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

# Connect a source

> Connect your first CRM source system to Syntaxia.

A **source** is one of your CRMs, like Salesforce or HubSpot, plugged into Syntaxia. You connect a source through OAuth, name it, and let the first sync run. Once the source card on your command center turns green, you are ready to discover an ontology.

This guide walks through your first connection. For per-connector details and troubleshooting, see the [connectors overview](/guide/connectors/overview).

## Before you start

* You are signed in to Syntaxia.
* You belong to the **Data Ops** function. Adding sources is a Data Ops action. See [Functions](/guide/functions) if you need to add yourself.
* You can sign in to the source platform you plan to connect, with permission to authorize a third-party integration. The exact role varies by platform; the per-connector pages list specifics.

## Pick a connector

From your Data Ops command center, click **Add Source**. The connector picker lists every supported source.

| Connector                                                  | When to use it                                                                     |
| ---------------------------------------------------------- | ---------------------------------------------------------------------------------- |
| [Salesforce](/guide/connectors/salesforce)                 | Production Salesforce orgs (`login.salesforce.com`). Capped at 4 per organization. |
| [Salesforce Sandbox](/guide/connectors/salesforce-sandbox) | Salesforce sandboxes (`test.salesforce.com`). Unlimited.                           |
| [HubSpot](/guide/connectors/hubspot)                       | HubSpot portals across any Hub. Unlimited.                                         |
| [Pipedrive](/guide/connectors/pipedrive)                   | Pipedrive companies. Unlimited.                                                    |
| [Power BI](/guide/connectors/power-bi)                     | Microsoft Power BI workspaces. Unlimited.                                          |

Expand the card for the connector you want.

## Name the connection

Enter a connection label. The label is what you see on the command center, so make it specific.

* Good: `Salesforce - Production`, `HubSpot - EMEA`, `Pipedrive - SDR Team`
* Less good: `My CRM`, `Source 1`

You can rename the source later, but a clear label saves headaches when you connect more than one instance of the same CRM.

## Authorize Syntaxia

Click **Connect**. Syntaxia opens a secure authorization window hosted by our managed pipeline partner, then redirects you to the source platform's OAuth flow. You will:

1. Sign in to the source platform if you are not already signed in.
2. Pick the right account, tenant, or portal if the platform asks.
3. Review the requested scopes and approve the integration.

Syntaxia receives an OAuth grant from the source platform. We never see or store your password.

When you approve, you are redirected back to your Syntaxia command center. The new source card appears with status `syncing`.

## Wait for the first sync

The initial sync pulls a full snapshot of your data into Syntaxia's pipeline. Timing depends on how big your CRM is.

| Source size                  | Typical first-sync time   |
| ---------------------------- | ------------------------- |
| Small (under 50k records)    | A few minutes             |
| Medium (50k to 500k records) | 5 to 30 minutes           |
| Large (over 500k records)    | 30 minutes to a few hours |

While the first sync runs, the source card shows a pulsing cyan dot and a `Syncing...` label. You can leave the page; Syntaxia will keep working in the background.

## Confirm the source is healthy

When the first sync completes, the source card turns green and the status switches to `active`. You will see:

* A green status dot.
* The total record count, broken out by object.
* The time of the most recent sync.

If the card moves to `error` or stays in `authorizing`, see the troubleshooting section on the per-connector page.

## Next steps

<Columns cols={2}>
  <Card title="Discover your ontology" icon="brain" href="/get-started/discover-ontology">
    Run AI-powered analysis on your newly connected source.
  </Card>

  <Card title="Connector reference" icon="plug" href="/guide/connectors/overview">
    Browse per-connector setup guides and troubleshooting.
  </Card>
</Columns>