Before you connect a HubSpot Marketing or HubSpot CRM account to Databox, make sure you have the appropriate permissions in the HubSpot portal.
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What permissions do I need to connect a HubSpot Marketing account to Databox?
To connect a HubSpot Marketing account to Databox, you will need Marketing Access enabled. This can be set by an admin user in the HubSpot account. Learn how to set this up here.
Pro Tip: To ensure you have access to all of your content data, which includes Blog, Email and Landing Page analytics, it is recommended that you connect the HubSpot account to Databox with Super Admin user permissions. Learn more how to set Super Admin user permissions in HubSpot account here.
If you did not have the appropriate permissions when you initially connected your HubSpot Marketing Data Source, you will need to reconnect the HubSpot Marketing Data Source once your permissions have been updated.
What permissions do I need to connect a HubSpot CRM account to Databox?
To connect a HubSpot CRM account to Databox, you will need Sales Access enabled. This can be set by an admin user in the HubSpot account. Learn how to set this up here.
Pro Tip: If you were unable to get the necessary permissions for the HubSpot account, you can have a 3rd party connect the Data Source by following these steps.
If you did not have the appropriate permissions when you initially connected your HubSpot CRM Data Source, you will need to reconnect the HubSpot CRM Data Source once your permissions have been updated.