Salesforce

Add the HubSpot Visualforce window to your Salesforce Lightning page layouts

Last updated: August 7, 2018

Applies to:

Marketing Hub
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Professional, Enterprise
Sales Hub
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Professional, Enterprise
Service Hub
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Professional

The HubSpot Visualforce 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.

  • Click the gear icon settings in the top right corner, then select Setup Home.
  • In the left sidebar menu, navigate to Objects and Fields > Object Manager.
  • From the list of objects, select either Lead or Contact (depending on which page layout you want to edit).
  • Click Page Layouts
  • Select the name of the layout you want to edit.
  • Drag the Section item in the toolbar onto the page.
  • Enter a name into the Section Name field, then select 1-column layout.
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  • From the Visualforce Pages folder, drag the HubSpot Lead or Contact Intelligence window to your new section. Then, click Save.
  • After saving the layout, you'll be able to view highlights from HubSpot within the Details tab of your contact and/or lead record in Salesforce.
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