Salesforce

How do I add the HubSpot Intelligence window to my Salesforce 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.

Please note: if you're working with Salesforce Lightning page layouts, please click here for instructions. 

To add the HubSpot Intelligence window to your Salesforce page layouts:
  • In Salesforce, click Setup (or [Your Name] Setup).
  • Under Build, 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.
User-added image
  • From the Visualforce Pages folder, drag the HubSpot Lead or Contact Intelligence window to your new section and then click Save.
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
  • After saving the layout, you will be able to view highlights from HubSpot.

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

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