Salesforce

What are the minimum permissions the Salesforce Integration User needs?

Last updated: November 1, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

In order for the Salesforce integration with HubSpot to function correctly, the integration user must meet the following conditions:

  • Must be assigned the HubSpot Integration Permission set. Follow the instructions here, selecting HubSpot Integration Permissions in the Available Permission Sets section.
  • Must have the following permission settings in their Profile:
    • API enabled
    • Modify All on any objects which will be syncing (Accounts, Campaigns, Contacts, Leads, Opportunities, and HubSpot Intelligence Custom Object).

      Note: it is not necessary for the integration user to have Modify All permissions on all available syncing objects, but only objects for which the integration user has access will sync. If the integration user does not have write/modify permissions for an object, you may receive object-level errors when updating properties in HubSpot.
  • The Task fieldType must be set as Visible to the integration user.

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