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How to connect HubSpot and Salesforce

·1 min read
In this article

Start connecting HubSpot and Salesforce through the HubSpot App Marketplace. The interactive guide covers authentication and package installation; field mapping and sync configuration come afterward.

These screenshots cover installation. Review field mapping, sync direction and sync settings in your connected accounts before relying on the integration. Account permissions and available menus can vary.

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Here's how to connect hubspot and salesforce in HubSpot

  1. Open the marketplace from HubSpot’s toolbar.
  2. Select Apps.
  3. Focus the marketplace search field.
  4. Search for Salesforce.
  5. Open the Salesforce listing.
  6. Choose Install app.
  7. Sign in to Salesforce and review the requested access to continue.
  8. Open Salesforce package installation.
  9. Choose Use Custom Domain if your organisation signs in through its own domain.
  10. Enter that domain, then continue.
  11. Review the package access options. This example selects Install for All Users.
  12. Review the third-party access request and select its checkbox to accept.
  13. Continue the package installation.

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Frequently Asked Questions

It covers finding the integration, signing in and continuing the Salesforce package installation. Finish the connection setup and review sync settings in your own accounts afterward.