Connect PartnerTap to HubSpot
PartnerTap syncs your HubSpot CRM data to power account mapping with your partners. Setup takes about five minutes.
Before you start
Best practice is a dedicated integration user (for example, partnertap-integration@yourcompany.com) so the connection isn’t tied to one employee’s account.
The integration user needs:
- Admin privileges to connect apps (HubSpot requires a Super Admin or a user with App Marketplace access)
- Read access to Companies, Deals, and Users
Permissions PartnerTap requests
| Object | Access | HubSpot scopes |
|---|---|---|
| Companies | Read schema, read, write | crm.schemas.companies.read, crm.objects.companies.read, crm.objects.companies.write |
| Deals | Read schema, read, write | crm.schemas.deals.read, crm.objects.deals.read, crm.objects.deals.write |
| Users (owners) | Read | crm.objects.owners.read |
| Authentication | Connect via OAuth | oauth |
Create or choose your integration user in HubSpot
In HubSpot, go to Settings → Users & Teams, create the user, and give them Super Admin access.
Open the PartnerTap integration wizard
Log in to PartnerTap and go to Data Manager, then choose HubSpot.
Sign in to HubSpot as the integration user
Select the HubSpot account to connect and approve the requested permissions.
Finish in PartnerTap
You’ll be returned to PartnerTap. Complete the remaining wizard steps to start syncing.
Need help? Contact us at Support