1. Install the Integration
Step 1: Log into Source
Access your Source account.
Step 2: Navigate to Connections
In the Source dashboard, go to the Connections tab.
Step 3: Locate the HubSpot Integration
Scroll through the list of available integrations and find the HubSpot card.
Step 4: Start Installation
Click the Connect button to begin setup.
Step 5: Select Your HubSpot Account
Choose the HubSpot account (portal) you want to connect with Source.
Click Choose Account to proceed.
Step 6: Review Permissions
Review the requested access scopes (e.g., access to contacts, companies, and properties).
Click Connect App to grant access.
Step 7: Redirect to Source
You will be redirected to the Source Connections page, where new configuration options will appear.
2. Using the Integration
Once configured, the integration will:
Automatically sync leads and accounts between Source and HubSpot every 5 minutes.
Require no manual actions for ongoing synchronization.
3. Disconnect HubSpot
Step 1: Log into Source
Access your Source account.
Step 2: Access Integrations
Go to Connections in left navigation menu.
Step 3: Locate the HubSpot Card
Find the HubSpot integration card.
Step 4: Disconnect
Click Disconnect.
Confirm by selecting Yes, I am sure on the confirmation screen.
4. Uninstall the Integration from HubSpot
To uninstall the Source integration from HubSpot, follow the instructions in HubSpot’s Knowledge Base.
FAQs
What is the Source and HubSpot integration?
What is the Source and HubSpot integration?
The integration syncs leads, accounts, and other data between Source and HubSpot, aligning your marketing and sales workflows. It automates processes, improves lead nurturing, and ensures seamless data management across platforms.
How do I install the Source integration?
How do I install the Source integration?
Log into Source.
Navigate to Connections.
Select HubSpot from the integrations list.
Click Install and choose your HubSpot account.
Review permissions and click Connect App.
How often does Source sync with HubSpot?
How often does Source sync with HubSpot?
The integration syncs data every 5 minutes to ensure your records are up-to-dat
How do I disconnect HubSpot from Source?
How do I disconnect HubSpot from Source?
Log into Source.
Go to Connections > HubSpot.
Click Disconnect.
Confirm by selecting Yes, I am sure.
What happens to my HubSpot data if I disconnect or uninstall Source?
What happens to my HubSpot data if I disconnect or uninstall Source?
Disconnecting stops data synchronization.
Any data previously synced remains in HubSpot