What it is
Contacts, deals, and engagement in. Notes, tasks, contacts, and call logs back on the record.
Your own credentials. Rivvi does not become your identity provider.
What it can do
Connect HubSpot.
The token is yours. Rivvi does not become the HubSpot account owner.
Ask for the list or the record.
Search contacts, read a deal, list tasks. Custom fields are available when you ask for them.
Notes, tasks, contacts, and call logs.
Those are the writes. Each follows the permission your team sets for the tool.
What you can ask
- Which contacts in HubSpot are in the open stage?
- Log this call on the contact.