This is also covered in our Getting Started with HubSpot guide. But we've pulled out the salient information for you to start dialing.
This step is specifically for Hubspot Admin users
The super admin of your HubSpot account will need to enable App Marketplace access for your account to finish the following steps. You can do this through Account > Settings > App Marketplace Access. Please find more details here.
To start dialing, you will need to give specific permissions to users within your HubSpot account. We recommend creating a custom permission set in HubSpot so you can easily assign in bulk instead of configuring user-by-user.
You can also reference HubSpot's official User Permissions Guide for any extra questions.
As a Super Admin, you will need to:
Beyond the default user permissions, you will want to ensure the following permissions are set for specific categories primarily for the CRM, Marketing, and Sales hubs.
Other categories like Service and Reports will not need to go beyond the default permissions.
🚨If you and your team plan to call using sequence-based call tasks, please reference this guide and ensure the correct permissions are set for users below: