Email & SMS

CRM and marketing automation, unified

SourceMedium syncs HubSpot contacts, deals, and marketing events—then joins them with Shopify orders for B2B customer lifecycle analysis.

HubSpot

Lifecycle messaging platforms for campaign and retention workflows.

Why HubSpot?

HubSpot is often the CRM for B2B or hybrid B2B/B2C brands. SourceMedium connects HubSpot deal stages to Shopify orders for full pipeline-to-revenue tracking.

Contact sync

Contacts sync with customer profiles for unified lifecycle view.

Deal tracking

Deal stages and values link to orders for pipeline revenue analysis.

Marketing events

Email sends, opens, and clicks join the attribution model.

Lifecycle stages

Lead → customer journey tracked across HubSpot and Shopify.

What you can ask

With the AI Analyst, you can query HubSpot data using natural language. Here are some examples.

What's our average deal size by lead source?
Show me email open rates by campaign type
How long does it take leads to convert to customers?
Which HubSpot campaigns drive the most deals?
What's our pipeline value by stage?

Joins with other integrations

HubSpot data is designed to join with your other data sources for unified analysis.

How it works

Get started in minutes. Connect your account, configure sync settings, and start querying unified data in BigQuery.

1

Connect HubSpot

OAuth into HubSpot and select portals to sync.

2

Contact matching

HubSpot contacts match Shopify customers by email for unified profiles.

3

Pipeline analysis

Track deals from lead to closed-won with order attribution.

Ready to stop debating the numbers?

Get started

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