Which HubSpot plans does RevTrace work with?

RevTrace works with all HubSpot plans — Free, Starter, Professional, and Enterprise. We use HubSpot's standard OAuth API, so any portal with API access is compatible.

Is my HubSpot data safe?

Yes. RevTrace uses read-only API access — we never write to or modify your HubSpot portal. No raw CRM records (contacts, deals, companies) are ever stored. We only save aggregated, anonymized audit findings. OAuth tokens are encrypted at rest.

Can I cancel anytime?

Absolutely. You can cancel your subscription at any time from your account settings. You'll retain access until the end of your current billing period. No cancellation fees, no questions asked.

What does 'read-only access' mean?

When you connect your HubSpot portal, you grant RevTrace permission to read your data for analysis. We cannot create, update, or delete any records in your portal. Your HubSpot data stays exactly as it is.

How long does an audit take?

Most audits complete in under 10 minutes. RevTrace runs 130+ automated checks across contacts, deals, workflows, reporting, and more.

Is there a free plan?

Yes. The Free plan includes 1 HubSpot portal, 1 audit per month, and access to 3 of 8 audit categories. No credit card required.

How much does RevTrace cost?

RevTrace has four tiers: Free ($0), Pro ($79/month), Business ($149/month), and Agency ($199/month). The Business and Agency tiers include AI-powered analysis. Annual billing offers a 20% discount.

Can I switch between monthly and annual billing?

Yes. You can switch between monthly and annual billing at any time from your billing settings. When switching to annual, you'll receive the 20% discount immediately. Changes take effect at the start of your next billing cycle.

Do you offer refunds?

We don't offer refunds for partial billing periods. You can evaluate RevTrace on the Free plan before upgrading, and cancel paid plans at any time.

Connecting HubSpot

RevTrace connects to your HubSpot portal via OAuth — the same secure authorization flow used by all HubSpot marketplace apps. No API keys to copy, no credentials to manage.

Prerequisites

A HubSpot account with Super Admin access (recommended) or admin-level permissions
An active RevTrace account at app.revtrace.ai

Steps

Log in to RevTrace and navigate to HubSpot Portals in the sidebar
Click Connect Portal
You'll be redirected to HubSpot's OAuth consent screen
Select the portal you want to connect (if you have access to multiple)
Review the permissions RevTrace is requesting and click Grant access
You'll be redirected back to RevTrace with your portal connected

What permissions does RevTrace request?

RevTrace requests read-only access to the HubSpot objects it needs to audit:

CRM objects — contacts, companies, deals, tickets
CRM schemas — properties, pipelines, lifecycle stages
Workflows — automation definitions and enrollment history
Forms — form definitions and submissions metadata
Analytics — reporting and dashboard data

RevTrace never writes to or modifies your HubSpot data.

Multiple portals

You can connect multiple HubSpot portals to the same RevTrace organization. Each portal appears as a separate card on the Portals page. This is useful for agencies managing client portals or companies with sandbox environments.

Agency tip: If you have a client group selected in the sidebar when you connect a new portal, it's automatically assigned to that group.

Next steps

Once your portal is connected, you're ready to run your first audit.