Salesforce

How do I add the HubSpot Intelligence window to my Salesforce Lightning page layouts?

Last updated: November 13, 2017

Applies to:

Marketing Hub: Pro, Enterprise

The HubSpot Intelligence window displays 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, HubSpot Score, as well as a link to the contact in HubSpot.

To add the HubSpot Intelligence window to your Salesforce Lightning page layouts:
  • In Salesforce's Lightning Experience, click the gear icon in the top right-hand side > choose Setup Home.
  • Click Objects and Fields > Object Manager.
  • From the list of objects, choose either Lead or Contact (depending on which page layout you want to edit) > Page Layouts > name of the layout you want to edit.
  • Drag the Section item in the toolbar onto the page.
  • Name it HubSpot Intelligence and choose 1-column layout.
  • From the Visualforce Pages folder, drag the HubSpot Lead or Contact Intelligence window to your new section.
  • Click Save.
  • After saving the layout, you will be able to view highlights from HubSpot within the Details tab of your Contact and/or Lead record in Salesforce.

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