8x8 Work for Hubspot Integration: Minimum Required User Access Rights for Authenticating the 8x8 Integration

Objective

Hubspot requires that users have a minimum access level to their service in order to validate external applications, allowing them to access and store data in Hubspot.

This guide will show you the specific levels of Hubspot service access required per user to authenticate the 8x8 Work integration.

Important Note: Once a user has authenticated the 8x8 integration for use in Hubspot, any undesired access rights for that user can be revoked. The user's initial authentication process only needs to be performed once. The integration will remain authenticated regardless of future user access rights in Hubspot.

Applies To

• Hubspot
• 8x8 Work for Hubspot Integration
• 8x8 Contact Center (VCC) for Hubspot Integration

Authentication Requirements

The changes in this section must be performed by a Hubspot Administrator.

To enable the 8x8 integration in Hubspot, each 8x8 Work integration user must have the following Hubspot access rights granted, in general:

• Contacts
• Marketing
• Service

Below are the specific, minimum requirements for all three of the above categories. Once you've enabled these options, be sure to Save your changes.

Setting Minimum Access Requirements for Users

To change the security properties of users:

1. Log into Hubspot as a Super Admin.
2. Click on the Settings gear icon  at the top-right of the screen.
3. In the navigation area at the left, go to Settings > Account Setup and click Users & Teams.
4. Select the individual Users or Teams that you'll be changing, and click Edit.
5. Continue with the instructions below to alter the user access rights.
6. Be sure to Save your changes when you are done.