Understanding permissions

Understanding permissions

TL;DR: HubSpot Integration Plus needs permissions on two sides: your HubSpot portal (the connected user's access to CRM objects) and your  monday.com  account (standard three-level permissions: Account, Workspace, and Board). If the app shows an error during setup, it's usually a permissions gap at one of these levels.

Before you start

  • This page covers both HubSpot and  monday.com  permissions. If you're only troubleshooting one side, jump to the relevant section
  • For installation steps, see  Installation & Set up⁠ 

HubSpot permissions

The HubSpot user who connects their account must have the right permissions in HubSpot:
  • Super Admin access gives full permissions (recommended for initial setup)
  • At minimum, the user needs read/write access to the CRM objects they want to sync (Contacts, Companies, Deals, Tickets, Tasks)
If you see HubSpot objects missing from the object type dropdown, it's because the connected HubSpot user doesn't have access to those objects.

 monday.com  permissions

HubSpot Integration Plus needs permissions at three levels in  monday.com . If any level blocks the app, you'll see an error like "Sorry, something went wrong, please try again or contact the developer."
  • Account level — Create automations / integrations + Create webhooks
  • Workspace level — Create automations / integrations + Create webhooks
  • Board level — Edit access and the ability to create automations
If you're an Admin or a Member with standard edit access, you almost certainly have all three.

Verify account-level permissions

    Go to Admin → Users
    Find the user and check their role
    Go to Admin → Permissions → Account permissions
    Make sure the user's role has "Create automations/integrations" and "Create webhooks" enabled

Verify workspace-level permissions

    Go to the Workspace settings
    Check the user's workspace role
    Ensure their role has the automation/integration permissions enabled

Verify board-level permissions

    Click the three-dot menu on the board
    Go to Board permissions
    Make sure the user has edit access and can create automations

Common gotchas

  • All three  monday.com  levels matter. If even one (Account, Workspace, or Board) is missing, setup will fail — even if the other two are correct
  • Roles can vary by workspace. Check the user's role in the workspace where the board lives
  • HubSpot access decides which objects you see. The object type dropdown only shows objects the connected HubSpot user can access
  • Quick checklist: account role allows automations/integrations and webhooks; workspace role allows automations/integrations; board permissions allow editing and creating automations; HubSpot user has read/write access to the relevant CRM objects

Troubleshooting

 monday.com  side: "Sorry, something went wrong"

This error is almost always a permissions gap at one of the three  monday.com  levels. Walk through the three verification sections above and update whichever role is missing the permission.
If permissions are correct and the error continues, uninstall and reinstall the app as a last resort — see  Installation & Set up⁠ . Try permission fixes first. Reinstalling deletes all your sync configurations, so you'll need to set them up again.

HubSpot side: objects missing or authentication failed

Check that the connected HubSpot user has access to the objects you want to sync. If the connection itself has stopped working, see  Re-authenticate with HubSpot⁠ .

Next up

Related

  •  Installation & Set up⁠  — install the app on your board
  •  Connect your HubSpot account⁠  — link your HubSpot account
  •  Setting up a Sync⁠  — configure your sync
  •  Privacy & Security⁠  — how we handle your data
  •  Troubleshooting⁠ 

Still stuck?

If all permissions are in place and you're still seeing the error, contact us at  hello@fantasymedia.io  with a screenshot of the error and your  monday.com  account name — we'll help you troubleshoot.