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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Accessing HubSpot highly sensitive properties through API requires specific private app permissions including read access to CRM objects, custom object permissions, and property-level permissions that often need Super Admin approval.
Here’s exactly which permissions you need and how to handle the complex setup process without managing API authentication manually.
Required permissions and simplified setup using Coefficient
You’ll need read access to CRM objects containing sensitive properties, custom object permissions if applicable, property-level permissions for highly sensitive properties, and potentially e-commerce permissions for engagement objects. Coefficient simplifies this by inheriting your established permissions through the connection, eliminating complex API authentication and permission validation.
How to make it work
Step 1. Configure your HubSpot private app with sensitive property permissions.
Set up read access to contacts, deals, and companies containing sensitive data. Ensure Super Admin access for initial permission grants on protected fields like SSN and bank account numbers.
Step 2. Connect Coefficient using your private app credentials.
Navigate to Connected Sources in Coefficient and establish your HubSpot connection using the private app credentials. This inherits all the permissions you’ve configured.
Step 3. Test field access with a small import.
Create a test import targeting sensitive properties to verify that SSN and bank account fields appear in Coefficient’s field selection interface. This confirms your permissions are working correctly.
Step 4. Troubleshoot permission issues if needed.
If sensitive fields don’t appear, verify your private app permissions in HubSpot , check that your user account can view highly sensitive properties in the HubSpot UI, and confirm custom properties have proper permission settings.
Maintain consistent access without ongoing permission management
Once properly configured, Coefficient maintains your API connection and provides consistent access to HubSpot protected fields without requiring ongoing permission management or token refresh handling. Ready to set up your sensitive field access? Get started with Coefficient.
