Salesforce

Add the HubSpot Visualforce window to your Salesforce page layouts

Last updated: September 25, 2018

Applies to:

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

Please note: follow these instructions if you're using the Salesforce Lightning page layouts.

  • Log in to your Salesforce account. 
  • Click Setup (or [Your Name] Setup) in the top-right corner. 
  • In the left sidebar menu under Build, navigate to Customize > Leads > Page Layouts or Customize Contacts > Page Layoutsbuild-in-salesforce

Please note: if you have multiple page layouts to choose from, you need to add the window to each page layout where you want to see it displayed. 

  • Click Edit next to the name of the layout.
  • Click the Section item in the toolbar and drag and drop it onto the page layout. 
  • Enter a name into the Section Name field. 
  • Select the 1-Column radio button. 
salesforce-edit-lead-page-layout
  • In the toolbar, scroll and select the Visualforce Pages folder.
  • Drag and drop the HubSpot Lead or Contact Intelligence window into the HubSpot Information section on your page.
Add the visualforce itself - scroll down, click Visualforce Pages in the toolbar above > drag HubSpot Lead Intelligence item into the HubSpot Intelligence section
User-added image
  • Once the window is added, hover over the window and click the wrench icon in the top right corner. Change the window height to 315px and click OK.edit-pixel-height-in-salesforce-page-layout
  • Click Save to apply your layout changes, then navigate to a lead or contact record in Salesforce to view you HubSpot Visualforce window. 
salesforce-lead-information-window

Repeat this step for any lead or contact page layouts you wish to see the window on.

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