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Permissions for Connecting HubSpot to Crossbeam with Integration User or People User

The integration user or people user should be used to connect inbound sync & outbound integration.

Written by Amanda Merlene
Updated this week

Important: Integration User or People User making the connections must remain on team page, with all noted permissions or connection will break

  • A HubSpot Sales Hub - Enterprise license is required to create the HubSpot custom object.

Permissions Needed for Installation

Type

Requirement

Crossbeam Permissions on Team Page

Invite integration user or people user to team page

Full Access: Admin

Sales: Manager

HubSpot Permissions

Administrative Permissions

  • Super Admin permissions

  • Marketplace Access

Access to Sync Required Fields

  • Companies: Company ID, Company name, Owner ID, Website URL

  • Contacts: Contact ID, Email, Primary Associated Company ID

  • Deal Contact Associations: Contact ID, Deal ID, ID, Label

  • Deals: Deal ID, Deal Stage, Deal Stage ID, Pipeline, Pipeline ID

  • Owners: Account Owner Email, Owner ID

  • User: Account Owner Email, User ID

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