Connect Refyne to HubSpot

Create a Refyne account

Sign up at refyne.io using your work email. You'll be prompted to create your first workspace.

Connect your HubSpot portal

Navigate to Connections and click "Connect HubSpot". You'll be redirected to HubSpot to approve the OAuth connection.

Refyne requests these scopes and why:

• crm.objects.companies.read — Read company records for scanning
• crm.objects.companies.write — Write normalized values back to HubSpot
• crm.export — Export full portal for compliance scans
• oauth — Authenticate your account

Configure Harmonies

Go to Harmonies and enable the recommended set. Harmonies define data quality rules like phone number formatting, email validation, and state/country normalization.

Run your first compliance scan

Navigate to Dashboard and click "Run scan". This will analyze your HubSpot data against all active Harmonies and generate a compliance score.

Review dedup queue

Go to Dedup and filter for Grade A pairs. These are high-confidence duplicates ready for bulk approval. You can also use the accordion view for detailed record-by-record review.

Enable Always On (optional)

In Settings → Always On, toggle on nightly monitoring. Add email recipients to receive daily compliance digests. Always On is a paid add-on.