Salesforce Guide: How to install the HubSpot integration application in Salesforce.com (Salesforce Connector V2)
If you are a HubSpot Professional or Enterprise customer, and you have the Salesforce Professional, Enterprise, or Unlimited product, you will be able to integrate Salesforce with HubSpot. This will allow your Sales team to see HubSpot's Lead Intelligence data directly from within Salesforce.
Note: If you have HubSpot Basic, or Salesforce Contact Manager or Group Editions, you will not be able to integrate.
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.
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 have Salesforce Enterprise or Unlimited, you will then see the security level options screen (Salesforce Professional users will not see this 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.
On the next screen, you'll need to enter two items:
Then click Save.
Note: This means that you will need to update any other integrations you've already set up using your original security token. Likewise, if you reset your security token to integrate Salesforce with another application, you will need to update your Salesforce Credentials in HubSpot. Find out how here.
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.
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. The email address that you use here needs to be a Salesforce administrator. Then click Save.
If you have not yet created a HubSpot Landing Page:
When you're ready to test your integration, first clear your cookies on the browser you're using. You can also open a browser window that's clear of cookies:
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. If you'd like to add lead and contact data to this view, click here to see instructions on how to do so.
Here are additional customizations that you can make to your HubSpot integration with Salesforce:
Need more help?
Note: If you have HubSpot Basic, or Salesforce Contact Manager or Group Editions, you will not be able to integrate.
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.comClick 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 have Salesforce Enterprise or Unlimited, you will then see the security level options screen (Salesforce Professional users will not see this 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 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, Opportunities, 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 integrations you've already set up using your original security token. Likewise, if you reset your security token to integrate Salesforce with another application, you will need to update your Salesforce Credentials in HubSpot. Find out how here.
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. The email address that you use here needs to be a Salesforce administrator. 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.
6. Contact HubSpot Support
After you finish all of the steps above, please contact HubSpot Support at 1-888-HUBSPOT extension 3 to let them know that you're ready to verify your HubSpot Salesforce integration. While we're transitioning from V1 to V2 of the HubSpot Salesforce Connector, a HubSpot employee needs to flip a switch on the backend to enable V2.7. 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 have a HubSpot integrated form to create a new lead in HubSpot. You can use a form on your website that you've integrated or you can use a form you've created on a HubSpot Landing Page.If you have not yet created a HubSpot Landing Page:
- Professional customers: click here to learn how to create a landing page
- Enterprise customers: click here to learn how to create an advanced landing page
When you're ready to test your integration, first clear your cookies on the browser you're using. You can also open a browser window that's clear of cookies:
- In Chrome, open an Incognito window
- In Firefox, open a Private Browsing window
- In IE, open an InPrivate Browser
Verify that HubSpot Intelligence records are appearing
Once you see the lead appear in HubSpot, go to your Salesforce account, click the 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. If you'd like to add lead and contact data to this view, click here to see instructions on how to do so.
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, conversions, 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.Verify the HubSpot tab shows leads correctly
Next, click on the HubSpot tab. This will take you to a screen where you're able to view your HubSpot Leads by Recent Visit and Recent Conversion. Verify that you can find the new lead in the Recent Conversion table by clicking on Recent Conversion. It's possible that the Recent Visit table isn't populated yet as we might still be waiting on this lead's website visit information.8. Next steps & additional customizations
Here are the next steps you should take:- Make sure your HubSpot forms work with your Salesforce integration
- Configure your Advanced Landing Page forms to work with your Salesforce integration (Enterprise Only)
- Access HubSpot Intelligence reports in Salesforce
Here are additional customizations that you can make to your HubSpot integration with Salesforce:
- Pass custom fields from your forms into Salesforce.com
- Automatically add new leads to Salesforce campaigns
- Create a custom field in Salesforce from HubSpot Intelligence data
- Create custom assignment rules in Salesforce using HubSpot Intelligence data
- Show lead and contact data in your HubSpot Lead Intelligence record
- Define "Lead Source" in your Salesforce lead records
- Add Lead Grade to your Leads view in Salesforce
- Create workflow rules in Salesforce using HubSpot Intelligence (very advanced)
Need more help?
- Troubleshoot the Salesforce Connector when leads and data aren't syncing
- Integration suddenly stop working? Try resetting your Salesforce credentials in HubSpot.
- Read the Salesforce Connector V2 Frequently Asked Questions
- What's new in Salesforce Connector V2?
- File a support ticket if you still need help
- Hire a HubSpot Service Marketplace Provider to integrate your HubSpot with Salesforce
