Connecting Salesforce to HG

  • Updated on Feb 18, 2026
  • Published on Feb 18, 2026
  • 1 minute(s) read
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Why Connect Salesforce

Connecting Salesforce is what activates HG Sales Copilot for your sellers.

Copilot is designed to power seller workflows - provide signals to your sellers via Playbooks, prioritize their accounts, identify users to reach out to, and more. To do this, Copilot needs visibility into your Salesforce users, account ownership, and activities. Connecting Salesforce is required for your reps to take full advantage of Copilot.

What You Get When Salesforce Is Connected

When Salesforce is connected, Copilot becomes fully activated.

Connecting Salesforce is the first step to making sure that for each of your sellers, Copilot knows:

  • Which accounts belong to which rep

  • Who your users are

  • What activity has occurred in your pipeline

This unlocks:

User & Account Ownership Sync

  • Copilot understands reps’ Salesforce account ownership and territories so that each rep gets matches and account recommendations based on their book

Salesforce account configuration interface displaying various account options and search functionality.

  • Powers our Users tab, so you know who to contact at every account and why

User management interface displaying key contacts and their activities for a company.

Personalized Copilot Feed

  • Reps see signals and activity on the accounts they own.

Overview of Rapid7 and Poppulo with recent engagement signals and account activity graphs.

Playbooks & Automation

  • Build plays triggered by buying signals, competitive insights, and engagement events routed directly to the correct seller. You can also automate these plays and save your reps the manual work!

Overview of website engagement metrics and customer activity in a user interface.

Actionable Premium Signals

  • Premium signals such as job changers and Linkedin signals are activated because they are tied to playbooks and real account ownership.

List of customers transitioning to new companies with their last activity dates.

Activity Context

  • Signals are aligned with Salesforce activity history (our Activities tab) and pipeline context, ensuring alerts are meaningful and relevant.

Activity feed showing user interactions with emails and webinar invitations.

What You Get Without Salesforce

If Salesforce is not connected, you can still explore HG’s data universe.

You will have access to our “Universe of Accounts” view, where you can see information about HG’s 16M+ accounts:

  • Company overviews

  • Technographics and competitive footprint data

  • Industry and firmographic information

  • Job postings

Overview of accounts including Amazon.com, Inc. and various government entities.

However, your sellers will not be able to take advantage of the Feed, create or view Playbooks, or use our other Views (such as My Book of Accounts where you can split up reps’ territory by certain signals). You will also not be able to see Activities or Users for the 16M+ accounts.

Need Help?

If you encounter issues or have questions, contact your CSM or email us at product@hginsights.com.

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