HubSpot permissions
For the HubSpot connector to work correctly in LightLead, certain access permissions in the CRM system are required.
Required permissions
The following scopes are required: crm.objects.deals.read (deals), crm.objects.contacts.read (contacts), crm.objects.companies.read (companies), crm.schemas.deals.read (properties), crm.pipelines.deals.read (pipelines).
Permission check
LightLead automatically checks access permissions during initial discovery. If any permissions are missing, you will see a corresponding warning in the interface.
Detailed list of permissions
| Permission | Description | Requirement |
|---|---|---|
| Read entities | Access to the list and content of deals/orders/leads | Required |
| Read pipelines | Access to the list of pipelines and statuses | Required |
| Read users | Access to the list of users/managers | Recommended |
| Read custom fields | Access to custom field settings and values | Recommended |
| Read contacts/companies | Access to related contacts and companies | Recommended |
Permission limitations
Some operations may be unavailable if certain permissions are missing:
Without pipeline permissions: reports grouped by pipeline and status are unavailable
Without user permissions: grouping by manager is unavailable
Without custom field permissions: custom fields are unavailable in filters and reports
Without contact permissions: attribution by contact data is unavailable
Updating permissions
If you changed access permissions in the CRM system, run discovery again in LightLead:
Go to the connection settings
Click Reconnect or Refresh discovery
Wait for the permission check to complete