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Follow this integration guide to connect your HubSpot data to SourceMedium.

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Requirements

  • Admin access to your Hubspot account to connect CRM or Marketing products
  • Sales Admin access to connect to Sales products
  • Super Admin access to replicate email events
To lean more about HubSpot user roles and permissions, please visit their HubSpot documentation

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Steps

  1. Grant SourceMedium super admin access
    1. Log into HubSpot
    2. Navigate to Settings > Users & Teams
    3. Click Create user on the upper left
  2. Invite integrations@sourcemedium.com as a super admin
  3. After the integration is complete, remove integrations@sourcemedium.com as a super admin