What can an AI agent do with
View deals?
Lets the agent see your deals and their details, such as stage and amount.
How to spot it
On a HubSpot connection or settings screen, this is crm.objects.deals.read.
With it, an agent can
- See deal records and their details
It cannot, on its own
- Create, change, or delete deals
What a bad day looks like
The agent shares your pipeline and deal amounts in a summary that reaches the wrong person.
Set it up safer
- Grant read only if the agent just needs to report on deals
Ask the company selling the agent
- Who can see the reports the agent makes from my deals?
- Do you store deal data?
Source
Checked against HubSpot documentation on 2026-09-28. All HubSpot permissions →
Thinking about a specific agent?
Tell us what it connects to, what it is allowed to do and who approves its work. You get a plain-language label of what it can touch and what to ask the seller. It takes a couple of minutes, and your answers stay in your browser unless you choose to post a test job.
Or have a person go through the AI apps on up to 3 of your business services with you and get a written report, for $249.
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.