HubSpot-Salesforce Connector Package v3.0.1 | Frequently Asked Questions

Find answers and general information quickly about the updated HubSpot-Salesforce Connector Package v3.0.1, released on March 2022. 

For quick answers about the general HubSpot-Salesforce integration, refer to this article: Salesforce Integration | Frequently Asked Questions.

How do I verify that the HubSpot-Salesforce Connect Package is on version 3.0.1?

Navigate to your Installed Packages in Salesforce and verify that the HubSpot Integration package is on version 3.0.1.

How do I resolve an Insufficient Privileges error when trying to install the connector package?

If you encounter a This app can't be upgraded: Insufficient Privileges error when trying to install the connector package, it's likely because the integration user doesn't have the Download AppExchange Packages permission in Salesforce.

To resolve the error, the Download AppExchange Packages permission must be turned on for the Salesforce user installing the connector package.

What's the difference between the HubSpot Intelligence Object and the HubSpot Visualforce window?

The HubSpot Intelligence object is a custom object that the older connector package created in order to sync analytics information from HubSpot to Salesforce. The HubSpot Visualforce window is an iframe that pulls information directly from the HubSpot contact record, and can be added to lead and contact page layouts in Salesforce.

Do I have to add my Salesforce users to HubSpot in order for them to be able to see the HubSpot Visualforce window?

Yes. Users need a minimum of contacts view access in HubSpot in order to view content in the HubSpot Visualforce window in Salesforce.

You can import your Salesforce users directly into HubSpot using HubSpot's Create user function.

Can I still view the analytics information that used to be stored on the custom object?

Yes. You can create field mappings to sync conversion data on the Salesforce lead and/or contact object to standard HubSpot contact properties. Mapping Salesforce lead and/or contact fields to HubSpot contact analytics properties will provide the most comparable experience to reporting on the HubSpot Intelligence object.

Can I delete the HubSpot Intelligence records in Salesforce?