After installing the
HubSpot Sales Chrome extension, you can turn on the extension in your settings for use in Salesforce. This will allow you to use HubSpot tools such as calling, meetings, sequence enrollments, and more directly in Salesforce and on your Salesforce contact, lead, and account records.
Before you get started
When using the HubSpot Sales Chrome extension in Salesforce, please note the following:
To use the HubSpot Chrome extension with Salesforce records, Salesforce users must also be a user in HubSpot and logged in to the latter system. Users will need the View records permissions in HubSpot.
For the Chrome extension to display information on a Salesforce account or opportunity record, the account/opportunity must be syncing with a respective HubSpot company/deal, and that company/deal must have an associated, syncing contact.
Turn on the HubSpot Sales Chrome extension
To turn on the HubSpot Sales Chrome extension in Salesforce:
In your HubSpot account, click the settingssettings icon in the main navigation bar.
In the left sidebar menu, navigate to General.
At the top, click the Emailtab.
Click to expand the Extension settings section.
Click to toggle the Enable the Chrome extension in Salesforce switch on.
In the dialog box, click Allow. When the extension is turned on, it will display HubSpot sidebar enabled in Salesforce.
Turn off the HubSpot Sales Chrome extension
Currently, it is not possible to turn the extension off from your account settings. To turn off the HubSpot Sales Chrome extension in Salesforce, remove the extension's permissions in your browser settings:
From your browser, in the top right, click the menu icon. Then, click Extensions > Manage extensions.
On your extensions page, search for HubSpot Sales, then click Details.
In the Site access section, click to toggle the Automatically allow access on the following sites switch off.
This should automatically turn off access to *://*.force.com/* and remove the extension's features from your Salesforce account. To continue using the extension in Gmail, it is recommended to turn on access to other domains.
If the extension does not automatically turn off, click to toggle the switch off.
If you want to turn on the extension in Salesforce again, you can do so from your HubSpot account.
Use the HubSpot Sales Chrome extension with records in Salesforce
After turning on the extension, users will be able to see the HubSpot Sales sidebar when using Salesforce. This sidebar will match contact and company profiles in Salesforce with related profiles in HubSpot.
From a Salesforce contact, lead, or account page, click the sprocketsproket icon.
In the right panel, review the corresponding HubSpot record's details. Users can also do the following: