3 Accepted solutions
Welcoem to the community @BHarry172607! Looks like you're gettign some good help from my colleagues. Not surprised - I work with amazing humans.
As you're getting the help, here's a run down (from the HubSpot Knowledge Base) of how this can work so others might see an answer. As @MandyDROS mentioned, it's definitely possible.
Step 1: Install and connect the integration
- In HubSpot, go to the "store" icon in the top navigation → Apps. Then find the Salesforce integration and start the install flow.*
- In Salesforce, install the HubSpot managed package when prompted (this adds the Visualforce pages and fields).
- Create/choose a dedicated Salesforce integration user with the required permissions, including access to Leads, Contacts, Accounts and “Modify Metadata” to see the Visualforce window.
- Complete the OAuth connection back in HubSpot so the two orgs are linked.
*This sounds simple. And while it can be, it's also quite often a bigger conversation than just "install." Please make sure you've looked over the documentation and planned the integration strategically.
Step 2: Decide what “one‑way” really means
Because you only want a view of HubSpot data, decide object by object and field by field whether Salesforce is allowed to change anything:
- For most contact/company properties, set sync rules so HubSpot is the source of truth, or even “Don’t sync” if you only want activity visibility via the Visualforce window.
- For any fields that should be pushed into Salesforce (e.g., HubSpot lifecycle stage, last marketing email engagement, lead score), configure the mapping to allow HubSpot → Salesforce but not Salesforce → HubSpot, via rules like “Prefer Salesforce unless blank” or one‑way mappings depending on your design.
If you truly want “no updates back into HubSpot from Salesforce,” avoid two‑way sync rules and avoid mapping Salesforce‑only fields into HubSpot.
Step 3: Configure object and field sync
In HubSpot’s Salesforce integration settings:
Enable sync for Contacts and Companies (Accounts) so records can link and the Visualforce panel can resolve the right HubSpot record.
Use an inclusion list so only the right HubSpot contacts sync to Salesforce (e.g., MQLs or customers), minimizing noise.
Go to the object/property sync/mapping area and:
- Review default mappings for Contacts/Leads and Companies/Accounts.
- For each mapped property, set an appropriate sync rule (e.g., “Prefer Salesforce unless blank” if you never want Salesforce values changed by HubSpot, or disable sync for fields you don’t want in Salesforce at all).
This is where you enforce “view‑only” behavior at the data level, on top of the UI‑level Visualforce view.
Step 4: Add the HubSpot Visualforce window to page layouts
To show HubSpot interactions directly on SFDC records:
In Salesforce Setup, open the Object Manager for:
- Lead
- Contact
- Account
For each object, open Page Layouts, choose the layout(s) you want, and:
- Create a new section such as “HubSpot Intelligence”.
- Drag the HubSpot Visualforce page (often named “HubSpot Intelligence” / “HubSpot Lead Intelligence” / “HubSpot Contact Intelligence”) into that section.
Set the Visualforce frame height so the activity feed is usable (many guides suggest something like 400–600 px).
Save the layout and assign it to the relevant profiles. Users with the right permissions will now see HubSpot data (timeline activity, form submissions, emails, etc.) on each Salesforce record that is synced to HubSpot.
This UI panel is inherently read‑only from the Salesforce side; users can open links into HubSpot but do not edit HubSpot directly from it.
Step 5: Surface key HubSpot fields on the layout
For properties that matter to reps (e.g., lead score, lifecycle stage, last HubSpot marketing email open):
Ensure each HubSpot property is mapped to a Salesforce field with your chosen one‑way sync rule.
In Salesforce, add those fields to the relevant page layouts and to list views/reports so they are visible alongside native Salesforce fields.
This gives you a hybrid: a compact, reportable set of HubSpot properties as fields plus the richer activity stream in the Visualforce panel.
Step 6: Permissions and testing
- Confirm the integration user can see and write to the mapped Salesforce fields but respects your sync rules so data never flows the wrong way.
- Test with a small set of Contacts/Accounts to verify:
- The HubSpot Visualforce window resolves correctly for synced records.
- HubSpot fields appear and update as expected in Salesforce, and changing them in Salesforce does not undesirably alter HubSpot when you intend “view‑only.”
Hopefully that helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.
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Hi @BHarry172607 , You’re on the right track, and the good news is that what you want is already supported natively by HubSpot and Salesforce, without any custom development. The key thing to understand is that even a “view-only” setup still starts with installing the standard HubSpot–Salesforce integration.
You always initiate it from the HubSpot side, and during that flow HubSpot will prompt you to log into Salesforce and install the managed package there. That package is what gives you the Visualforce panels that surface HubSpot data inside Salesforce.
Once connected, you do not need to fully sync data if your goal is visibility rather than updates. You can enable the integration but keep field sync extremely limited or even disabled. The Visualforce window does not require two-way field syncing to work. It simply needs the records to be linked so Salesforce can resolve which HubSpot contact or company to display.
This is how you can see things like HubSpot timeline activity, emails, form submissions, and list memberships directly on Salesforce Contact and Account page layouts.
In Salesforce, you then add the HubSpot Visualforce components to your Contact and Account page layouts. These panels are inherently read-only from the Salesforce side. Reps can see HubSpot engagement and click through to HubSpot if needed, but they cannot edit HubSpot data from Salesforce. HubSpot walks through this hereand specifically for the embedded view
(https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesforce-integration )
One clarifying question that matters before you finalize this: do your Contacts and Accounts already exist in both systems with matching emails or domains, or will HubSpot need to create/link them during the initial connection? That affects whether you can truly keep this “view-only” from day one.
Hope this helps and keeps the setup clean.
Did my answer help? Please mark it as a solution to help others find it too.
 | Ruben Burdin HubSpot Advisor Founder @ Stacksync Real-Time Data Sync between any CRM and Database |
 | |
Hi @BHarry172607 , You’re on the right track, and the good news is that what you want is already supported natively by HubSpot and Salesforce, without any custom development. The key thing to understand is that even a “view-only” setup still starts with installing the standard HubSpot–Salesforce integration.
You always initiate it from the HubSpot side, and during that flow HubSpot will prompt you to log into Salesforce and install the managed package there. That package is what gives you the Visualforce panels that surface HubSpot data inside Salesforce.
Once connected, you do not need to fully sync data if your goal is visibility rather than updates. You can enable the integration but keep field sync extremely limited or even disabled. The Visualforce window does not require two-way field syncing to work. It simply needs the records to be linked so Salesforce can resolve which HubSpot contact or company to display.
This is how you can see things like HubSpot timeline activity, emails, form submissions, and list memberships directly on Salesforce Contact and Account page layouts.
In Salesforce, you then add the HubSpot Visualforce components to your Contact and Account page layouts. These panels are inherently read-only from the Salesforce side. Reps can see HubSpot engagement and click through to HubSpot if needed, but they cannot edit HubSpot data from Salesforce. HubSpot walks through this hereand specifically for the embedded view
(https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesforce-integration )
One clarifying question that matters before you finalize this: do your Contacts and Accounts already exist in both systems with matching emails or domains, or will HubSpot need to create/link them during the initial connection? That affects whether you can truly keep this “view-only” from day one.
Hope this helps and keeps the setup clean.
Did my answer help? Please mark it as a solution to help others find it too.
| | Ruben Burdin HubSpot Advisor Founder @ Stacksync Real-Time Data Sync between any CRM and Database |
| | |
Welcoem to the community @BHarry172607! Looks like you're gettign some good help from my colleagues. Not surprised - I work with amazing humans.
As you're getting the help, here's a run down (from the HubSpot Knowledge Base) of how this can work so others might see an answer. As @MandyDROS mentioned, it's definitely possible.
Step 1: Install and connect the integration
- In HubSpot, go to the "store" icon in the top navigation → Apps. Then find the Salesforce integration and start the install flow.*
- In Salesforce, install the HubSpot managed package when prompted (this adds the Visualforce pages and fields).
- Create/choose a dedicated Salesforce integration user with the required permissions, including access to Leads, Contacts, Accounts and “Modify Metadata” to see the Visualforce window.
- Complete the OAuth connection back in HubSpot so the two orgs are linked.
*This sounds simple. And while it can be, it's also quite often a bigger conversation than just "install." Please make sure you've looked over the documentation and planned the integration strategically.
Step 2: Decide what “one‑way” really means
Because you only want a view of HubSpot data, decide object by object and field by field whether Salesforce is allowed to change anything:
- For most contact/company properties, set sync rules so HubSpot is the source of truth, or even “Don’t sync” if you only want activity visibility via the Visualforce window.
- For any fields that should be pushed into Salesforce (e.g., HubSpot lifecycle stage, last marketing email engagement, lead score), configure the mapping to allow HubSpot → Salesforce but not Salesforce → HubSpot, via rules like “Prefer Salesforce unless blank” or one‑way mappings depending on your design.
If you truly want “no updates back into HubSpot from Salesforce,” avoid two‑way sync rules and avoid mapping Salesforce‑only fields into HubSpot.
Step 3: Configure object and field sync
In HubSpot’s Salesforce integration settings:
Enable sync for Contacts and Companies (Accounts) so records can link and the Visualforce panel can resolve the right HubSpot record.
Use an inclusion list so only the right HubSpot contacts sync to Salesforce (e.g., MQLs or customers), minimizing noise.
Go to the object/property sync/mapping area and:
- Review default mappings for Contacts/Leads and Companies/Accounts.
- For each mapped property, set an appropriate sync rule (e.g., “Prefer Salesforce unless blank” if you never want Salesforce values changed by HubSpot, or disable sync for fields you don’t want in Salesforce at all).
This is where you enforce “view‑only” behavior at the data level, on top of the UI‑level Visualforce view.
Step 4: Add the HubSpot Visualforce window to page layouts
To show HubSpot interactions directly on SFDC records:
In Salesforce Setup, open the Object Manager for:
- Lead
- Contact
- Account
For each object, open Page Layouts, choose the layout(s) you want, and:
- Create a new section such as “HubSpot Intelligence”.
- Drag the HubSpot Visualforce page (often named “HubSpot Intelligence” / “HubSpot Lead Intelligence” / “HubSpot Contact Intelligence”) into that section.
Set the Visualforce frame height so the activity feed is usable (many guides suggest something like 400–600 px).
Save the layout and assign it to the relevant profiles. Users with the right permissions will now see HubSpot data (timeline activity, form submissions, emails, etc.) on each Salesforce record that is synced to HubSpot.
This UI panel is inherently read‑only from the Salesforce side; users can open links into HubSpot but do not edit HubSpot directly from it.
Step 5: Surface key HubSpot fields on the layout
For properties that matter to reps (e.g., lead score, lifecycle stage, last HubSpot marketing email open):
Ensure each HubSpot property is mapped to a Salesforce field with your chosen one‑way sync rule.
In Salesforce, add those fields to the relevant page layouts and to list views/reports so they are visible alongside native Salesforce fields.
This gives you a hybrid: a compact, reportable set of HubSpot properties as fields plus the richer activity stream in the Visualforce panel.
Step 6: Permissions and testing
- Confirm the integration user can see and write to the mapped Salesforce fields but respects your sync rules so data never flows the wrong way.
- Test with a small set of Contacts/Accounts to verify:
- The HubSpot Visualforce window resolves correctly for synced records.
- HubSpot fields appear and update as expected in Salesforce, and changing them in Salesforce does not undesirably alter HubSpot when you intend “view‑only.”
Hopefully that helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.
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Hi @StjepanGrcic and thanks for your help and message.
The HubSpot Community is a shared space of connection and learning.
Help make the HubSpot Community a richer place by sharing your expertise here, on this public space please, so that other Community Members can get help too!
Thank you very much!
Bérangère
 | Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth. Learn More |
Hi @BHarry172607 and welcome, we are so glad to have you here!
Thanks for reaching out to the HubSpot Community!
I understand that you are using the "Salesforce" integration and you’d like to know how to display HubSpot contact and account data in Salesforce, as a one-way sync, without syncing any updates. Please let me know if that's not the case.
I'd love to put you in touch with our Top Experts: Hi @patrick_adams, @TomM2 and @MandyDROS do you have suggestions to help @BHarry172607, please?
Have a wonderful day and thanks so much!
Bérangère
| Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth. Learn More |
