HubSpot permissions,
in plain English.
When you install an app, HubSpot shows the permissions it asks for. Some can be marked optional, so the app installs without them. Some permissions only work on certain HubSpot plans.
- View contacts
Lets the agent see your contacts and their details, such as names, emails, phone numbers, and other contact fields. - Create, change, and delete contacts
Lets the agent add new contacts, change existing ones, and delete them. - Create, change, and delete companies
Lets the agent see your company records, add new ones, change them, and delete them. - View deals
Lets the agent see your deals and their details, such as stage and amount. - Create, change, and delete deals
Lets the agent add deals, change them (for example their stage or amount), and delete them. Deals are sales records, not payments. - Export your whole CRM
Lets the agent export records from your CRM in bulk, for every type of record. - Import records into your CRM
Lets the agent bulk import records, which can create new records or change existing ones, across every type of record. - Read and manage one-to-one sales emails
Despite the name, this lets the agent read and manage the one-to-one emails logged on your CRM records, such as emails your team sent to contacts. - Read your inbox conversations
Lets the agent read threads and messages in your HubSpot conversations inbox and help desk, such as chat and email conversations with customers. - Send and manage inbox messages
Lets the agent send messages in your conversations inbox, including replies to customers through your connected channels. It can also change a thread's status and delete or restore threads. - Send marketing emails
Lets the agent look up and send marketing emails. Sending through the API needs Marketing Hub Enterprise, or the transactional email add-on for some sending methods. - Subscribe or unsubscribe contacts
Lets the agent change whether contacts are subscribed to your email subscription types. - Edit your website, landing pages, and blog
Lets the agent use HubSpot's content tools for website pages, landing pages, marketing emails, and blog posts. It can publish blog posts live and delete content. Only available on CMS Hub or Marketing Hub accounts at the Professional or Enterprise level. - Full File Manager access (legacy)
An older, broad permission to see, manage, and upload files in your HubSpot File Manager. HubSpot recommends newer, narrower file permissions instead. - Full ticket access (legacy)
An older permission to view and manage support tickets. HubSpot recommends newer, narrower ticket permissions instead. - Manage HubSpot users and permissions
Lets the agent add users to your HubSpot account, change their permissions and roles, and delete users.
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This page explains what a permission allows. It does not describe, test or rate any product. Permission details are summarized in our own words from the provider's documentation, linked on the page; providers change their documentation, so check the source before you rely on a detail.