This article walks you through how to integrate HubSpot with Swyft AI, the permissions (scopes) required, and how user permissions are respected during setup. Swyft AI connects to HubSpot via OAuth, meaning a HubSpot admin must approve the integration and grant the necessary scopes.
1. Overview
Swyft AI uses HubSpot’s APIs to read (and optionally write) data for contacts, companies, deals, and more—enabling you to generate actionable insights and automate GTM workflows.
Important: Swyft AI cannot perform any actions in HubSpot that your user or admin permissions don’t already allow. We do not override your organization’s HubSpot security settings.
2. Required & Optional Scopes
Required Scopes
When authorizing Swyft AI to connect to HubSpot, you will be prompted to grant the following required scopes:
crm.objects.companies.readcrm.objects.contacts.readcrm.objects.deals.readcrm.objects.owners.readsales-email-read
These scopes ensure Swyft AI can access core HubSpot records—companies, contacts, deals, owners—and read sales emails to provide relevant insights.
Optional Scopes
Depending on your desired workflows, you may also grant these optional scopes:
crm.objects.deals.writecrm.objects.companies.writecrm.objects.contacts.writecrm.objects.custom.readcrm.objects.custom.writecrm.schemas.companies.readcrm.schemas.contacts.readcrm.schemas.custom.readcrm.schemas.deals.readsettings.users.readsettings.users.teams.read
These optional scopes allow Swyft AI to create or update records, read custom objects, and retrieve user/team settings—enabling more advanced automation and customization.
Why these scopes?
Core CRM Data: Swyft AI needs to read your contacts, companies, deals, and owners to generate insights and automate tasks.
Sales Email Read: Allows Swyft AI to analyze sales emails for potential deal risks, upsell opportunities, or follow-up actions.
Write Permissions (Optional): Let Swyft AI create or update records automatically, reducing manual data entry.
Custom Objects & Schemas (Optional): Provide deeper customization for unique workflows or data models.
3. Setting Up the Integration
Sign In with HubSpot
Go to the Swyft AI Login Page and choose “Sign in with HubSpot.”
Admin Approval
A HubSpot Admin must grant one-time approval for Swyft AI to connect. You’ll be asked to review and approve the required (and any optional) scopes.
You’re All Set
After approval, Swyft AI can read (and optionally write) data in HubSpot based on your user permissions and chosen scopes—no extra setup required.
4. Respecting HubSpot Permissions & Security
Admin-Controlled Access: All of Swyft AI’s actions in HubSpot are governed by the scopes your HubSpot admin grants.
No Overrides: Swyft AI does not bypass HubSpot security settings or user permissions. If certain data is restricted, Swyft AI cannot access it.
Granular Controls: You can revoke or modify Swyft AI’s access at any time in your HubSpot Account settings.
5. Troubleshooting & FAQs
Q: Why does Swyft AI need these scopes?
A: Each scope allows Swyft AI to read or write specific HubSpot data. Without them, our workflows and automations can’t function effectively.Q: Do I need to grant the optional scopes?
A: It depends on your needs. If you want Swyft AI to create or update records, read custom objects, or access user/team settings, you’ll need the optional scopes.Q: Will Swyft AI override any HubSpot security or validation rules?
A: No, Swyft AI respects existing HubSpot permissions. If certain data or actions are restricted, Swyft AI cannot bypass them.Q: Do I need to re-authenticate periodically?
A: Typically no, unless your HubSpot policies require periodic re-authentication or token refresh.
If you have any further questions about setting up or managing your HubSpot integration, please reach out to our support team at [email protected]. We’re here to help you get the most out of your Swyft AI experience!