To log into Insycle and connect your HubSpot CRM data, all you need is an active HubSpot account. Insycle uses Single Sign-On (SSO) to authenticate users, which provides an easy and secure login experience. There is no Insycle-specific username and password.
How to Install and Log In to Insycle for HubSpot
Sign in to Insycle Using Your HubSpot Account
To install the app, you just need to log in to Insycle with your HubSpot credentials and grant Insycle permission to access your HubSpot data.
On the Insycle Login page, click the Login with HubSpot button.
The image above shows the Insycle login page, displaying Single Sign-On options for eight supported platforms — Salesforce, HubSpot, Intercom, Zendesk, Marketo, Yext, Mailchimp, and Pipedrive — each with a branded login button, allowing users to authenticate securely using their existing CRM credentials without a separate Insycle username or password.
On the HubSpot connecting page, select the relevant HubSpot account, then click the Choose Account button.
You'll be redirected automatically to the Insycle app.
Login Note
If you're not already logged in to HubSpot, after choosing an account, you may be redirected to HubSpot instead of being returned to Insycle. In that case, go back to the Insycle Login page, click the Login with HubSpot button, and select the account again. The page will then redirect to the Insycle app.
Each time you log into Insycle using your HubSpot account, you'll be asked to give Insycle permission to access your CRM data, tickets, and login details. Check the terms box, then click the Connect app button to grant access and start syncing your HubSpot data to Insycle.
The image above shows the HubSpot OAuth authorization screen for connecting Insycle Data Management to HubSpot, including the terms and privacy policy agreement checkbox that must be checked before clicking the Connect app button to complete the connection, alongside a note on how many permissions are currently granted and a HubSpot Certified App badge.
Troubleshooting HubSpot Permission Errors
Can't Complete the Connection
If you are having trouble logging into HubSpot, your account may not have the permissions needed to connect to Insycle, and the following error may appear:
To review the user's permissions, in HubSpot, navigate to Settings > Users & Teams.
Select Edit Permissions for the user.
Verify that, at minimum, the following permissions are assigned to the user:
- CRM objects: View and Edit for contact, company, deal, and ticket objects they own
CRM object permissions in HubSpot
- Marketing: View and Edit lists
Marketing lists permissions in HubSpot
If you're still experiencing permissions issues, please reach out to us through the support chat.
If you're getting a different error during login, check out this help article: Troubleshoot Login Problems.