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Overview

Unify can access HubSpot through a shared workspace connection or each user’s personal connection. Connection preferences let you choose which account is used for chat and automatic sync rules.

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When to require user connections

Require user connections when each person should authorize their own HubSpot access. For example, your team can require personal authorization for chat while running automatic updates through the workspace connection. You can also require personal connections for automatic sync rules. In the setup below, select User connections only for the activities that require personal authorization.
HubSpot app access follows the permissions you authorize, called OAuth scopes. These can give Unify access beyond the connected user’s record permissions in HubSpot, even with a personal connection. For example, an app authorized to read contacts can read all contacts even if the user can only view their own. See HubSpot’s OAuth documentation.

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Prerequisites

You need a workspace HubSpot connection and permission to manage the HubSpot integration in Unify.

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Configure connection preferences

1

Open workspace settings

Open Settings → HubSpot and click Workspace settings.If your team will use personal connections, enable Allow users to set up personal HubSpot connections.
2

Choose the connections

Choose a connection for chat and a connection for automatic sync rules. Each setting has three options:
3

Save your preferences

Enable Allow users to write to HubSpot in chat if your team should create and update records through chat, then click Save.If you chose personal connections, have each user authorize their account using the User connection tab in the setup guide. For automatic sync rules, users must connect to the same HubSpot account as the workspace connection.

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How Unify uses the connections

Chat uses the connection of the person sending the message when your preferences select a personal connection. For automatic writes, the associated user depends on the action: The selected connection must belong to the same HubSpot account as the workspace connection. With User connections only, an automatic write requires an eligible connection for that user. Syncs from HubSpot to Unify and HubSpot sync actions in plays use the workspace connection. Access to data already synced into Unify follows your Unify workspace permissions.

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Review user connections

Administrators with permission to manage the integration can inspect the team’s connected accounts. Check these identities when requiring personal connections, particularly if someone reports unexpected CRM access.
1

Select a user connection

Open Settings → HubSpot. Open the connection selector and choose an account under User connections.
2

Check the connected identity

Open the connection’s three-dot menu and select Details. Check the connected email and HubSpot account ID against the account the user should be using. If the identity is wrong, have the user choose Change user and authorize the correct CRM login.

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Troubleshooting

If your workspace has no HubSpot workspace connection, an integration administrator can select a personal connection, open its three-dot menu, and choose Convert to workspace connection. Review the confirmation, then click Convert to make that authorization shared across the workspace.Conversion cannot currently be reversed in Unify. Review the connected account’s access before sharing it with the team, then follow the workspace setup guide to configure mappings and syncs.
With User connections only, the user must connect or reauthorize their account before continuing.With Prefer user, fall back on workspace, chat uses the workspace connection if the user hasn’t connected an account. If their personal connection needs reauthorization, chat can use a workspace connection for the same HubSpot account.