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Last updated: June 7, 2023
After connecting HubSpot and Salesforce, you can add the HubSpot embed window into Salesforce contact, lead, account, and opportunity records.
The HubSpot embed window displays all timeline activities, object record association insights, and property history. You can also enroll the record in any HubSpot workflows directly from the Salesforce record.
Follow the steps below for the relevant Salesforce interface:
After installing the HubSpot Embed in HubSpot, log in to your Salesforce account to continue the set up. Follow the steps below for the relevant Salesforce interface:
Please note: if you have multiple page layouts, you must add the HubSpot embed window to each page layout you want to display the window on.
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.
Repeat these steps for any other page layouts you want to add the HubSpot embed window to.
To add the HubSpot embed window to the Lightning app builder:
You may see the following error in your HubSpot embed window:
No HubSpot info for this contact. This contact couldn't be found. If you think this is an error, please contact your HubSpot account administrator.
To resolve this error: