What this unlocks
Connect your sales pipeline and contact data. Once connected, HubSpot CRM data shows up in these places in your dashboard:
Leads chart
New leads over time on Insights → Visitors & Leads.
Recent Leads and lead details
A table of recent leads, each with its own detail page.
Which leads are counted? Salient only counts HubSpot contacts whose first visit to your website was a page Salient published. Your other contacts are never shown.
Before you begin
Have these ready. The connection itself only takes a few minutes.
- A Salient dashboard login with access to the brand you are connecting.
- A HubSpot user who is allowed to connect apps to the account. This usually means a Super Admin or a user with the App Marketplace access permission.
- The HubSpot tracking code installed on your website, so HubSpot knows which page each contact first visited.
Step by step
-
Open Integrations in the dashboard
Sign in at app.salientnow.io. If your login covers more than one brand, pick the brand you want to connect on the
Pick the brand you want to work on.
screen. Then click Integrations in the left sidebar.Cards are grouped under Analytics and CRM. You can also type in
Search for an integration...
to find the Hubspot CRM card.
The Integrations page, with the Hubspot CRM card visible and showing “Not Connected”. -
Turn on the Hubspot CRM toggle
Click the toggle on the Hubspot CRM card. You'll see
Connecting to HubSpot Secure Portal...
before you're sent to HubSpot.
The Hubspot CRM card with the toggle being switched on. -
Choose your HubSpot account and approve
Sign in to HubSpot if asked. If you have access to more than one HubSpot account, choose the one your sales team uses. Review the permissions and click Connect app.
HubSpot’s account chooser and permission screen for Salient. -
Wait for the confirmation
You come back to the Integrations page while Salient runs
Exchanging authorization tokens...
andConfiguring synchronization pipeline...
. The toastHubspot CRM Verified!
confirms it. There's no account to pick: the HubSpot account you approved is connected directly. -
Check that the card shows Active
Back on the Integrations page, the Hubspot CRM card now shows a green Active ✓ badge, the toggle is on, and the card reads Connected to: followed by the account you picked. Data starts appearing in your dashboard after the next sync.
The Hubspot CRM card in its connected state: “Active ✓”, toggle on, and “Connected to:” showing the account.
Change or disconnect
Change the connected account
Click the gear icon next to the Hubspot CRM title. This runs the HubSpot sign-in again, so you can switch to a different HubSpot account.
Disconnect
Turn the toggle off. A dialog asks Disconnect HubSpot CRM
and explains: Are you sure you want to disconnect HubSpot CRM? This will stop tracking and syncing data from this integration.
Click Disconnect to confirm. You'll see Account Disconnected
.
Disconnecting removes our access immediately. You can also revoke access from the HubSpot CRM side at any time.
Troubleshooting
These are the messages you might see in the dashboard, and what to do about each one.
Visitors & Leads says “Connect HubSpot CRM”
HubSpot isn't connected for this brand. Click Set up integration to go to the Integrations page. Each brand has its own connections.
I see “HubSpot Authentication Failed”
The message Your HubSpot credentials have expired or are invalid.
means the access was revoked, for example because the user who connected it left or the app was uninstalled in HubSpot. Click Reconnect and approve again.
I connected but see no leads
Leads only appear once a contact's first recorded visit is one of your Salient pages. Check that the HubSpot tracking code is installed on your website, including the Salient pages, and allow time for new contacts to come in.
I can't approve the app in HubSpot
Your HubSpot user can't install apps. Ask a Super Admin to connect it, or to give you the App Marketplace access permission.