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.
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:
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:
We created a HubSpot App called "Suger". You can easily complete the integration with the following steps:
To delete the integration, simply click the 🗑️ button in the "Integrations" list. We will remove any credentials in our system. You can also stop the integration by uninstalling the Suger App in your HubSpot account settings.