> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sourcemedium.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot - Integration Instructions

> Connect HubSpot email and lifecycle campaigns to SourceMedium.

HubSpot sends email and automation programs. SourceMedium reads HubSpot marketing events so campaign performance can be analyzed next to Klaviyo, Postscript, and Shopify orders.

HubSpot is connected through a secure setup link that SourceMedium generates for your account.

<Info>
  You connect data sources yourself in SourceMedium. Sign in to your [SourceMedium account](https://urchin.sourcemedium.com), open your store, then in the **Data sources** section click **Connect data source** and choose the platform. You need an **Editor** or **Admin** role on the store. If you have view-only access, ask an admin or editor on your team to connect it.

  Once it is connected, [what happens next](/docs/data-inputs/platform-integration-instructions/after-you-connect) covers first-sync timing and what each connection status means.
</Info>

## How to connect

<Steps>
  <Step title="Request your setup link">
    Find **HubSpot** in the connector picker and click **Request setup**. The connection shows **Requested · waiting on SourceMedium**.
  </Step>

  <Step title="SourceMedium prepares your link">
    Our team generates a setup link scoped to your account and sends it to you.
  </Step>

  <Step title="Authorize HubSpot and confirm">
    Open the link and authorize the HubSpot portal. When you finish, the connection shows **Connected** and SourceMedium begins syncing.
  </Step>
</Steps>

## What data syncs

Email sends, opens, clicks, and contact identifiers used to match Shopify customers.

### Notes

* HubSpot is listed under Email & SMS. CRM deal pipeline reporting is not the product surface for this connector.