The HubSpot API integration is in beta.
Capabilities
Structure Sync
AccessOwl periodically syncs the seats, permission sets and teams of your HubSpot account.
User Sync
AccessOwl periodically syncs a list of users along with their assigned seats, permission sets and teams.
Provisioning
AccessOwl creates user accounts with the requested seat, permission set and teams during access requests.
Deprovisioning
AccessOwl removes the user’s access in HubSpot during access revocations.
Prerequisites
- Super Admin access in HubSpot, so you can connect AccessOwl, approve the user management permissions it requests and turn on the optional permission for paid seats.
Setup
1
Add HubSpot in AccessOwl
Either add a new application or open Applications and click the +-symbol, then select HubSpot.
2
Connect your HubSpot account
In the integration assistant, click Connect. You are redirected to HubSpot.
- Sign in to HubSpot with your Super Admin account.
- Select the HubSpot account you want to connect.
- Review the required permissions AccessOwl requests.
- Under Optional, tick the box next to “Make changes to your account’s billing settings” so AccessOwl can assign and remove paid seats.
-
Click Connect app.
During the beta, HubSpot shows a notice that the AccessOwl app is not verified yet. This is expected, and you can continue with the connection.
3
Back in AccessOwl
HubSpot redirects you back to AccessOwl, and HubSpot is connected.
Turn on the paid seats permission
AccessOwl needs HubSpot’s optional billing permission to assign and remove paid seats, such as Sales Enterprise seats. HubSpot leaves it unticked by default, so if you didn’t tick it when connecting, a Super Admin can turn it on in HubSpot at any time.- In HubSpot, click the settings icon in the top navigation bar.
- In the left sidebar, go to Integrations > Connected Apps and click AccessOwl.
- Click Actions and select Go to settings.
- Under Optional permissions, turn on Manage and view your account settings. Its description reads “Make changes to your account’s billing settings. This includes managing and assigning paid seats for users.”
Without this permission, AccessOwl still syncs HubSpot and provisions users, permission sets and teams, but provisioning and deprovisioning that involve a paid seat are reassigned to the Application Admin.
Disconnect HubSpot
You can remove AccessOwl’s access to your HubSpot account at any time in HubSpot.- In HubSpot, click the settings icon in the top navigation bar.
- In the left sidebar, go to Integrations > Connected Apps.
- Click Actions next to AccessOwl and select Uninstall.
- Type
uninstallin the dialog box and click Uninstall.
Troubleshooting
Permission sets in HubSpot can be restricted by seat type
Permission sets in HubSpot can be restricted by seat type
Some HubSpot permission sets are only available with certain seat types. When requesting access in AccessOwl, make sure the permission set and seat you select are a valid combination for your HubSpot setup.
Teams do not show up in AccessOwl
Teams do not show up in AccessOwl
Teams are only available on some HubSpot subscriptions. If your subscription does not include teams, AccessOwl syncs and provisions seats and permission sets only.
"Request for Integration Permissions" error during setup
"Request for Integration Permissions" error during setup
HubSpot shows this error when the user connecting AccessOwl does not have enough permissions. Connect AccessOwl with a Super Admin account.
Paid seat provisioning and deprovisioning are reassigned to the Application Admin
Paid seat provisioning and deprovisioning are reassigned to the Application Admin
AccessOwl needs HubSpot’s optional Manage and view your account settings permission to assign and remove paid seats. HubSpot leaves this permission unticked when you connect AccessOwl, so unless it was ticked, provisioning and deprovisioning that involve a paid seat are reassigned to the Application Admin until a Super Admin turns it on. See Turn on the paid seats permission.