HubSpot permissions explained

How HubSpot permissions works together with Funnel.

Ilona Norman avatar
Written by Ilona Norman
Updated over a week ago

To connect HubSpot you would need to have a HubSpot account with the correct levels of permissions. This article will explain what you need in order to connect our various HubSpot connectors.

HubSpot Contacts, Companies, Deals and Tickets

For these connectors you would need to have edit access to the object you are connecting, except for Tickets, which also require 'Edit property settings' under 'CRM Tools'. Find the the place to edit access by going to the Users & Teams in settings, finding the user you want to edit and then change access under the CRM tab. See screenshot below.

HubSpot Email Events and Marketing Email

For these connectors you would need to have access to some things under the Marketing tab (see screenshot below) and also Website settings turned on under the Accounts tab. Find the the place to edit access by going to the Users & Teams in settings, finding the user you want to edit and then change access under the corresponding tabs. See screenshots below.

Additional notes

The access you have at the point of connecting is what will be used. This means that if you revoke access to the user at a later point Funnel will still be able to collect data from HubSpot on that users behalf.

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