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

# How to connect

> How to connect the HubSpot Deals data source to Adriel: authorize the portal, choose pipelines and a date field, and attribute deals to marketing campaigns.

HubSpot Deals is a CRM-attribution integration that complements the standard HubSpot connector. Instead of exposing raw CRM objects, it links deals back to the contacts that originated them and uses UTM parameters captured on each contact's first or last visited URL to attribute pipeline value to marketing campaigns.

## Before you connect

The following are required:

* A HubSpot account with Sales Hub access to the target portal.
* Permission to authorize third-party apps in the portal.
* The list of pipeline stage labels to track, across one or more deal pipelines.
* A choice of date field for time-series reporting: deal creation, deal modification, contact creation, or contact modification.

## Connect HubSpot Deals

<Steps>
  <Step title="Select the HubSpot account to connect">
    On the **Data Sources** page, search for **HubSpot Deals** and select it. Sign in to the HubSpot account when the pop-up window opens, then choose the account to connect. Only one account can be selected per connection — to connect more than one account, repeat the connection after this one completes.
  </Step>

  <Step title="Configure the data source">
    On the data source settings, fill in the required fields: **Deal pipelines**, **How to filter by date**, and **Name**. Optionally set **How to match with marketing data** to control first- or last-touch UTM attribution.
  </Step>

  <Step title="Submit">
    Click **Submit** to complete the connection. Initial data availability can take up to one business day.
  </Step>
</Steps>

## What gets imported

The connector imports deal and contact data for the authorized portal and joins UTM parameters from each contact's first and last tracked URLs onto the contact's deals. For each selected stage, deal count, deal amount, monthly recurring revenue, and total contract value are exposed; breakdowns include pipeline, stage, deal owner, currency, and first- or last-touch UTM values.

For the complete metric and breakdown list, see the [HubSpot Deals data reference](/data-sources/g-n/hubspot-deals/data-reference).

## Troubleshooting

<AccordionGroup>
  <Accordion title="A widget mixing deal stages and UTM breakdowns fails">
    UTM attribution resolves through a contact-to-deal join, so a single breakdown cannot combine deal-side breakdowns (pipeline, stage, owner) with contact-side UTM breakdowns. Split the report into one widget per breakdown family.
  </Accordion>

  <Accordion title="A newly added pipeline stage is missing">
    Metrics are surfaced per stage label selected at data source creation. Adding a new stage in HubSpot does not retroactively expose it. Edit the data source to include the new stage label, then wait for the next sync.
  </Accordion>

  <Accordion title="HubSpot Deals authorization is required even when HubSpot is already connected">
    The HubSpot Deals connector registers as a separate OAuth application from the standard HubSpot connector and uses independent client credentials. Authorize both to expose CRM data and pipeline-attribution metrics from the same portal.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="HubSpot Deals data reference" href="/data-sources/g-n/hubspot-deals/data-reference">
    Metrics, breakdowns, and limits for HubSpot Deals.
  </Card>

  <Card title="HubSpot Deals FAQs" href="/data-sources/g-n/hubspot-deals/faqs">
    Common questions and expected behaviors for the HubSpot Deals data source.
  </Card>

  <Card title="How to connect HubSpot" href="/data-sources/g-n/hubspot/how-to-connect">
    Connect raw HubSpot contacts, companies, deals, and marketing emails.
  </Card>

  <Card title="HubSpot data reference" href="/data-sources/g-n/hubspot/data-reference">
    Metrics, breakdowns, and limits for the standard HubSpot connector.
  </Card>
</CardGroup>