Salesforce Guide: How to install the HubSpot integration application in Salesforce.com (Salesforce Connector V2)
If you aren't comfortable installing an application in Salesforce, or don't have an in-house Salesforce admin, you can hire a HubSpot Service Marketplace Provider to do the work for you.
1. Install the HubSpot Integration Application
To integrate HubSpot with your Salesforce account, you need to install the HubSpot Integration Package on Salesforce.com using Salesforce's Package Installer. Make sure that you are logged into Salesforce.com
Click here to access the HubSpot Integration Package.
Once on that page, click Continue.
On the popup that appears, click the checkbox to grant access to the HubSpot API, and then click Continue.
On the next screen, Salesforce.com requires you to approve that the HubSpot Integration Package can access your Salesforce.com data via the Salesforce API. Click Next at the bottom of the screen.
If you are have Salesforce Enterprise or Unlimited, you will then see the security level options screen. Choose Grant access to all users. This will allow all users to access the HubSpot Lead Intelligence data right from within Salesforce. Then click Next.
Click Install. After a minute or two, you'll see a notification that the installation is complete.
2. Configure HubSpot application settings
Once the installation is complete, you'll need to configure the package to communicate with your HubSpot Hub. First, access the HubSpot Application by clicking the Sales dropdown at the top-right corner of the screen, and then clicking HubSpot.
On the next screen, you'll need to enter two items:
- HubID - you can find this on the very bottom of your dashboard. Click here for instructions on how to find this.
- HAPI Key - you can click here to generate a HubSpot API Key. Once generated, it will be emailed to you. If you don't receive it within a few minutes, check your SPAM folder. If you still haven't received it, contact support, and they'll be able to send you your HAPI key.
Then click Save.
3. Add HubSpot Lead Intelligence to your page layouts
Next, you'll need to add a new section and a Visualforce component to each of the Lead, Contact, Opportunities, and Account Page layouts used by your organization. Below, we'll show you how to add the Lead Intelligence to your Lead page layouts, but remember to repeat this process for your Contact, Opportunities, and Account page layouts.
Navigate to your page layout screen
To access these page layouts, first click your own name in the upper-right corner of the screen, and then click Setup.
In the sidebar navigation, under App Setup, select Customize > Leads > Page Layouts.
If you have the Salesforce Professional Edition, you will see only one layout available. If you have the Enterprise or Unlimited Edition, you can have multiple layouts available. You must edit each layout that you want to display HubSpot Lead Intelligence data on.
Click Edit next to one of your page layouts.
Add a new section
First, add a new section to your layout page. Just drag the Section item in the toolbar down to the sample Page Layout, to the position in which you would like it to appear in the layout.
In the overlay that appears, name the section HubSpot Intelligence, choose a 1-column layout, and then click OK.
Add HubSpot intelligence data to this new section
In order for HubSpot's lead intelligence data to show up here, you'll need to add the Visualforce component to this new section. In the toolbar, click Visualforce Pages, and then drag the HubSpot Lead Intelligence item down to your new section.
Once this is in place, click Save.
Rinse and repeat
Repeat the entirety of Step 3 for your Contacts, Opportunity, and Account page layouts.
4. Get your Salesforce Security Token
Before you can edit your Salesforce settings in HubSpot, you will need to acquire your Salesforce Security Token. First, if you've already integrated Salesforce with other systems, try to find your original security token in your email inbox, since Salesforce would have emailed it to you the first time you requested one. If you cannot find it, the only way to acquire it is to reset the Security Token, and then Salesforce will send your new token to you via email. Note: This means that you will need to update any other integration's you've already set up using your original security token.
To do this, click on your name, and then Setup.
In the sidebar navigation, click My Personal Information > Reset My Security Token.
Click Reset Security Token. Then you should receive an email containing your new security token. Copy this security token; you will need it for Step 5.
5. Configure your Salesforce settings in HubSpot
In HubSpot, click Settings.
Scroll down to the Lead Management section and click Salesforce.com Integration.
On the Salesforce.com Integration page, enter your Salesforce Username, Password, and the Security Token you copied from Step 4. Then click Save.
More options will appear below. Check the 1st and 3rd checkboxes. The others pertain to our legacy Salesforce connector application, and will be removed soon. Then click Save.
7. Auto-Link your Salesforce fields to HubSpot contact properties
Go to Contacts > Contacts Settings.
Click on the Salesforce Connector link.
Click on Auto-Link All Fields to automatically map your previously unmapped Salesforce fields to the most likely HubSpot property.
8. Verify the connection between HubSpot and Salesforce.com
In order to make sure that everything is plugged in correctly, you should run a simple test of the integration. To perform the test, you'll need to add a new contact your HubSpot account. Go to your contacts home screen and click the Add New Contact button to quickly create a new contact.
Verify that HubSpot Intelligence records are appearing
Once you see the contact appear in HubSpot, go to your Salesforce account, click the Sales dropdown at the top-right corner of the screen, and then click HubSpot.
Navigate to the HubSpot Intelligence tab, and then click Go next to the View dropdown.
Then you'll be able to see that a new lead record was created for the lead you just created when submitting a form.
Verify the HubSpot Intelligence section of your page layouts
Next, go to one of your lead records, and verify that the HubSpot Intelligence section appears correctly. You should be able to see some website visits, conversiona, and activity information for the lead. Note: It can take up to 15 minutes for website visit information to be processed into the lead in HubSpot and then a couple of minutes to make from there to Salesforce.com.
