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Saular Permissions and HubSpot Access Explained

Understanding HubSpot data access and OAuth scopes for the Saular integration

Overview

Saular connects OpenSolar and HubSpot so that customer and project data can sync automatically in both directions.
When installing the app, HubSpot will display a list of requested permissions (OAuth scopes) that Saular needs to function.
This article explains what those permissions mean, why they’re needed, and what Saular does not access.


Quick Summary

  • Saular requests read and write access to HubSpot contacts, deals, and companies so it can keep your CRM aligned with OpenSolar.

  • It does not access your marketing emails, payment data, or sensitive account credentials.

  • All data stays securely within HubSpot and OpenSolar — nothing is stored externally by Saular.


Permissions & Their Purpose

OAuth Scope What It Allows Why Saular Needs It
crm.objects.contacts.read Read contact data To import and update customer information from OpenSolar.
crm.objects.contacts.write Create and edit contact records To create new HubSpot contacts when a new customer is added in OpenSolar.
crm.objects.deals.read Read deal and quote data To track solar projects and proposals in HubSpot.
crm.objects.deals.write Create and edit deals To automatically generate HubSpot deals when a project is created in OpenSolar.
crm.objects.companies.read Read company records To match OpenSolar customers with their related businesses in HubSpot.
crm.objects.companies.write Update or create company records To ensure company details stay consistent across both systems.
tickets Access service tickets To create or sync customer service tickets for installations or maintenance.
e-commerce Access e-commerce data To link project payments or order data if used within HubSpot.
media_bridge.read Read media assets To display attached proposals, site photos, or system documentation within HubSpot.

💡 Each scope is part of HubSpot’s standard OAuth authorisation system and cannot be used to modify unrelated CRM data.


Data Security & Privacy

  • Saular does not copy, store, or sell any data outside your connected HubSpot and OpenSolar accounts.

  • All communication between the two systems uses encrypted, token-based authentication.

  • You can revoke permissions anytime in HubSpot under Settings → Connected Apps → Saular → Disconnect.

⚠️ If permissions are revoked, syncing will stop until you reconnect the app.


Troubleshooting Access Issues

Problem Possible Cause Solution
Saular not syncing data OAuth token expired Reconnect Saular under Settings → Connected Apps → Saular → Reconnect.
Error: “Insufficient permissions” HubSpot admin privileges removed Ask a Super Admin to reinstall the app or grant full permissions.
Missing attachments or project files media_bridge access blocked Reinstall Saular and confirm all permissions are accepted during install.

When to Contact Support

If you’re unsure about specific access or security questions, contact us
💬 Or use our chatbot on thdigital.au for quick guidance.

Response time: within 1–2 business days.