Salesforce

  • Updated on Nov 5, 2025
  • Published on Oct 11, 2024
  • 3 minute(s) read
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✅  Source  ✅  Destination

With HG Insights + Salesforce, segment your marketing campaigns and sales routing workflows based on the quality and level of engagement of your Leads, Contacts and Accounts. 

 

What does this integration do?

Salesforce integrates with HG Insights as a Source and a Destination. 

From Salesforce, HG Insights can

  • pull your Leads, Contacts, and Accounts to score, as well as data on Opportunities to build predictive models 

  • pull Salesforce Campaign Members and Tasks to build a behavioral score. 

  • HG Insights cannot pull from custom objects besides G2, on demand.

  • push the HG Insights scores to the Lead, Contact or Account objects to help you segment and prioritize your prospects. 

You can also set up Sales notifications for your prospect to be sent to the right person.

 

Step 1: connect Salesforce to HG Insights

Note: only 1 Salesforce instance can be connected to HG Insights. 

  1. Log out of Salesforce

  2. Log in to HG Insights app app.HG Insights.com

  3. Click on Integrations 

  4. Click on Salesforce

  5. Choose an option to connect to Salesforce 

Best practice:  A specific unique Salesforce user (an Integration User) should be assigned for HG Insights and not using an employee user login to avoid having the connection with HG Insights break when the employee leaves the company. This will also allow you to monitor API calls and records updated by HG Insights.

With OAuth (preferred)

  1. Click on the OAuth button.

  2. You will be redirected to Salesforce. Follow the instructions give us access. You will be redirected back to HG Insights once done.

To connect with Username / Password / Security Token

Please reach out to our Support team here.

 Step 2: Install HG Insights package in Salesforce

  1. Click on the following installation URL https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDp000000i6bN to start installing HG Insights in Salesforce

  2. You'll be asked to sign in to your Salesforce account

  3. Select Install for All users and click Install
     

  4. In the dialog box, select the Yes, grant access to these third-party web sites checkbox, then click Continue.

  5. Salesforce will then install the HG Insights components. This installation may take up to 10 minutes

  6. You may see a message: This app is taking a long time to install. You will receive an email after the installation has completed.

  7. Click Done and wait for an email from Salesforce with the subject Package HG Insights Integration Install Successful

Step 3: Add HG Insights to your Salesforce layouts

Once HG Insights package is installed in Salesforce you can add the components to your layout

You'll do the following steps for Lead, Contact and Account 

  1. In Salesforce, click on the Setup gear icon

  2. Click on Object Manager and search Lead

  3. Click on Page layout 

  4. Create a section "HG Insights Intelligence" and drag and drop the fields MK. More details  mceclip1.png

  5. Follow the instructions here to display the Sales Intelligence module in your Salesforce 

Well done! You're all set! 

 

Supported objects

 

Pull (Source)

Push (Destination)

Lead

✅

✅

Contact

✅

✅

Account

✅

✅

Opportunity

✅

❌

Campaign

✅

❌

CampaignMember

✅

❌

Task

✅

❌

Custom objects

❌

❌

 

FAQ

1. Can I test HG Insights using my Salesforce Sandbox first?

HG Insights supports connections to Salesforce sandboxes but if you would like to use a Salesforce Sandbox, please reach out to the Solution Engineering team in charge of your implementation.  

 

2. What OAuth scope does your application use?

Our OAuth application requests the following scopes:

  • api

  • full

  • refresh_token

In plain english, this means that the application will have permission to:

  • Perform requests on your behalf at any time

  • Access and manage your data

The OAuth flow will provide us with a refresh_token that is valid until explicitly revoked.

Importantly, the actions our application can take are limited to the permissions of the user who authorized it.

3. What Salesforce permissions do I need?

Please refer to this article 

4. Can I restrict what data you can access on Lead/Contact/Account?

Yes. If your Contact/Lead/Account contains HR data, or anything you would like to restrict access to, you can restrict access to only the "relevant" fields on those objects. In this scenario, please contact your Customer Success Manager to decide what fields to give access to.

5. Does HG Insights ever create/delete records in Salesforce?

No. HG Insights does not create any new leads or delete any records. It also does not write to any field that was not created by HG Insights. 

6. What data will this integration obtain from Salesforce?

We limit ourselves to the minimum information needed to run our predictions.

By default, HG Insights pulls the following objects (and their history) along with their standard attributes:

  • Lead

  • Contact

  • Account

  • Opportunity

  • Campaign

  • Campaign Member

 

7. Can HG Insights connect with Salesforce if we leverage Oauth?

Yes, HG Insights can connect with Salesforce Oauth. However, connecting to Sandbox accounts will require username/password credentials.

8. How do I know which SFDC user if currently connected to HG Insights?

Unfortunately, HG Insights does not expose that information yet. Please submit a ticket. Can you explain, if possible, what you're trying to achieve so that we can advise?


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