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HubSpot · Customers and money

HubSpot

Agents look up your contacts, companies, deals and tickets, keep notes and tasks up to date and move deals along. Anything that emails a customer, removes a record or hands work to someone else waits for a person.

Live

What an agent can do at each level.

You set a level for each team on each account, and you can give any agent its own setting on top. Every account starts at No access, and each level includes everything in the one before it. If an agent reads something it can’t trust, like an email or a web page, it drops one level until that task ends.

Can read

Reads and searches. Changes nothing.
Search contacts, companies, deals and ticketshubspot.search_contacts · search_companies · search_deals · search_tickets
Read one contact, company, deal or ticket in fullhubspot.read_contact · read_company · read_deal · read_ticket
Read the history of calls, emails and notes on a recordhubspot.read_timeline
See your deal pipelines and their stageshubspot.list_pipelines
See who owns records on your teamhubspot.list_owners

Can edit

Drafts and edits. Nothing goes out, and nothing is deleted.
Add a note to a recordhubspot.create_note
Create a follow-up task on a recordhubspot.create_task
Update the details on a contact or a ticket, with the old values kept so it can be put backhubspot.update_contact_properties · update_ticket
Move a deal to another stage, remembering where it washubspot.update_deal_stage

Can act with your OK

Also sends, pays, shares and deletes, after you OK each one.
Add a new contacthubspot.create_contact
Add a new companyhubspot.create_company
Merge two contacts into onehubspot.merge_contacts
Delete a recordhubspot.delete_record
Send a one-to-one email to a contacthubspot.send_email
Enrol a contact in a sales sequencehubspot.enroll_in_sequence
Hand a record to a different ownerhubspot.change_owner
Can act on its own. Sends, pays, shares and deletes without asking. You get a receipt for each. Nobody checks anything before it goes out.

Other integrations

GmailRead and sort your mail and write drafts. Sending waits for a person unless you choose Can act on its own.Google ContactsLook people up by name or address. Can read.Google CalendarSee your week, find a free hour, and book or move meetings.Google DriveFind, read, file and tidy everything in Drive.Google DocsRead your documents and add to them.Google SheetsRead the numbers and keep them up to date.Google SlidesRead your decks, and build new ones once you OK them.GitHubRead the code, open branches and pull requests. Never merge.OutlookRead and sort your mail and write drafts. Sending waits for a person unless you choose Can act on its own.SharePointFind and read your team sites and files, and keep them tidy.OneDriveFind, read, file and tidy everything in OneDrive.ExcelRead your workbooks and keep the numbers up to date.DropboxFind, read and file your Dropbox files. Sharing and deleting wait for a person unless you choose Can act on its own.NotionRead your pages and databases and add to them.QuickBooksRead your customers, invoices and bills, and prepare entries for your OK.XRead your timeline and mentions. Posting waits for a person unless you choose Can act on its own.InstagramRead your posts and comments. Publishing waits for a person unless you choose Can act on its own.FacebookRead your Page and its comments. Publishing waits for a person unless you choose Can act on its own.LinkedInRead your profile. Posting waits for a person unless you choose Can act on its own.YouTubeRead your channel and comments, and publish after you OK each one.RedditRead posts and comments. Posting waits for a person unless you choose Can act on its own.