Hubspot salesforce integration



Guide

  1. Head over to App Marketplace on the top right. (store icon)

  2. Search for "Salesforce" in the search bar and select it.

  3. Hit the Install app button to start the installation.

  4. Now, click on the Log in to Salesforce button on the bottom right.

  5. You will be required to login to your Salesforce account.

  6. Grant the required access by hitting Allow.

  7. Back in your HubSpot page, click on the hyperlink that says Start the Salesforce package installation to begin.

  8. Choose the Access level for your organisation and hit Install.

  9. Approve third-party access levels and hit Continue.

  10. You will see a message saying, "Installation Complete". Hit Done.

  11. Head back to the Hubspot screen and move to the Configure stage. This allows you to view HubSpot directly from Salesforce if you need to. You can also Skip this step.

  12. Finally, finish setup and begin your Sync. Your HubSpot Salesforce connection is now done!

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