HubSpot - Connect to Source Medium

HubSpot - Connect to Source Medium

Follow this integration guide to connect your HubSpot data to Source Medium.

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

Steps

  1. Grant Source Medium super admin access
    1. Log into HubSpot
    2. Navigate to Settings > Users & Teams
    3. Click Create user on the upper left
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  2. Invite integrations@sourcemedium.com as a super admin
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  4. After the integration is complete, remove integrations@sourcemedium.com as a super admin
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Questions? Reach out on Slack or support@sourcemedium.com