Salesforce

✅ Source ✅ Destination

Connect your Salesforce instance to HG Insights to enrich your CRM with firmographics, technographics or spend data,  score your prospects with predictive scoring, and surface sales intelligence directly inside Salesforce.

What does this integration do?

HG Insights connects with Salesforce through a single OAuth connection.

During setup, you choose which capabilities to activate based on your use case.

1. CRM Enrichment

2. Sales Copilot & Predictive Scoring

   Each capability has different permission requirements and uses a different Salesforce package.

Integration option: CRM Enrichment (HG → Salesforce, write-only)

For this integration to function, your Salesforce account must include Salesforce API access as it allows HG to communicate with your account, match & enrich your records.
The following Salesforce editions include API access and are immediately compatible:

• Enterprise Edition

• Unlimited Edition

• Developer Edition

• Performance Edition

The editions below do not include API access:

• Group Edition

• Essentials Edition

• Professional Edition (however you can purchase the Web Services API plug-in through your Salesforce AE as an add-on)

HG matches your Salesforce Accounts and Leads to an HG ID using company name, domain, and country. Matched records are enriched with technographic, firmographic and spend data written to custom objects in Salesforce.

What gets written to Salesforce:

• HG Technographic custom objects (product install data per company)

• HG Firmographic custom objects on Account and Lead

• HG IT Spend custom objects

What the integration does not do in this mode:

• HG does not pull and store any of your CRM data

• HG does not create or delete Account or Lead records

• HG only writes to fields and objects created by the HG managed package

This is ideal if you want to enrich your CRM with technology intelligence without sharing any CRM data with HG.

Integration option:  Sales Copilot & Scoring (Salesforce ↔ HG, read/write)

HG pulls your Salesforce to

• populate the Sales Copilot

• train and run predictive scoring models

HG then pushes scores back to Lead, Contact, and Account objects and embeds the Sales Copilot interface inside Salesforce.

This capability requires broader read and write permissions because HG needs your CRM data to generate predictions.

Using both together

You can activate CRM Enrichment and Sales Copilot & Scoring independently or together. If you start with one, you can always add the other later from the Integrations page without needing to reconnect Salesforce.

Prerequisites

Before you begin, make sure you have:

• A Salesforce Admin account (Production or Sandbox)

• Access to the HG Insights platform at admin.hginsights.com

• Permission to install managed & unmanaged packages in your Salesforce org

Best practice: Create a dedicated Salesforce Integration User for the HG connection rather than using an employee's personal login. This prevents the connection from breaking when someone leaves the company and makes it easier to monitor API calls made by HG.

Step 1: Connect Salesforce to HG Insights

Only one Salesforce instance can be connected per HG Insights account.

1. Log in to HG platform at admin.hginsights.com

2. Go to Integrations → Salesforce

3. Click "Start Salesforce connection"

4. You'll see a summary of the available capabilities and what each one allows HG to do with your Salesforce data

5. Select the capabilities you want to activate:    

   • CRM Enrichment — write-only, no CRM data is pulled

   • Sales Copilot & Scoring — read/write, CRM data is pulled for scoring
     

6. Complete the next step OAuth flow by logging into Salesforce and granting the requested permissions

The OAuth scopes requested depend on which capabilities you selected

Step 2: Install the Salesforce package

• Follow this article for instructions on the CRM enrichment package

• Follow this article for instructions on the Sales Copilot & Predictive score package

FAQ

Can I test with a Salesforce Sandbox first?
Yes. When connecting Salesforce, select "Sandbox" as your org type. The installation link will use test.salesforce.com instead of login.salesforce.com.

Note: only 1 Salesforce instance can be connected to HG platform so your Production will replace the Sandbox when you decide the switch

Does HG ever create records in Salesforce?

in Sales Copilot, users can add contacts from HG to Salesforce (manually). There is no automation otherwise that may risk flooding your account.

Does HG ever delete records in Salesforce?
No. HG does not delete any record. HG only updates to fields and objects.

Can I restrict which data HG accesses?
Yes, you can restrict access to only the relevant fields.

Can I manage multiple Salesforce orgs?
No. You can only connect 1 Salesforce account.

How do I add more capabilities later?
Go to Integrations → Salesforce in the HG platform. You can activate additional capabilities at any time without reconnecting Salesforce. If the new capability requires additional permissions, you'll be prompted to re-authorize via OAuth.

What Salesforce permissions do I need?
You need Salesforce Admin permissions to install the package(s) and authorize the OAuth connection. See the detailed permissions guide for specifics.

For additional help, contact your Customer Success Manager or email customersupport@hginsights.com.