Documentation

How RevenueKit.ai works

Answers to common questions. Need more help? Contact support.

Getting Started

What is RevenueKit.ai?

RevenueKit.ai is an analytics platform that connects to your HubSpot portal and surfaces revenue insights, deal intelligence, and CRM health reporting — without needing a data team.

How do I get started?

Sign up at app.revenuekit.ai, choose a plan, and complete checkout. You'll then be prompted to connect your HubSpot account via OAuth. Your dashboard populates with live data within about 30 seconds.

Do I need a HubSpot account?

Yes. RevenueKit.ai connects directly to HubSpot via the official OAuth integration. Any HubSpot plan works — Starter, Professional, or Enterprise.

HubSpot Connection

How does the HubSpot connection work?

RevenueKit.ai uses HubSpot's official OAuth 2.0 flow. When you connect, you'll be taken to HubSpot's authorization page where you approve the requested permissions. We never store your HubSpot password.

What HubSpot permissions does RevenueKit.ai request?

We request read access to contacts, companies, deals, emails, forms, lists, and workflows. The only write permission requested is for the Bulk Property Updater feature (Pro plan), which requires an explicit confirmation before any changes are made.

Can I disconnect my HubSpot account?

Yes. Go to Settings → Integrations and click Disconnect. This immediately revokes the connection and stops all data syncing.

Plans & Billing

What's the difference between Pro and Enterprise?

Pro includes the full analytics dashboard, growth tools, and property health features. Enterprise adds advanced reporting, higher data limits, and priority support. See the pricing page for a full comparison.

Can I cancel my subscription?

Yes, at any time. Go to Settings → Billing and click Cancel Plan. You'll retain access through the end of your current billing period.

Do you offer a free trial?

We don't currently offer a free trial, but you can explore the full app using demo mode at app.revenuekit.ai/?demo=true before subscribing.

Data & Security

Is my HubSpot data secure?

Yes. All data is fetched via encrypted HTTPS connections using your OAuth token. We don't sell or share your data. Data is cached temporarily to power the dashboard and is never used for any other purpose.

Does RevenueKit.ai store my HubSpot data?

We cache data temporarily (up to 5 minutes) to keep your dashboard fast. We do not permanently store your HubSpot records.

Still have questions?

We're happy to help.

Contact support