Permissions
Required HubSpot scopes and permissions for RevTrace to run audits.
RevTrace requires specific HubSpot API scopes to read your portal's data. All access is read-only — RevTrace never creates, updates, or deletes data in your portal.
Required scopes
| Scope | Used for |
|---|---|
crm.objects.contacts.read | Contact records and properties |
crm.objects.companies.read | Company records and associations |
crm.objects.deals.read | Deal records, pipeline data |
crm.schemas.contacts.read | Contact property definitions |
crm.schemas.companies.read | Company property definitions |
crm.schemas.deals.read | Deal property and pipeline definitions |
automation | Workflow definitions and enrollment data |
forms | Form definitions and submission metadata |
Who can authorize
To grant these scopes, you need to be a Super Admin in HubSpot or have admin-level access to the relevant objects. Standard users typically cannot authorize third-party apps.
Checking current permissions
If audits are failing or returning incomplete data:
- In HubSpot, go to Settings > Integrations > Connected Apps
- Find RevTrace
- Verify that all required scopes are listed
If scopes are missing, disconnect and reconnect the portal to re-authorize with the correct permissions.
HubSpot plan requirements
Some HubSpot features require specific HubSpot subscription tiers:
- Workflows — Requires Marketing Hub Professional or Sales Hub Professional
- Custom reporting — Requires Professional or Enterprise
- Scoring — Requires Marketing Hub Professional or Enterprise
If your HubSpot subscription doesn't include these features, the corresponding RevTrace audit modules may return limited results.