HubSpot
Sync leads & opportunities with HubSpot for co-sell
Overview
Integration with HubSpot enables the bi-directional referral & syncing between HubSpot opportunities and other partners like APN Customer Engagements Program and thus makes co-selling possible.
Prerequisite
It is strongly recommended that you create a user that is dedicated for integration purpose, either for Suger alone or for all integrations. After integration, all Suger's operation on your HubSpot will be performed by this user.
We need the following permissions:
crm.schemas.companies.read
crm.schemas.companies.write
crm.schemas.contacts.read
crm.schemas.contacts.write
crm.schemas.deals.read
crm.schemas.deals.write
crm.objects.companies.read
crm.objects.companies.write
crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.deals.read
crm.objects.deals.write
crm.objects.owners.read
To satisfy this requirement, you need to ensure the delegation user has "view" and "edit" permissions on CRM contacts, companies, and deals, as well as permission to "edit property settings".
For example, the following permission set would suffice: