Hubspot Salesforce Connector v3: Practical How‑To Guide

The Hubspot Salesforce Connector v3 package helps you keep sales and marketing data aligned between Hubspot and Salesforce with a more secure and flexible setup. This guide walks you through what v3 is, how to install or upgrade it, and how to manage access and deployments in Salesforce.

What Is the Hubspot Salesforce Connector v3 Package?

The Hubspot Salesforce Connector v3 is the latest managed package used to connect your Salesforce org to your Hubspot portal. It relies on the Salesforce Streaming API to sync data efficiently and replace the older API‑based package.

The new version is designed to:

• Improve reliability of syncs using Streaming API technology.
• Add a dedicated HubSpot integration profile inside Salesforce.
• Give admins better control over security and permissions.
• Make future updates easier to deploy.

If you re-authenticate your Salesforce connector in your HubSpot portal and have not installed v3 yet, HubSpot will prompt you to install the newer package so you can access these improvements.

How the Hubspot Connector v3 Package Works

Once installed, the Hubspot Salesforce Connector v3 package adds custom components inside Salesforce that support the integration with your Hubspot portal.

Key elements include:

• A managed package distributed via the Salesforce AppExchange.
• A dedicated HubSpot integration user profile.
• Streaming API configuration for more efficient data updates.
• Support for syncing data between Salesforce objects and the corresponding records in your Hubspot account.

The core sync setup, mapping, and field configuration continue to be managed from within your Hubspot portal’s Salesforce integration settings.

How to Install Hubspot Salesforce Connector v3

To install the Hubspot Salesforce Connector v3 package in your Salesforce org, follow these steps.

1. Confirm You Have the Right Salesforce Permissions

Make sure the user who will install the package in Salesforce has:

• Download AppExchange Packages permission.
• Customize Application permission.
• Access to install managed packages from AppExchange.

Without these, the Hubspot integration package cannot be installed or upgraded correctly.

2. Start Installation from the Hubspot Integration

After you connect Salesforce from your Hubspot portal, you will be prompted to install or upgrade to v3 if it is not already in your org.

1. In your Hubspot account, go to the Salesforce integration settings.
2. Follow the on‑screen prompts to begin the package installation.
3. You will be redirected to Salesforce to confirm the install.

Hubspot will detect whether the v3 package is present and guide you through the required steps.

3. Complete the Package Install in Salesforce

During installation in Salesforce you will need to:

• Select which users should have access to the components.
• Confirm the security level and visibility of the package items.
• Allow the package to access the necessary Salesforce APIs.

After completion, Salesforce will finalize the deployment and the Hubspot Salesforce Connector v3 package will become available in your org.

Upgrading from the Old Hubspot Salesforce Package

If you previously used an older Salesforce connector package, you may need to upgrade to the Hubspot Salesforce Connector v3 to benefit from the latest functionality and Streaming API support.

How Upgrade Prompts Work in Hubspot

When you reconnect or re‑authenticate the Salesforce integration, Hubspot checks your Salesforce org. If v3 is not installed, or only an earlier connector version exists, Hubspot will prompt you to install the new package.

This process ensures:

• Your integration uses the latest recommended package.
• Any deprecated components from older packages are replaced over time.
• Sync behavior is consistent with current Hubspot features.

What Happens to Old Package Versions?

The earlier Salesforce connector package versions continue to exist in Salesforce until removed by an admin, but Hubspot recommends moving to v3. The new package is designed to be used going forward and relies on the Streaming API rather than the previous polling‑based method.

Managing Access to the Hubspot Connector v3 in Salesforce

After installing the Hubspot Salesforce Connector v3 package, you should configure which users and profiles can see and manage the integration components.

Using the HubSpot Integration User Profile

The package includes a special profile called HubSpot Integration. This profile is intended for the Salesforce user that connects to your Hubspot portal.

Typical steps include:

1. Create or assign a Salesforce user to act as the dedicated integration user.
2. Apply the HubSpot Integration profile to that user in Salesforce.
3. Use that user when authorizing the connection from Hubspot.

This approach improves security and keeps integration changes tied to a single, well‑defined user account.

Granting Additional User Access

If you need more people in Salesforce to view or use the Hubspot connector components:

• Give those users profiles or permission sets with access to package objects and tabs.
• Ensure they have visibility into integrated records as required.
• Review field‑level security for any data that syncs with your Hubspot account.

Controlling access this way makes sure that only the correct teams interact with the integration while still giving admins full oversight.

Deploying the Hubspot Connector Package Across Salesforce Environments

Many teams use multiple Salesforce environments (for example, sandbox and production) and need to understand how the Hubspot Salesforce Connector v3 package behaves across them.

Using Sandboxes with Hubspot

When you install the v3 package in a Salesforce sandbox, you can connect it to a Hubspot portal for testing. However, this connection is separate from the one used with your production org.

Typical best practices include:

• Test new mappings and sync rules in a sandbox before applying them in production.
• Connect the sandbox org to a non‑production Hubspot portal when possible.
• Review how Streaming API‑based sync behaves before deploying changes.

Change Sets and Package Components

Because the Hubspot connector is a managed package:

• The core package is installed directly from AppExchange or via the integration prompts in Hubspot.
• You do not move the package itself with change sets.
• You can still use change sets for related configuration, such as custom fields or page layouts that work alongside the connector.

In every Salesforce environment where you need the integration, install the Hubspot Salesforce Connector v3 package and then apply any supplemental configuration via your normal deployment strategy.

Troubleshooting and Additional Hubspot Resources

If you encounter issues with the Hubspot Salesforce Connector v3 package, start with the official documentation for the most accurate description of current behavior and requirements.

• Review the full FAQ directly on HubSpot: HubSpot Salesforce Connector Package v3 FAQ.
• Confirm that the correct package version is installed in your Salesforce org.
• Verify that your integration user has the HubSpot Integration profile and enough permissions.
• Check that the Streaming API is available and enabled in your Salesforce edition.

You can also work with experienced consultants to design a reliable integration architecture between Salesforce and your Hubspot portal. For strategy and implementation support, see Consultevo, which focuses on CRM integration and marketing operations.

Next Steps for Your Hubspot and Salesforce Integration

The Hubspot Salesforce Connector v3 package gives you a modern, secure foundation for syncing customer data. By installing the latest package, assigning the HubSpot Integration profile, and deploying it correctly across environments, you can align sales and marketing teams on a single source of truth.

Once v3 is in place, you can continue refining field mappings, sync rules, and automation inside your Hubspot portal to make the most of the integration while keeping Salesforce performance and security under control.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

Scale Hubspot

“`