Boosting Sales and Marketing Collaboration: The Benefits of Using the Integration User for Salesforce-Hubspot Integration

Salesforce has recently released a new feature that enables an unpaid integration user to be used in your Salesforce org without taking up a seat.

We quickly implemented this feature for a client due to frequent password change issues they were experiencing. Unfortunately, Salesforce’s documentation on this new user license is limited.

Nevertheless, we found that by applying the following permission sets allowed the integration to work seamlessly:

• API Enabled
• Modify Metadata Through MetaData API Functions
• View Setup and Configuration
• Download AppExchange Packages

Once the permission sets were applied and the Integration User’s credentials were set up in Hubspot, the integration was ready to go. We hope this information is helpful. If you require further assistance with Salesforce or Hubspot-related issues, including integration, please do not hesitate to contact us .