Before setting up the HubSpot CRM integration, you must create an integration user in HubSpot CRM with the required permissions. See HubSpot's article Add HubSpot Users.
Important: You must have Super Admin privileges in HubSpot CRM to create the integration user. See Hubspot's article HubSpot user permissions guide.
We recommend creating a dedicated HubSpot user for the Demandbase integration instead of using an employee's account. This helps maintain uninterrupted data synchronization if an employee leaves the company or changes roles and makes it easier to manage integration permissions.
HubSpot CRM Integration User Permissions
Assign the following permissions to the integration user:
Read Access:
- Activities
- Companies
- Contacts
- Deals
- Users
Write/Edit Access:
- Companies
- Contacts