Salesforce

Connect your Salesforce sandbox to HubSpot

Last updated: May 3, 2019

Applies to:

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

With the HubSpot-Salesforce integration, you can connect either a Salesforce production organization or Salesforce sandbox to HubSpot.

 

HubSpot-Salesforce integration is not currently installed

Install the HubSpot-Salesforce integration. To connect your Salesforce sandbox to HubSpot, ensure you select the Yes, this will connect to a sandbox checkbox, and install the integration package in your Salesforce sandbox.

 

HubSpot-Salesforce integration is currently installed

If the integration is already installed, but your Salesforce production organization is currently connected to HubSpot, connect your Salesforce sandbox to HubSpot:

  • Install the integration package in your Salesforce sandbox.
  • In your HubSpot account, click your account name in the top right corner, then click Integrations.
  • Click Salesforce.
  • In the Salesforce Credentials section, click Connect to a new sandbox.

  • Enter your Salesforce sandbox credentials and click Log In to Sandbox.
  • Review the integration permissions, then click Allow.

When you're ready to reconnect your Salesforce production organization to HubSpot:

  • Ensure the integration package is installed in your Salesforce production organization.
  • In your HubSpot account, click your account name in the top right corner, then click Integrations.
  • Click Salesforce.
  • In the Salesforce Credentials section, click Connect to a new account.

  • Enter your Salesforce production organization credentials and click Log In.
  • Review the integration permissions, then click Allow.