Last updated: June 28, 2023
Available with any of the following subscriptions, except where noted:
Marketing Hub
Professional
,
Enterprise
|
Sales Hub
Professional
,
Enterprise
|
Service Hub
Professional
,
Enterprise
|
Operations Hub
Professional
,
Enterprise
|
Content 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, navigate to Reporting & Data > Integrations.
- Click Salesforce.
- Navigate to the Sync Settings tab. Click the Actions dropdown and click Connect 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, navigate to Reporting & Data > Integrations.
- Click Salesforce.
- Navigate to the Sync Settings tab. Click the Actions dropdown and click Connect a different user.
- Enter your Salesforce production organization credentials and click Log In.
- Review the integration permissions, then click Allow.
