Salesforce Guide: How to show lead and contact data in your HubSpot Intelligence record in Salesforce

Date Published: 02/16/2012
Author: Diana Urban

1. Go to HubSpot Intelligence tab

Go into the HubSpot Intelligence tab in Salesforce. If your view shows links only under the HubSpot Intelligence Name column and nowhere else (as shown), you will want to create a new view that will give you more interesting and helpful data.

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2. Create a new view

Click Create New View.

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This will bring you to the view setup page.
  1. In "Step 1. Enter View Name", enter the View Name as "All" (when you click out of it, View Unique Name will automatically populate).
  2. You can skip over "Step 2. Specify Filter Criteria".
  3. In "Step 3. Select Fields to Display", from the Available Fields box, you want to add Contact, GUID, Lead, and Created Date.
  4. In "Step 4. Restrict Visibility", make the view visible to all users.
  5. Once this is all done, click Save.
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3. Verify that the data now appears

Your new view should now look like this. This will allow you to see which Contact and Leads were recently added right from the HubSpot Intelligence tab.

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