Start syncing your HubSpot into Ragie by following the steps below:

Creating a Connection

1. Connect Hubspot from the dashboard. All of the scopes are optional, so if you don't have them, they won't be used.

2. Select an API key from the dropdown at the top. All documents created by the connection will be attributed to the selected API key.

3. Fill out any metadata you want to associate with the Hubspot data. You can use this to filter the data later. This is in JSON format. You can leave it blank, or you could set it to something like

4. json

   {
     "company": "acme"
   }

5. Select the import mode

6. Click "Create Connection" at the top right.

You will be taken back to the connectors page, and the system will schedule a sync process for you as soon as possible.

What is synced?

Ragie uses Hubspot's Optional scopes, so only data that you have access to will be synced. The full list of data we support is below.

• Companies
• Contacts
• Deals
• Emails
• Feedback submissions
• Goal targets
• Leads
• Line items
• Meetings
• Notes
• Products
• Tasks
• Tickets

Metadata

Each file includes the following metadata