Hubspot

Go here and run through the tutorial to give the Coworker the following Minimum Permissions. Once you have your access token and share the following information.

Private apps

Hubspot Private App Setup

Required Scopes

Coworker needs access to the following read Scopes: If you wish to add more restrictions to the data that will be synchronized, contact Coworker support to disable some data streams (although this may have an impact on the precision of the generated reports).

CRM

• crm.lists.read

• crm.objects.companies.read

• crm.objects.contacts.read

• crm.objects.custom.read

• crm.objects.deals.read

• crm.objects.feedback_submissions.read

• crm.objects.goals.read

• crm.objects.deals.read

• crm.objects.owners.read

• crm.objects.quotes.read

• crm.schemas.contacts.read

• crm.schemas.companies.read

• crm.schemas.custom.read

• crm.schemas.deals.read

• crm.schemas.quotes.read

Settings

• settings.users.read

• settings.users.teams.read

• settings.currencies.read

Standard

• content

• oauth

• sales-email-read

Information required for the Coworker connection:

• access_token: The credential generated above, starting with pat-. This is equivalent to an API key, and lets us access your Hubspot data.

• start_date: Date of the first record to synchronize, in a ISO8601 format (eg. 2024-01-01)

How to edit Scopes

This tutorial walks through how to edit Scopes: