | Description |
|---|---|---|
Companies | HubSpot → Ruby AI | Company name, domain, industry, and creation date |
Contacts | HubSpot → Ruby AI | Name, email, phone, job title, and lifecycle stage |
Deals | HubSpot → Ruby AI | Deal name, amount, stage, close date, and pipeline |
Gems | Ruby AI → HubSpot | AI Insights displayed as a CRM card on deal records |
Permissions Required
Ruby AI requests the following HubSpot permissions during installation
Permission | Purpose |
|---|---|
Read Companies | Import your accounts into Ruby AI for analysis |
Read Contacts | Map stakeholders to deals for relationship intelligence |
Read Deals | Analyze deal pipeline and provide closing strategies |
Write Deals | Update deal properties with AI-generated insights |
How To Disconnect
To disconnect Ruby AI from your HubSpot account:
Go to your Ruby AI dashboard → Settings → Integrations → HubSpot → Click "Disconnect." This will revoke Ruby AI's access to your HubSpot data. You can reconnect at any time by following the installation steps again.
Troubleshooting
Integration shows "Not Connected"
Try disconnecting and reconnecting the integration. Make sure you are logged into the correct HubSpot account during authorization.
Deal Intelligence card not appearing
The Ruby Intelligence card appears on deal records only. Navigate to CRM → Deals → open a specific deal to see the card in the record tabs.
Data not syncing
Data syncs automatically on a regular schedule. If data appears outdated, try disconnecting and reconnecting the integration to refresh the sync.
Still need help?
Email support@heyruby.io for direct assistance from our team
