All guides, by feature
Connect HubSpot, Slack or another non-ad source
Add it from the catalog like any platform. Orbit saves the connection, but these sources don’t send data to reports, so there are no accounts to choose.
Before you start
- Who can do this
- Agency Owner or Admin
- You need
- A login for the source.
- Where in Orbit
- Sidebar › Data › Integrations
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Integrations and choose + Add Connection.
Search with Search data sources..., or pick a category in , such as CRM or Messaging.
Press Connect on the source, and sign in to it when its window opens.
Back in Orbit, you see with a note that Orbit doesn’t sync the source into reports. There’s nothing more to set up.
When it worked
Orbit shows “Connected” and, for HubSpot, “Orbit doesn't sync HubSpot into reports automatically yet, so there's nothing more to set up.”
If something goes wrong
Orbit showsCouldn’t start the connection
Try again. The detail under the message says why, such as “The platform did not return a sign-in page.” If it keeps failing, email support with that detail.
Orbit showsOnly agency owners and admins can add connections. Ask one of them to connect this platform.
Ask an Agency Owner or Admin to connect the source.
Nothing from the source shows in dashboards or reports.
Only sources marked Syncs to reports feed them. Data chat can answer about some of these sources, such as HubSpot, Salesforce and Slack, by querying them directly.
The Dashboard shows the source as Never synced.
Sources that don’t sync to reports always show Never synced. Nothing is wrong.
How it works
Explainer: What each kind of source does in Orbit
Six platforms send data to reports. Other ad platforms can be connected and their accounts saved for later. CRM, messaging, file, database and similar sources connect, but send nothing to reports.
| Source | After you sign in | Reaches reports |
|---|---|---|
| Facebook Ads, Google Ads, LinkedIn Ads | Tick ad accounts from a list | Yes |
| Google Analytics | Type one GA4 property ID | Yes |
| Shopify | Type the store’s .myshopify.com domain | Yes |
| Amazon Marketplace | Type your Seller ID | Yes |
| Other ad platforms, such as Microsoft Advertising, Snapchat, X or YouTube | Choose or type accounts | Not yet. Accounts are saved for when it does. |
| CRM and email marketing, such as HubSpot, Salesforce or Mailchimp | Nothing more to set up | No |
| Messaging and files, such as Slack, Gmail, Google Drive or Google Sheets | Nothing more to set up | No |
| Databases and warehouses, such as BigQuery, Snowflake or PostgreSQL | Nothing more to set up | No |
| Project management, support, payments and finance, such as Jira, monday.com, Zendesk, Stripe or QuickBooks | Nothing more to set up | No |
- Data chat can answer questions about HubSpot, Salesforce, Slack, Google Drive, monday.com and BigQuery by querying them directly, since their data isn’t stored with your ad results.
- Sources that don’t reach reports show Never synced on the Dashboard. Nothing is wrong.
- Every connection belongs to your agency. Its accounts, not the connection, are assigned to clients.
Explainer: Finding a source in the catalog
+ Add Connection opens Add a Data Source, a catalog of the sources Orbit can connect. Search it or filter by category, and look for Syncs to reports on the sources that feed reports.
- Search data sources... matches a source’s name and its description.
- The category filter starts at All Categories. Categories include Marketing & Ads, Analytics, CRM and Messaging.
- Only six sources carry Syncs to reports: Facebook Ads, Google Ads, LinkedIn Ads, Google Analytics, Shopify and Amazon Marketplace.
- The steps along the top, Connect Platform, Choose Accounts and Sync Data, show where you are.
- Only Owners and Admins see Connect. Everyone else sees “Only agency owners and admins can add connections. Ask one of them to connect this platform.”
- The Trade Desk and Google Tag Manager aren’t in the catalog. They’re cards under AI Tools & MCP Servers in Integrations.