Integrating with HubSpot
HubSpot Setup Create a new user in HubSpot
Prerequisites
To connect HubSpot to Drivetrain, you need:
An active HubSpot account
Super-Admin privileges on HubSpot
Admin privileges in Drivetrain
HubSpot Setup
Drivetrain supports integration with Hubspot via API from a standard user account with API Access enabled. To get started, create a new user for Drivetrain.
Create a new user in HubSpot
In your HubSpot account, click the settings icon in the main navigation bar.
In the left sidebar menu, navigate to Users & Teams.

In the upper right, click Create user.

In the Create User flow, enter the email ID provided by your Drivetrain Customer Success Manager and click on Next

Make sure Start with a template is selected under Choose how to narrow access

Click the arrow next to Narrow access with default permission set and under Select template, make sure Standard User is selected

Click the arrow next to Narrow access with permissions in the next screen - you should be able to see Standard User selected and the CRM tab opened


Scroll Down and enable Export under CRM Tools

Click on the Marketing Tab

Enable View Access to Campaigns under Marketing Tools

Navigate to the Account tab and enable App Marketplace Access and Reports and dashboards

Scroll below and enable Account Access under the same tab

Enable the Add and Edit developer apps and test accounts permission

Review permissions and click on Next
Send an invite to the newly added email address by clicking on Send

Mark Done.

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