How to show Hubspot Data on Salesforce Record

BHarry172607
Participant

I am lookinng to create a view of Hubspot related information upon the Contact/Account Page in Salesforce.

Has anyone done this and if so how did you get it to work?

What apps do I need to install and setup to get it to work?

Need to get this resolved asap.

Kind regards

Brian

2 Accepted solutions
GRajput
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Hi @BHarry172607 

"Here is one of the approaches which I prefer -
1. Use the official HubSpot-Salesforce integration present in the marketplace.
2. Install the integration & managed package
3. Configure sync and add the HubSpot embed UI to Contact/Account layouts

. Please test with a small set of records first.

I hope this will help you out. Please mark it as Solution Accepted and upvote to help another Community member.

Thanks!







Gaurav Rajput
Director, MarTech( Growth Natives)

Book a meeting


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0 Upvotes
RubenBurdin
Solution
Top Contributor

Hi @BHarry172607 , yes, this is a very common setup, and you don’t need anything custom or third-party to make it work. The official HubSpot–Salesforce integration is exactly what’s designed for this, even if your goal is just to view HubSpot data inside Salesforce rather than actively syncing or updating records.

 

The installation always starts in HubSpot, not Salesforce. From HubSpot, you install the Salesforce integration, which then prompts you to log into Salesforce and install the managed package there. That package is what adds the HubSpot Visualforce components to Salesforce. Without it, there’s nothing to display on Contact or Account records. HubSpot’s current setup guide walks through that flow clearly (https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesforce-integration )

 

Once installed, the key step is adding the HubSpot Embed (Visualforce) window to your Salesforce page layouts. In Salesforce Setup, go to Object Manager, open Contact and Account, edit the relevant Page Layouts, and drop in the HubSpot Intelligence Visualforce component.

 

This panel is read-only from the Salesforce side and shows HubSpot timeline activity like emails, form submissions, list memberships, and other engagement data, which sounds exactly like what you’re after. The official instructions are here (https://knowledge.hubspot.com/salesforce/add-the-hubspot-visualforce-window-to-your-salesforce-page-... )

 

One important detail to keep in mind, especially with how this works in 2025, is that the records still need to be linked between systems. That usually means matching Contacts by email and Accounts to Companies by domain. You can keep field syncing minimal or even disabled, but the integration needs that linkage so Salesforce knows which HubSpot record to display.

If you get stuck, double-check permissions for the Salesforce integration user and confirm the Visualforce component is visible on the correct layouts and profiles. That’s where things usually go wrong.

Hope this helps you get it live quickly.

Did my answer help? Please mark it as a solution to help others find it too.

Ruben Burdin Ruben Burdin
HubSpot Advisor
Founder @ Stacksync
Real-Time Data Sync between any CRM and Database
Stacksync Banner

View solution in original post

0 Upvotes
3 Replies 3
RubenBurdin
Solution
Top Contributor

Hi @BHarry172607 , yes, this is a very common setup, and you don’t need anything custom or third-party to make it work. The official HubSpot–Salesforce integration is exactly what’s designed for this, even if your goal is just to view HubSpot data inside Salesforce rather than actively syncing or updating records.

 

The installation always starts in HubSpot, not Salesforce. From HubSpot, you install the Salesforce integration, which then prompts you to log into Salesforce and install the managed package there. That package is what adds the HubSpot Visualforce components to Salesforce. Without it, there’s nothing to display on Contact or Account records. HubSpot’s current setup guide walks through that flow clearly (https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesforce-integration )

 

Once installed, the key step is adding the HubSpot Embed (Visualforce) window to your Salesforce page layouts. In Salesforce Setup, go to Object Manager, open Contact and Account, edit the relevant Page Layouts, and drop in the HubSpot Intelligence Visualforce component.

 

This panel is read-only from the Salesforce side and shows HubSpot timeline activity like emails, form submissions, list memberships, and other engagement data, which sounds exactly like what you’re after. The official instructions are here (https://knowledge.hubspot.com/salesforce/add-the-hubspot-visualforce-window-to-your-salesforce-page-... )

 

One important detail to keep in mind, especially with how this works in 2025, is that the records still need to be linked between systems. That usually means matching Contacts by email and Accounts to Companies by domain. You can keep field syncing minimal or even disabled, but the integration needs that linkage so Salesforce knows which HubSpot record to display.

If you get stuck, double-check permissions for the Salesforce integration user and confirm the Visualforce component is visible on the correct layouts and profiles. That’s where things usually go wrong.

Hope this helps you get it live quickly.

Did my answer help? Please mark it as a solution to help others find it too.

Ruben Burdin Ruben Burdin
HubSpot Advisor
Founder @ Stacksync
Real-Time Data Sync between any CRM and Database
Stacksync Banner
0 Upvotes
GRajput
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Hi @BHarry172607 

"Here is one of the approaches which I prefer -
1. Use the official HubSpot-Salesforce integration present in the marketplace.
2. Install the integration & managed package
3. Configure sync and add the HubSpot embed UI to Contact/Account layouts

. Please test with a small set of records first.

I hope this will help you out. Please mark it as Solution Accepted and upvote to help another Community member.

Thanks!







Gaurav Rajput
Director, MarTech( Growth Natives)

Book a meeting


0 Upvotes
Jaycee_Lewis
Thought Leader

Hi, @BHarry172607 👋 Here's the current documentation — Add the HubSpot Embed window to your Salesforce page layouts
 

— Jaycee





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