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Checklist before installing a HubSpot integration

We recommend verifying the following requirements before installing the HubSpot integration to ensure a smooth setup.

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1. Ensure you are a HubSpot Super Admin

You must be a Super Admin to install an app. This is a HubSpot requirement.

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2. Ensure you have a Sales Hub seat (if access to Leads is required)

If your integration requires access to Leads, you must have a Sales Hub seat in HubSpot. Without this, you may not be able to retrieve or manage lead data. To check if you have a Sales Hub seat:
  1. Log in to HubSpot.
  2. Click on your profile picture and select Settings.
  3. In the left sidebar, navigate to Users & Teams.
  4. Locate your user account and check for Sales Hub seat assignment.
  5. If you do not have a Sales Hub seat, ask your HubSpot administrator to assign one to you.
Learn more about different HubSpot seats here.