Before setting up the HubSpot CRM integration, you must create an integration user in HubSpot CRM with the required permissions shown below. See HubSpot's article Add HubSpot Users.
Important: You must have Super Admin privileges in HubSpot CRM to set up the integration user. See Hubspot's article HubSpot user permissions guide.
As a best practice, we highly recommend that you create a dedicated HubSpot user that Demandbase can use to synchronize with HubSpot. This allows you to more easily update permissions than using a user that is an employee who might leave the company or change roles.
HubSpot CRM Integration User Permissions
Read Access:
- Activities
- Company
- Contacts
- Deals
- Users
Write/Edit Access:
- Accounts
- Contacts