Setup guide for RevenueKit.ai

1. Install the app

RevenueKit.ai installs through HubSpot's official OAuth 2.0 flow. You'll need a HubSpot user with Super Admin or App Marketplace Install permissions for the portal you want to connect.

Step 1: Sign up for RevenueKit.ai

Go to app.revenuekit.ai and create an account by entering your email and choosing a plan. We support Google sign-in as well as email and password.

Step 2: Complete checkout

After creating your account, you'll be redirected to a secure Stripe checkout page to activate your Pro or Enterprise plan. Enter your billing details and complete the payment.

Step 3: Connect your HubSpot account

After checkout, you'll see the HubSpot connection screen. Click Connect HubSpot. You'll be redirected to HubSpot to authorize the connection.

Step 4: Choose your HubSpot account

If you have access to multiple HubSpot portals, HubSpot will ask you to choose which account to connect. Select the portal you want to use with RevenueKit.ai.

Step 5: Approve the requested scopes

HubSpot will show the list of permissions RevenueKit.ai is requesting. Review the scopes and click Connect app to approve.

RevenueKit.ai requests the following scopes:

• Read and write contacts, companies, and deals, including their properties
• Read marketing emails, forms, lists, and automation workflows
• Read and write CRM lists, for the Marketing Contacts sunset tool
• Basic OAuth and content access, for authentication and integration health

Step 6: Confirm the connection

After approving, you'll be redirected back to RevenueKit.ai. Your dashboard populates with live HubSpot data within about 30 seconds.

2. Configure the app

Once connected, RevenueKit.ai is ready to use with no additional configuration required. However, you can customize a few settings to match your workflow.

Configure the Executive Digest

Navigate to Executive Digest in the left sidebar. Choose your send day, recipients, and which sections to include. Click Save & Activate to schedule the weekly email.

Configure your plan and billing

Click the Settings gear icon in the top right. From here, you can view your current plan, update payment methods, and manage team members.

3. Use the app

RevenueKit.ai offers both manual tools (run on demand) and automated flows (run on a schedule). Here's how to use each:

Manual tools

Manual tools are run on demand from within RevenueKit.ai:

• Property Health: Click Tools > Property Health, then click Scan to audit your HubSpot custom properties. Use the Bulk Updater to clean up inconsistent values.
• Marketing Contacts: Click Tools > Marketing Contacts, then click Scan Marketing Contacts to identify sunset candidates. Preview lists and create them directly in HubSpot.
• Duplicate Detection: Click Tools > Detect Duplicates to scan for duplicate contacts and companies.
• UTM Builder: Click Tools > UTM Builder to build tracked campaign URLs and save them to your registry.
• Visual Flow Builder: Click Tools > Create Visual Flow to build workflow diagrams.

Automated flows

Automated flows run in the background on a schedule:

• Executive Digest: Once activated, a weekly email is sent automatically to your chosen recipients at 6 AM in the scheduled day's time zone, summarizing HubSpot activity and strategic recommendations.
• Dashboard refresh: Your Revenue and Growth dashboards automatically refresh with the latest HubSpot data on each visit.

4. Disconnect the app

If you want to stop RevenueKit.ai from syncing with your HubSpot account without cancelling your subscription, you can disconnect the HubSpot connection from within the app.

1. Click the Settings gear icon in the top right of RevenueKit.ai.
2. Navigate to Integrations.
3. Under the HubSpot connection, click Disconnect.
4. Confirm the disconnection when prompted.

5. Uninstall the app

To fully uninstall RevenueKit.ai from your HubSpot portal, remove it from the Connected Apps list in your HubSpot settings.

1. Log into your HubSpot portal.
2. Click the Settings gear icon in the main navigation.
3. In the left sidebar, go to Integrations > Connected Apps.
4. Find RevenueKit.ai in the list of connected apps.
5. Click Actions > Uninstall.
6. Confirm the uninstallation.

For more details, refer to the HubSpot knowledge base article on managing connected apps.