Virtual Office 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 Virtual Office 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 Virtual Office for Hubspot Integration
- 8x8 ContactCenter (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 Virtual Office integration user must have the following Hubspot access rights granted, in general:
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.
Contacts
In Contacts:
- The user must be assigned View and Edit access.
- The user must be allowed to see Unassigned contacts and companies (check both boxes) for either Team only or Owned only options. Selecting Everything from the drop-down menu automatically provides full View or Edit access to the user.
Marketing
In the Marketing tab, the following minimum access items must be set for the user:
- Marketing Access must be set to ON.
- Email must allow the user to Publish, which automatically enables Write and Read access.
- Lists must be enabled.
Service
In the Service tab:
- Only Edit access must be enabled. To do this, select any option from the dropdown menu except None.
The User must grant 8x8 permission to access Hubspot