Disconnect a Portal

If you need to disconnect a HubSpot portal from RevTrace — whether you're cleaning up test portals, offboarding a client, or switching accounts — here's how.

Disconnecting

1. Navigate to HubSpot Portals in the sidebar
2. Find the portal you want to disconnect
3. Click the three-dot menu on the portal card
4. Select Disconnect
5. Confirm the disconnection

What happens when you disconnect

• The OAuth token is revoked — RevTrace can no longer access the portal's data
• The portal card moves to a "disconnected" state
• Past audit results are preserved — You can still view historical audits
• Scheduled audits are paused — Any active schedules for this portal stop running

Reconnecting

You can reconnect a previously disconnected portal:

1. Click Reconnect on the disconnected portal card
2. Complete the OAuth flow with HubSpot
3. The portal is restored with its audit history intact

Deleting a portal entirely

If you want to remove all data associated with a portal (including audit history), contact support. Disconnecting alone preserves historical data.