Salesforce

Connect your Salesforce sandbox to HubSpot

Last updated: November 16, 2018

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
Sales Hub
sales-starter-pro-enterprise
Starter, Professional, Enterprise
Service Hub
service-pro-enterprise
Professional, Enterprise

You can connect Salesforce production or sandbox environments to HubSpot. During the initial setup process, you can choose to connect to a sandbox environment, but if you originally connected to a production environment and want to change this, you can do so within your integrations settings. 

To connect to your Salesforce sandbox environment, follow the instructions below:
  • Make sure you've installed the HubSpot integration within your sandbox environment. You can do so by following the steps in the Salesforce Setup wizard or by clicking this link.
  • In your HubSpot account, click your account name in the top right corner, then click Integrations.
  • In the Salesforce section, click the More dropdown menu, then select View details
  • In the Salesforce Credentials section, click Connect to a new sandbox.

  • On the Salesforce login screen, enter your sandbox credentials and click Log In
  • The next page will prompt you to give HubSpot access to your Salesforce account. Click Allow

  • When you're ready to switch to production, click Connect a new account to replace your sandbox credentials with your production credentials. Make sure you've installed the connector in production before completing this step. 

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