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.
