HubSpot CRM User Permissions

• For Admins

• For Non-Admin Users

For Admins

Please review the following steps to ensure your users will have access to Chili Piper via HubSpot CRM. These steps are to be completed in HubSpot CRM directly.

Step 1: Connecting to HubSpot

If you have not connected Chili Piper to HubSpot CRM for the first time, a Super Admin will be asked to accept the following scopes during the initial connection:

Step 2: 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 user list. You may need to adjust this for multiple users.

Step 3: CRM Objects (CRM Tab) 

Within HubSpot, click Settings -> Account Setup -> Users & Teams, then select a user.

Under that user's CRM Object permissions, if a user does not inherit the permissions as "on", ensure that you have enabled Contacts, Companies, and Tickets for the users.

Step 4: CRM Tools (CRM tab)

Within HubSpot, click Settings -> Account Setup -> Users & Teams

Under that user's CRM Tools section, make sure that "Edit property settings" is enabled. You can find this under the CRM tab under CRM tools:

Step 5: Settings (Account tab)

Enable "App Marketplace Access":

Step 6: Lists (Marketing tab)

Enable "Lists" under the Marketing tab:

For Non-Admin Users

Users can integrate their Chili Piper account with HubSpot in a couple ways:

1. The Login Screen by selecting HubSpot

2. The personal integrations page inside Chili Piper

In both cases, users will see the screen below when connecting their Chili Piper account to HubSpot. They will need to select the HubSpot account they're connecting to. This should match the account that was connected to Chili Piper by the Super Admin.

If connecting for the first time, they have to click the "Connect app" button from the screen below for the basic OAuth scopes. 

Once connected, checking their personal integrations page within Chili Piper will display a checkbox ✅ showing it is connected.