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Can I sync CRM engagements to Salesforce tasks/activities?

Last updated: December 16, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Free, Professional

You can sync HubSpot Sales engagements (emails, notes, meetings, tasks) with Salesforce activities and tasks to give you a view in Salesforce of the historical interactions with a lead or contact, or to be able to view rep productivity in aggregate. 

Please note: In order to sync these engagements, you need to have the HubSpot CRM enabled. Read more on how to enable the CRM for your HubSpot Sales or Marketing account here. 

For example, a scheduled event logged in HubSpot CRM:

Will sync over to Salesforce as a task/activity: 

To turn on the feature, go to Integrations > Salesforce > Settings and turn on Task sync:

Please note: Existing HubSpot Sales engagements will not sync retroactively. After Task sync is enabled, any new tasks created in HubSpot will be synced over to Salesforce.