What are the steps to install window?

Please note: if you're setting up Salesforce Selective Sync, your specific settings may vary from the standard requirements, settings, and behavior described below.

Before you begin

Expect to switch back and forth between these instructions and Salesforce for part of the integration setup and installation process.

You must have Account Access permissions in your HubSpot account, along with the following subscriptions, access and permissions in your Salesforce account:

• 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).

• Have all of the following user profile administrative permissions:
  • API Enabled.
  • View Setup and Configuration enabled.
  • Modify All on any objects (accounts, campaigns, contacts, leads, or opportunities) that you would like to sync to HubSpot. 
  • Have the Modify Metadata permission (to view data in the HubSpot Visualforce window on Salesforce lead and/or contact records). This is only required if you want to use the Visualforce window, and sync deals to HubSpot. 
  • Have the Download AppExchange Packages permission.
• Have the task Type field be Visible to your user profile.

General expectations of the HubSpot-Salesforce integration

• 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. You can connect only one Salesforce instance per HubSpot account. 

Install the HubSpot-Salesforce integration

• In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
• Use the search bar to locate and select the Salesforce integration.
• In the upper right, click Install app.
• If you're connecting HubSpot to a Salesforce sandbox, select the Yes, this will connect to a sandbox checkbox.
• Click Log in to Salesforce.

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

• You'll be redirected to Salesforce to install the HubSpot integration package. Select Install for All Users, then click Install.
• In the dialog box, select the Yes, grant access to these third-party web sites checkbox, then click Continue.
• Salesforce will then install the HubSpot integration package. This installation may take up to ten minutes.
  
  
  
  • You may see a message: This app is taking a long time to install. You will receive an email after the installation has completed.
  • Click Done and wait for an email from Salesforce with the subject Package HubSpot Integration Install Successful.

• After the package has been installed in Salesforce, navigate back to the HubSpot connector wizard and click Next.
• Next, add the HubSpot Visualforce module to Salesforce. This module shows the contact's likelihood to close, and allows you to view and filter contact activity and enroll contacts in HubSpot workflows. Click Add HubSpot to Salesforce. You can opt to click Skip this step and install the Visualforce window at a later time. 

• Follow the step-by-step instructions in the installation page to add the HubSpot Visualforce module in Salesforce, or learn more about adding the HubSpot Visualforce window to your Salesforce page layouts.
• When you're done, click Next.

• Next, choose how your data will sync between HubSpot and Salesforce. HubSpot will create mappings between HubSpot properties and Salesforce fields regardless of which setup you choose. If the Salesforce field does not have a matching HubSpot property, a new property will be created in HubSpot by Unknown user.