Required user Roles & Permissions for Connecting HubSpot

Before you connect Hubspot Marketing & Hubspot CRM/Sales, you need to make sure you have the correct permissions selected. Please contact your account owner to set permissions for your user.

Hubspot Marketing

To connect HubSpot Marketing, you will need user role: 'Marketer' and 'Write and Publish' permissions for Blog, Landing Pages and Email. Here's how to set this up in your HubSpot portal:

Hubspot CRM/Sales

Within HubSpot CRM, navigate to Settings > Users. When you add a new user or edit an existing one, you’ll see a new set of options under the “Sales” user roles. To connect HubSpot CRM/Sales, you will need:

1. Sales Administrator permissions
or
2. User role: ' Marketer' and ' Write and Publish' permissions for Blog, Landing Pages and Email. See the steps above to set these permissions. 

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