May 6, 2020 3:57 PM - edited May 6, 2020 3:58 PM
Hello, my web developers are in the midst of setting up the Wordpress plugin for Hubspot integration. They have asked for my Hubspot login credentials. I have read through the forums andd through the online help on the wordpress site. I am unable to find information pertaining to the following:
Any help or direction would be great! Thanks:)
May 8, 2020 5:13 PM
Answering your questions about the plugin :
During the initial setup: You can create a new user but to install the app that user will need to following permission:
This article explains more about user permissions:
Current Intended Use/ Future use
I will be tagging some of our top contributors that can help with this question,
May 11, 2020 10:14 AM - edited May 11, 2020 10:21 AM
Thanks for the Tag @PamCotton,
You will need to turn on the following permissions in HubSpot for your Dev User:
You are correct that limiting access ot the HubSpot Plugin from WordPress will have to be done in WordPress.
Also, you should be able to route leads as desired in chatflows regardless of which user is used to set up the plugin. @kendrac93 is currently working on this for our team and may be able to help more with chatflow setup if needed.
Hope this helps!
May 19, 2020 5:03 PM
Thanks @trevorjones71 for the info. I setup teh account as reccomended and gave access to contacts to view all.
My DEV's comments were:
[...]We suspect it has to do with the limitations of the account access provided as a developer. Jason has included the code but his login prevents him from seeing the data which he thinks may be part of the issue.
Might there be another setting preventing from seeing the data? I am not sure exactly which data or error they are receiving. I'd even like to schedule a call/email with support and the DEV to get this sorted out.
Is this possible?
May 20, 2020 5:07 PM
This is a temporary arrangment and I think it's probably worthwhile to give your developer more access to your system so they can see what they need.
Assuming you have a trusted relationship with your developer, you could open up read-write permissions for almost all features under marketing, contacts, sales and service. That should give them pretty full access to see and configure everything they need to.
The only things I would not give them access to are the switches below Account Access on the account screen (but again, they need the acocunt access switch) and Import, Export and Bulk Delete on the contacts screen.
May 21, 2020 12:49 PM
I will be on the phone with the deveopers today and will provide more details with the issue being experienced. I am told that the connection made to HubSpot from WP the forms work fine but the chatbox does not.
Also, I was told that the connection to hubspot only had to be made once and then I could delete the user account. I am not so sure this is the case anymore but wil be testing this feature out.
May 21, 2020 1:10 PM
Hi Trevor, I opened up permissions. The connection to hub spot is fine. The issue is that the script for the pop up chat box is not running and we aren't receiving any error codes.
They are looking into th WP site itself but I wonder if it is somethign else? We are looking into it from our end and wil advise. If there are any other ideas, I am all ears.
May 20, 2020 12:00 PM
You are able to chat with support if you would like to, that way you can provide what permissions you enabled to the Dev into your portal and screenshots.
Let us know if that works.
May 7, 2020 8:56 PM
After contacting support I can add a non paid user to make the initial connection and can also remove that user once the connection is made without interrupting the connection betweeen WP and HS.
More answers to follow as I work through this.