Step 2 · Connect
One click. Read-only. Disconnect any time.
hubspot.connect
connection status
HubSpotnot connected
RootCheck diagnosticready · read-only
Connecting to HubSpot with read-only accessNo data is written. No records are changed.Disconnect from your HubSpot account settings anytime.
What HubSpot will ask for
- Read contacts, companies, and deals
To see the shape of your CRM data.
- Read pipelines and lifecycle stages
To check whether your process matches how your team actually sells.
- Read workflows
To spot duplicate logic and silent failures.
- Nothing else
Read-only. No writes, no merges, no deletes.
- what happens next
- Review HubSpot's permission screen.
- Approve, then return to RootCheck.
- We prepare your diagnostic snapshot.
- You see your score before anyone asks for your email.
permission.recap
permission recap
- Read contacts, companies, and deals
To see the shape of your CRM data.
- Read pipelines and lifecycle stages
To check whether your process matches how your team actually sells.
- Read workflows
To spot duplicate logic and silent failures.
- Nothing else
Read-only. No writes, no merges, no deletes.
whats.next
what happens next
- Review HubSpot's permission screen.
- Approve, then return to RootCheck.
- We prepare your diagnostic snapshot.
- You see your score before anyone asks for your email.
Read-only the whole way.
No email required to connect.
Email only requested for sense-making or export help.