The HubSpot-Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly, and maintain consistency between your marketing and sales teams.
Please note: if you're setting up Salesforce Selective Sync, your specific settings may vary from the standard requirements, settings, and behavior described below.
Before you begin
Expect to switch back and forth between these instructions and Salesforce for part of the integration setup and installation process.
You must have Account Access permissions in your HubSpot account, along with the following subscriptions, access and permissions in your Salesforce account:
- A Salesforce edition with API access, or Salesforce Professional.
- Be a Salesforce system administrator, or be assigned the HubSpot Integration Permission set (in the Available Permission Sets section, select HubSpot Integration Permissions).
- Have all of the following user profile administrative permissions:
- API Enabled.
- View Setup and Configuration enabled.
- Modify All on any objects (accounts, campaigns, contacts, leads, or opportunities) that you would like to sync to HubSpot.
- Have the Modify Metadata permission (to view data in the HubSpot Visualforce window on Salesforce lead and/or contact records). This is only required if you want to use the Visualforce window, and sync deals to HubSpot.
- Have the Download AppExchange Packages permission.
General expectations of the HubSpot-Salesforce integration
- There is a limit to the number of API calls used by the integration per day. A single contact sync can take up to four API calls per record, but this number can vary.
- To connect multiple HubSpot accounts to one Salesforce instance, you must set up and install the integration in each HubSpot account. You can connect only one Salesforce instance per HubSpot account.
Install the HubSpot-Salesforce integration
- In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
- Use the search bar to locate and select the Salesforce integration.
- In the upper right, click Install app.
- If you're connecting HubSpot to a Salesforce sandbox, select the Yes, this will connect to a sandbox checkbox.
- Click Log in to Salesforce.
- In the pop-up window, enter your Salesforce credentials and click Log In. After logging in, you'll be redirected back to the installation process in HubSpot.
- Next, install HubSpot in Salesforce. Click Start the Salesforce package installation to begin.
- You'll be redirected to Salesforce to install the HubSpot integration package. Select Install for All Users, then click Install.
- In the dialog box, select the Yes, grant access to these third-party web sites checkbox, then click Continue.
- Salesforce will then install the HubSpot integration package. This installation may take up to ten minutes.
- You may see a message: This app is taking a long time to install. You will receive an email after the installation has completed.
- Click Done and wait for an email from Salesforce with the subject Package HubSpot Integration Install Successful.
- After the package has been installed in Salesforce, navigate back to the HubSpot connector wizard and click Next.
- Next, add the HubSpot Visualforce module to Salesforce. This module shows the contact's likelihood to close, and allows you to view and filter contact activity and enroll contacts in HubSpot workflows. Click Add HubSpot to Salesforce. You can opt to click Skip this step and install the Visualforce window at a later time.
- Follow the step-by-step instructions in the installation page to add the HubSpot Visualforce module in Salesforce, or learn more about adding the HubSpot Visualforce window to your Salesforce page layouts.
- When you're done, click Next.
- Next, choose how your data will sync between HubSpot and Salesforce.
- If you select Recommended setup, click Review settings.
Please note: if you select Recommended setup, HubSpot will create mappings between HubSpot properties and Salesforce fields. If the Salesforce field does not have a matching HubSpot property, a new property will be created in HubSpot by Unknown user.
- If you select Advanced setup, click Next.
- On the next screen, set up your contact sync settings:
- Click the Choose which contacts to sync dropdown menu and select All contacts to sync all contacts to Salesforce, or select a HubSpot list to use as an inclusion list to sync only those contacts to Salesforce.
- Click Next.
- On the next screen, set up your activity and task sync settings:
- Click to toggle the Salesforce task sync switch on to automatically create a task in HubSpot when a task is created in Salesforce.
- In the Timeline sync table, select the Sync checkbox next to HubSpot events to sync to Salesforce as tasks, and click the Salesforce task type dropdown menu to select the task type it will be created as in Salesforce.
- Click Next.
- On the next screen, set up your object and property sync settings:
- Click the Contacts, Companies, or Deals tab to configure the sync type for standard properties for that object. In the Companies and Deals
tabs, you may need to click to toggle the Enable company/deal sync switch on before you can create field mappings. - The table displays the standard HubSpot object properties and their Salesforce field equivalents. For each property sync, select the sync type: Prefer Salesforce (default), Always use Salesforce, or Two-way. Learn more about the sync types for Salesforce field mappings.
- Click Next.
- Click the Contacts, Companies, or Deals tab to configure the sync type for standard properties for that object. In the Companies and Deals
- On the next screen, set up your contact sync settings:
- Lastly, review your selected data sync settings. To change the settings for a data sync type, click Change. When you're done, click Finish setup and begin syncing.
- You'll be redirected to your Salesforce integration settings, and data between HubSpot and Salesforce will begin syncing.
After installing and setting up the Salesforce integration, records will not automatically sync. You can import your Salesforce records into HubSpot, or allow them to sync gradually based on automatic sync triggers.
Credit to HubSpot Knowledge Base