Due to security controls in HubSpot CRM, it does not allow non-admin users to grant access to the Contact object. For these non-admin HubSpot users to oAuth / authenticate with Chili Piper, a set of permissions are required on their account.
Without these permissions, you may receive an error: "Couldn't complete the connection"
- Super Admins will have access to everything and don't need specific permissions like these set.
- If the user sees the above error and is in a Team, please remove the user's Team Membership before attempting to connect, even if they are Super Admin.
Due to a current limitation in the scope of the OAuth login, you may need to temporarily set a user as "Super Admin". Once connected, you can disable their super admin access utilizing the below permissions.
Please review the following steps to ensure your users will have access:
Step 1: Edit users
The first step will be to browse to Settings -> Users & Teams within HubSpot CRM. Once you find the user you want to grant access to, select them from the list. You may need to adjust this for multiple users.
Step 2: Object access (CRM tab)
Ensure that the users have Edit / View permissions on everything at the minimum. This is especially the case for Contact & Companies / Tickets as this is what we oAuth against.
Step 3: CRM Tools (CRM tab)
Make sure that "Edit property settings" is enabled. You can find this under the CRM tab under CRM tools:
Step 4: Settings (Account tab)
Enable "App Marketplace Access":
Step 5: Lists (Marketing tab)
Enable "Lists" under the Marketing tab: