Overview
ClearSync requires read and write access to specific HubSpot data to synchronize your subscription and billing information between Stripe and HubSpot.
Required Permissions
When establishing the connection between HubSpot & ClearSync during setup, you will be prompted to grant ClearSync the following permissions in HubSpot:
Resource | Permission | Why We Need It |
View properties and other details about Companies | Modify All | ClearSync matches Stripe subscription data to HubSpot Companies |
View properties and other details about Contacts | Modify All | ClearSync matches Stripe subscription data to HubSpot Contacts |
View details about custom objects in the CRM | Modify All | ClearSync creates and manages two custom objects inside HubSpot |
View properties and other details about Deals | Modify All | Some customers associate ClearSync data to their Deals in HubSpot. |
View details about users assigned to a CRM record | Read Only | ClearSync provides context within our application as to the owner of certain records. |
View details about property settings for companies | Modify All | ClearSync matches Stripe subscription data to HubSpot Companies |
View details about property settings for contacts | Modify All | ClearSync matches Stripe subscription data to HubSpot Contacts |
View details about custom object definitions in the CRM | Modify All | ClearSync creates and manages two custom objects inside HubSpot |
View details about deals | Modify All | Some customers associate ClearSync data to their Deals in HubSpot. |