Required HubSpot User Permissions for the HubSpot Integration

To ensure Cometly receives new contacts, updated contacts, new deals, and updated deals via HubSpot webhooks, the installing user must have full access to CRM objects and the App Marketplace. This guide walks you through the required permissions.
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HubSpot only sends webhook events based on the permissions of the user who installs the app. If these permissions aren’t enabled, Cometly may not receive contact or deal data, causing gaps in your attribution and event tracking.

The user installing Cometly must have full access to Contacts.

Make sure the following are set:

These permissions ensure Cometly receives webhook events when contacts are created or updated.

The user must also have full access to Deals.

Enable:

This allows Cometly to receive all deal-related events for accurate attribution and pipeline tracking.

While not required for webhooks alone, these permissions prevent issues if you later automate actions involving the Cometly integration.

Confirm these are turned on:

This is required for installing the Cometly app from the HubSpot Marketplace.

Make sure App Marketplace access is set to ON.

This lets the user view integrations and install the Cometly app.