HubSpot
Connect HubSpot to Ploy to see who has access to your HubSpot account, which permission set and teams each person has, and to invite, update and remove HubSpot users from Ploy.
Before you begin: you must be a Super Admin in your HubSpot account.
Beta
The HubSpot integration is in beta. Reading your users has been in use for a long time, but inviting, removing, changing permission sets and changing teams are new and have not yet been run against a customer's HubSpot account. Please check the result in HubSpot the first few times you use them, and tell us if anything looks wrong.
Connect HubSpot to Ploy
In Ploy, go to Integrations and select HubSpot.
Tick the beta consent box. This lets Ploy keep technical error details from this connection, including HubSpot's API responses with personal information removed, and use them only to find and fix problems with the integration. Nothing is shared outside Ploy.
Click Connect to HubSpot.
HubSpot opens. Sign in if asked, choose your account, and approve the access Ploy asks for.
You are sent back to Ploy, and the integration is connected.
Ploy starts scanning your HubSpot users and teams straight away and then every hour.
What Ploy reads
Every user in your HubSpot account, with their permission set. Super Admins are shown as Super Admin.
Every team, with its primary and secondary members.
When someone is removed from your HubSpot account or from a team, Ploy removes their access on the next scan.
HubSpot does not tell Ploy whether a user has accepted their invitation, so everyone listed in your account is shown as active.
What Ploy can change
Invite a user: from an onboarding flow, Ploy invites the email address and HubSpot sends them an invitation to set up their login. You can choose a permission set by name or ID; leave it blank to use HubSpot's default.
Remove a user: from an offboarding flow, Ploy removes the user from your HubSpot account, which also takes them out of every team. Removing someone who is already gone counts as done.
Change a permission set: moves a user to another permission set.
Add to or remove from a team: from the team's page in Ploy. A user with no primary team gets the team as their primary team; otherwise it is added as a secondary team.
HubSpot only lets Super Admin access be granted or removed in HubSpot itself, so Ploy will not change a Super Admin's permission set. Permission sets must already exist in HubSpot under Settings, Users & Teams, Permission sets. HubSpot has no way to suspend a user, so removal is how access is taken away.
If an action says Ploy is missing permission
Changing users needs Ploy to hold HubSpot's user management permission. Connections made before these actions existed only granted read access. If an action fails asking you to reconnect, open the HubSpot integration in Ploy, click Connect to HubSpot again as a Super Admin, and approve the requested access.