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    Setup guide

    This guide explains how to install, configure, and manage the Vievo HubSpot integration.

    Last updated

    What this integration does

    Vievo connects to HubSpot to ingest sales activity and CRM context used for coaching insights. The integration currently reads:

    • Deals
    • Companies
    • Contacts
    • Owners
    • Engagement activity used in coaching analytics (calls, meetings, notes, tasks, communications)
    • One-to-one email engagement content only when email scope is granted

    Install and connect HubSpot

    1. Sign in to Vievo.
    2. Go to onboarding or settings and click Connect HubSpot.
    3. Select the HubSpot account to connect.
    4. Review requested permissions in the HubSpot OAuth consent screen.
    5. Click Connect app.
    6. You are redirected back to Vievo to complete setup.

    OAuth scope notes

    Vievo always requests required read scopes for core CRM sync.

    Vievo may also request sales-email-read when a user enables email analytics. This scope is requested separately so core setup can continue even if email analytics is not enabled.

    Configure after connection

    1. Complete onboarding steps (rep or manager path).
    2. Run initial sync.
    3. Confirm connection status in Settings, under Connections.
    4. Optional: run Sync now for an immediate refresh.

    Data sharing summary

    Data flow is one-way for this integration version:

    • HubSpot -> Vievo: CRM data and engagement activity for coaching analytics.
    • Vievo does not write CRM records back to HubSpot as part of this sync flow.

    Email content behavior:

    • If sales-email-read is granted, Vievo can ingest email engagement details needed for deeper coaching analysis.
    • If sales-email-read is not granted, sync continues with warnings and email-specific analytics are limited.

    Sync behavior

    • Initial sync runs during onboarding.
    • Users can trigger manual sync with Sync now.
    • Scheduled sync jobs keep data current.
    • If HubSpot permissions are revoked or tokens expire permanently, sync pauses and reconnect is required.

    Disconnect in Vievo

    To disconnect inside Vievo:

    1. Open Settings, then Connections.
    2. Under Disconnect HubSpot (managers only), choose Disconnect and delete.
    3. Confirm deletion action.

    When disconnected in Vievo:

    • HubSpot OAuth token revocation is attempted.
    • Stored HubSpot tokens are deleted from Vievo.
    • Synced account data stored in Vievo is deleted for that account.
    • Data that remains in HubSpot is not deleted by Vievo.

    Uninstall from HubSpot

    To uninstall the app from HubSpot, follow HubSpot's uninstall guide:

    https://knowledge.hubspot.com/integrations/connect-apps-to-hubspot#uninstall-an-app

    Uninstalling from HubSpot removes HubSpot-side app access. If Vievo still has previously synced data, reconnect is required before any new sync can run.

    Troubleshooting

    Missing scopes warning

    1. Reconnect HubSpot from Vievo.
    2. Approve requested scopes in HubSpot.
    3. Run a manual sync and confirm warnings are cleared.

    Reconnect required

    If connection status indicates reconnect is required, HubSpot authorization was likely revoked or expired. Reconnect HubSpot to restore sync.