Part 1: Introduction
Connecting your accounts
Logging in

Part 2: Search and Navigation
Converting Projects to Opportunities/Leads
Converting/Connecting Companies to Accounts
Converting Contacts to Leads

Hubexo US for Salesforce Version 2.0

Maximize results by integrating Hubexo US's data and features inside Salesforce.

Requires Salesforce Enterprise Edition or above, Lightning, & My Domain
Enterprise subscription or data integration upgrade required

Access Hubexo US's data and features within your Salesforce account

  • Search and view Projects, Companies and People within your subscription inside Salesforce
  • Filter by Saved Search, Following, Folders and more

Easily convert Hubexo US's Projects, Companies and People into Salesforce opportunities, account and leads.

Technical Requirements

  • Built for Salesforce Lightning
  • Requires Salesforce Enterprise Edition or above
  • Managed App (not available on AppExhange)