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