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Permissions & Prerequisites for HubSpot

What you need on the HubSpot side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.

Before connecting HubSpot to Enginy, make sure your account meets the following requirements. This article covers what you need on the HubSpot side — for step-by-step connection instructions, see How to Configure Your HubSpot Integration


What Enginy will do with your Hubspot

With the granted permissions, Enginy will be able to:

  • Read, create, and modify contacts.

  • Read, create, and modify companies.

  • Read the field configuration of contacts, companies, and custom objects.

  • Read owners (needed to assign record ownership).

  • Trigger data exports from HubSpot.

  • Read your lists.


Plans and editions

Enginy does not check your HubSpot plan when connecting — you can start the process from any account. However, HubSpot may not grant some of the permissions Enginy requests if your plan does not include them.

If that happens, the connection will complete, but Enginy will automatically detect the missing permissions and notify you as "MISSING_SCOPES", so you can review your plan, reconnect, or contact support.

If you're unsure whether your HubSpot plan is compatible, contact support before connecting.


Who can authorize the connection

The person authorizing the integration must have permission in HubSpot to install OAuth applications in the account. If you're not sure whether you have those permissions, check with your company's HubSpot administrator.


User Permissions

When you authorize the integration, these scopes are granted:

Technical scope

What it allows

crm.objects.contacts.read / .write

Read, create, and modify contacts

crm.objects.companies.read / .write

Read, create, and modify companies

crm.schemas.contacts.read

Read the field configuration of contacts

crm.schemas.companies.read

Read the field configuration of companies

crm.schemas.custom.read

Read the configuration of custom objects

crm.objects.owners.read

Read owners to assign record ownership

crm.export

Trigger data exports

crm.lists.read

Read lists


Authentication

Enginy connects via OAuth 2.0.


Security

  • The token refreshes automatically 3 minutes before expiry.

  • Important: removing the integration from Enginy does not revoke access on the HubSpot side. To fully disconnect, go to HubSpot Settings → Integrations → Connected Apps and revoke access there as well.

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