Integrations

Connect your Salesforce sandbox to HubSpot

Last updated: July 15, 2020

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise
CMS 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 the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
  • Click Salesforce.
  • Navigate to the Sync Settings tab. Click the Actions dropdown and click Connect to a new account

connect-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 the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
  • Click Salesforce.
  • Navigate to the Sync Settings tab. Click the Actions dropdown and click Connect a different user

salesforce-connect-user-1

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