---
title: "Configuring HubSpot Permissions for Symbo"
description: "How to set up the necessary permissions for Symbo to connect to HubSpot."
url: https://help.symbo.ai/en/articles/10404503-configuring-hubspot-permissions-for-symbo
collection: "CRM"
updated: 2026-08-25
language: en
---

# Configuring HubSpot Permissions for Symbo

How to set up the necessary permissions for Symbo to connect to HubSpot.

## HubSpot User Permissions

To integrate Symbo with HubSpot, ensure that the following permissions are granted.

Required HubSpot Permissions

**Contacts**

-   crm.objects.contacts.read
    
-   crm.objects.contacts.write
    
-   crm.schemas.contacts.read
    

**Companies**

-   crm.objects.companies.read
    
-   crm.objects.companies.write
    
-   crm.schemas.companies.read
    

**Owners**

-   crm.objects.owners.read
    

**Segments (Lists)**

-   crm.lists.read
    
-   crm.lists.write
    

**Deals**

-   crm.objects.deals.read
    
-   crm.objects.deals.write
    
-   crm.schemas.deals.read
    

**Other Permissions**

-   timeline
    
-   oauth
    

Required HubSpot Permissions (non-admin & first install)

**Account > Settings access**

-   App Marketplace access (required if non-admin is installing Symbo for the first time)
    

## How to Set Up Permissions in HubSpot

### 1\. Open HubSpot Settings

Click on the **gear icon** in the top-right corner (next to your profile picture).

![](https://staticfiles.gleap.io/ghelparticle/VgsQTp6XMuOsBsGXIMUPkMYCaYnMvIcTVTPagOCTSNce8aptZlZtDnVl3EIUcq2qD3qlGdiZhVz.png)

### 2\. Navigate to User & Teams

In the left-hand menu, click on **Users & Teams**.

![](https://staticfiles.gleap.io/ghelparticle/qsCV5T4fGTKBn2Tuz2VQdpesqNmduGak26OpGgtNrPKWxBTFtYRWLyT6p65yHNRxQ9VQrEKxOS7.png)

The following page will open:

![](https://staticfiles.gleap.io/ghelparticle/OhjUCtsk9qc4oi0Xhb6lyH2BF3BDaRqErMRVk5XK3QtMKCVk98Atx92nrgCwDoMmL9nK1bqXZK7.png)

### 3\. Edit User Permissions

Find the user whose permissions you want to update. Hover over their name and click **Edit Permissions**.

![](https://staticfiles.gleap.io/ghelparticle/MHLcOyrYtWLmDGFWlhDluKr6H5yexzUe7MSY3rbnqShgSWBMwZd0xdKCuSZxhg05b3qOYirEnx8.png)

### 4\. Enable the Required Permissions

In the permissions editor, search for and update the following:

**Contacts** → Enable required permissions.

![](https://staticfiles.gleap.io/ghelparticle/E0FRU2EBPangOyTRBbBv5hXdNCCPFAGHnrJPI3ODFFLe5SpUpUaNv8saxLoz65tXY1wtbAWCYeN.png)

**Companies** → Enable required permissions.

![](https://staticfiles.gleap.io/ghelparticle/EXNHYkPeNwPEbWdwq2KBcpNSsgmw8ps7RNDumJGKi03Vt3S3RRNtgeDRagNvwNHuCW42cWPelMS.png)

**Segments (Lists)** → Enable required permissions.

![](https://staticfiles.gleap.io/gattachments/71NlzV5zbfpGc49zjmLzh4VkiLWuc9edY5kGdTKV1xg8LC0ICxhA37nK40ZxBHstFtQNR5R4uUT.png)

**Deals** → Enable required permissions.

![](https://staticfiles.gleap.io/ghelparticle/HJw45zTbrfxngng8C7PHOWYpPKS5vamQkU7a5ixMGfI2rZSuaSqZ3iaAY9sh6wHxpxby4BTnwSg.png)

**Account > Settings access** → App Marketplace access

📝 This permission required when Symbo is installed for the very first time. If a non-admin user attempts to install Symbo, they will need App Marketplace access is an admin has not previously installed Symbo.

![](https://staticfiles.gleap.io/gattachments/e8KmNqjb5jh6L1UnhsTw9qLglKWpkxXIJrgusUue7nQ0EC8oqAGAO6fXbTkjxTy80AaZYQxBvba.png)

💡 **Note:**

-   You **do not need** to enable delete permissions for Symbo.
    
-   You can customize the **View** and **Edit** permissions based on your needs (it doesn’t have to be “All Deals”).
    

### 5\. Save Changes

Click **Save** in the top-right corner to apply the permissions.

![](https://staticfiles.gleap.io/ghelparticle/FkZULjWoW278PDv1Nd1aN2dtkmmLIzqHqBcEbxws5Z6PeoNA8iSkk7VzBgcXVMTG7nge1m7CdC2.png)

Your Symbo-HubSpot connection is now ready! 🚀