The HubSpot Intelligence window allows you to see a quick summary of the interactions a Salesforce lead or contact has had in HubSpot. The window shows details such as form submissions, email opens and clicks, and HubSpot Score, as well as a quick link to the contact in HubSpot. If you did not add this window during the initial integration installation, you can do so by following these steps:
- In Salesforce, click Your Name in the upper-right corner of the screen > Setup (or simply Setup if you have the new Salesforce menu)
- Under App Setup, Click Customize > Leads or Contacts > Page Layouts (please note: you may have multiple page layouts to choose from - you will need to add the window to each page layout you would like to see it on)
- Click Edit next to the applicable layout
- Add a new section to your layout page: drag the Section item in the toolbar onto the page > name it HubSpot Intelligence > choose 1-column layout
Remember to do this for any page layout, Lead or Contact, that you wish to see the window on.