How do I add the HubSpot Intelligence window to my Salesforce page layouts?

Last Modified Date: 11/18/2014 2:09 PM

The HubSpot Intelligence window allows you to see a quick summary of the interactions a Salesforce lead or contact has had in HubSpot.  The window shows details such as form submissions, email opens and clicks, and HubSpot Score, as well as a quick link to the contact in HubSpot. If you did not add this window during the initial integration installation, you can do so by following these steps:
  • In Salesforce, click Your Name in the upper-right corner of the screen > Setup (or simply Setup if you have the new Salesforce menu)
  • Click Customize > Leads or Contacts > Page Layouts (please note: you may have multiple page layouts to choose from - you will need to add the window to each page layout you would like to see it on)
  • Click Edit next to the applicable layout
  • Add a new section to your layout page: drag the Section item in the toolbar onto the page > name it HubSpot Intelligence > choose 1-column layout
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  • Add the visualforce itself - scroll down, click Visualforce Pages in the toolbar above > drag  HubSpot Lead Intelligence item into the HubSpot Intelligence section
User-added image
  • Save the updates to your page layout
Remember to do this for any page layout, Lead or Contact, that you wish to see the window on.

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