How to integrate SalesForce and HubSpot - Step by step guide


August 01, 2021

In order to be able to use the HubSpot-Salesforce integration you will need the following subscriptions, access, and permissions.

  • A HubSpot Professional or Enterprise subscription.
  • Account access permission in HubSpot.
  • A Salesforce edition with API access, or Salesforce Professional.
  • Be a Salesforce system administrator, or be assigned the HubSpot Integration Permission set (in the Available Permission Sets section, select HubSpot Integration Permissions).

In addition to the above permissions, you will need to have all of the following Salesforce user profile administrative permissions. API Enabled.

  • View Setup and Configuration enabled.
  • Modify All Data on any objects (accounts, campaigns, contacts, leads, or opportunities) which will sync to HubSpot.
  • Have the Modify Metadata permission (to view ta in the HubSpot Visualforce window on
  • Salesforce leads and/or contact records).
  • Have the Download AppExchange Packages permission.
  • Have the task Type field be Visible to their user profile.

General expectations of the HubSpot-Salesforce integration
Expect to switch back and forth between these instructions and Salesforce for part of the integration setup and installation process.
There is a limit to the number of API calls used by the integration per day. A single contact sync can take up to four API calls per record, but this number can vary.
To connect multiple HubSpot accounts to one Salesforce instance, you must set up and install the integration in each HubSpot account.
HubSpot will only work with one Salesforce instance. 

Step 1: Install Salesforce integration.

Log in to your HubSpot account from the setting menu, click on integrations, and then click on the "Visit App Marketplace" button. 

Search for Salesforce and install the app.


In the pop-up window, enter your Salesforce credentials and click Log In. After logging in, you'll be redirected back to the connector wizard in HubSpot.
Next, install HubSpot in Salesforce. Click Start the Salesforce package installation to begin.

Step 2: Connect to Salesforce

The connector wizard will open. Select yes if you're connecting HubSpot to a Salesforce sandbox; this will connect to a sandbox checkbox. Click Log in to Salesforce.

Related Reads

Learn how to utilize every tool inside of your HubSpot.

Prepare your teams to take ownership of HubSpot and make the most out of your investment.
Start your onboarding

Subscribe to our blog

The best information about inbound marketing, sales, guides and migrations.

Related Reads

HubSpot Payments: The Essential Guide

If your business is growing rapidly and you need to take it to the next level, you may have noticed how painful and messy payments can be. ...

August 05, 2022
Common Problems with HubSpot and How to Solve Them

If you're considering switching from a simple CRM to HubSpot, you've probably noticed the numerous blogs and articles out there talking ...

April 19, 2022
Your Guide to Integrations and Why Your Business Should Use Them

Have you ever found yourself working on a project in which you had to toggle between multiple software and applications? Perhaps you had to ...

April 12, 2022
Data-Driven Marketing Strategy Using HubSpot Integration

Client Located just east of San Francisco in the historic Livermore Valley, Wente Vineyards is recognized as one of California’s premier ...

March 28, 2022