Integrations

Add the HubSpot Visualforce window to your Salesforce page layouts

Last updated: October 28, 2019

Applies to:

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

The HubSpot Visualforce window displays a summary of the interactions a Salesforce lead or contact has had in HubSpot. The window shows details such as form submissions, marketing email sends, HubSpot Score, and includes a link to their HubSpot contact record.

You can add the HubSpot Visualforce window to your Salesforce lead and contact page layouts:

Salesforce Classic

  • Navigate to your Salesforce account.
  • In the upper right, click Setup (or [Your Name] > Setup).
  • To add the Visualforce window to your lead page layouts, in the Build section in the left sidebar menu, navigate to Customize > Leads > Page Layouts.build-lead-page-layout-salesforce
  • Or, to add the Visualforce window to a contact page layout, in the Build section in the left sidebar menu, navigate to Customize > Contacts > Page Layouts.build-contact-page-layout
  • You'll see a list of page layouts. Click Edit next to a page layout's name. 

Please note: if you have multiple page layouts, you must add the Visualforce window to each page layout you want to display the window on.

  • Click the Section item in the toolbar and drag and drop it into the desired location on the page layout.

  • In the dialog box, enter a Section Name (e.g., HubSpot Information). Under Layout, select 1-Column. Click OK.
  • In the toolbar's left sidebar menu, select Visualforce Pages.
  • Click the HubSpot Lead Intelligence or HubSpot Contact Intelligence item in the toolbar and drag and drop it into the newly-created section on the page layout.
Add the visualforce itself - scroll down, click Visualforce Pages in the toolbar above > drag HubSpot Lead Intelligence item into the HubSpot Intelligence section
  • Hover over the new HubSpot Lead Intelligence or HubSpot Contact Intelligence Visualforce window and click the wrench icon in the top right.
  • In the dialog box, change the window Height to 315, then click OK.

  • In the top left of the toolbar, click Save to apply your layout changes.
  • Navigate to a Salesforce lead or contact record to view the HubSpot Visualforce window.

Repeat these steps for any other lead or contact page layouts you want to add the HubSpot Visualforce window to.

 

Lightning Experience

  • Navigate to your Salesforce account.
  • In the upper right, click the gear icon settings and select settings Setup.
  • In the left sidebar menu, in the Platform Tools section, navigate to Objects and Fields > Object Manager.object-manager-lightening-experience
  • In the list of objects, click Lead or Contact.
  • In the left sidebar menu, navigate to Page Layouts.
  • Click the name of a page layout.

Please note: if you have multiple page layouts, you must add the Visualforce window to each page layout you want to display the window on.

  • Click the Section item in the toolbar and drag and drop it into the desired location on the page layout.

  • In the dialog box, enter a Section Name (e.g., HubSpot Information). Under Layout, select 1-Column. Click OK.
  • In the toolbar's left sidebar menu, select Visualforce Pages.
  • Click the HubSpot Lead Intelligence or HubSpot Contact Intelligence item in the toolbar and drag and drop it into the newly-created section on the page layout.
  • Hover over the new HubSpot Lead Intelligence or HubSpot Contact Intelligence Visualforce window and click the wrench icon in the top right.
  • In the dialog box, change the window Height to 315, then click OK.

  • In the top left of the toolbar, click Save to apply your layout changes.
  • Navigate to a Salesforce lead or contact record and click the Details tab to view the HubSpot Visualforce window.

Please note: the HubSpot Visualforce window can only be added as a section on the Details tab in Lightning Experience. The window cannot be added to any custom tabs or pages.

Repeat these steps for any other lead or contact page layouts you want to add the HubSpot Visualforce window to.