HubSpot Requirements and Permissions

Primer integrates seamlessly with HubSpot to connect third-party data with your CRM, enhancing your advertising and marketing efforts. Our integration adheres to HubSpot's API guidelines to ensure security, reliability, and compliance.

If you have questions about security or functionality, our customer support team is here to assist you.

API Usage & Limits

We leverage HubSpot's APIs while ensuring compliance with their guidelines to maintain optimal performance and reliability. Here's what you need to know:

  • Authentication: HubSpot requires OAuth 2.0 or Private Apps for authentication. API Keys are no longer supported as of November 30, 2022.

    • Use OAuth 2.0 for user authorization and secure integration access.

    • Alternatively, set up Private Apps to generate unique access tokens for API calls.

  • Rate Limits:

    • Standard Limit: 100 requests per 10 seconds per app per account.

    • Daily Limit: 250,000 API calls per day per app per account.

    • Best Practices: Implement exponential backoff strategies for handling rate limit responses.

  • Data Sync Speed: Data ingestion rates depend on the number of objects being synced and HubSpot's API limits.

Supported Objects

Primer supports the following HubSpot objects for integration:

  • Contacts

  • Companies

  • Deals

  • Custom Objects

  • Lists

For optimal integration, monitor your API usage regularly and ensure your data meets HubSpot’s formatting requirements.


User Permissions

To integrate Primer with HubSpot, ensure the connecting user has the following permissions:

Minimum Required Scopes

  • "crm.schemas.deals.read"

  • "oauth"

  • "forms"

  • "crm.schemas.custom.read"

  • "crm.objects.custom.read"

  • "crm.objects.companies.read"

  • "crm.lists.read"

  • "crm.objects.deals.read"

  • "crm.objects.contacts.read"

Recommended Practices

  • Use a Service Account for Primer integration to maintain clear audit logs of updates.

  • Ensure object permissions (e.g., Contacts, Companies, Deals) align with the data to be synced.


Object Permissions

Object

Minimum Access

In-App Functionality

Contacts

Read

Audience Building

Companies

Read

Audience Building

Deals

Read

Audience Building

Custom Objects

Read

Audience Building

Lists

Read

Audience Building

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