Contacts

Sync engagements and tasks with Salesforce

Last updated: July 9, 2018

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
Sales Hub
sales-starter-pro-enterprise
Starter, Professional, Enterprise
Service Hub
service-pro
Professional

If you have enabled HubSpot's integration with Salesforce, you can sync HubSpot engagements (emails, notes, meetings) and Salesforce tasks to give you a more complete picture of your interactions with your contacts and your team's productivity. Below you'll learn how to sync Salesforce tasks to HubSpot and sync HubSpot engagements to Salesforce tasks. With both of these settings enabled, changes to the status of tasks will sync across both platforms.

Sync Salesforce tasks to HubSpot

To create tasks in HubSpot when tasks are created in Salesforce:

Please note: when you enable this setting, new Salesforce tasks will sync to HubSpot going forward. Existing tasks in Salesforce can be imported into HubSpot.

  • In your HubSpot account, click your account name in the top right corner, then click Integrations.
  • On the Your integrations tab, click the More dropdown menu to the right of Salesforce and select View settings.  

  • Click the Timeline sync tab.  
  • Click to toggle the Salesforce task sync switch to ON. 
salesforce-task-sync

With this setting enabled, new tasks created in Salesforce will appear on the corresponding record in HubSpot when a sync occurs. The following fields on tasks in Salesforce will sync to HubSpot:

  • Assigned To
  • Related To 
  • Due Date
  • Comments 

To set up bidirectional sync so that tasks are updated across the two platforms, also turn on timeline sync for engagements in HubSpot. 

Sync HubSpot engagements to Salesforce tasks

You can turn on timeline sync in HubSpot to create Salesforce tasks based on HubSpot engagements. For example, scheduled events logged in HubSpot will sync to Salesforce as a task. When you sync calls from HubSpot, the call will be created as a task in Salesforce, and the call recording will be added as an mp3 file link in the task's comment.

Please note: when you enable this setting, new engagements will sync to Salesforce going forward. Existing HubSpot engagements will not sync retroactively. 

To enable the syncing of engagements with Salesforce:
  • In your HubSpot account, click your account name in the top right corner, then click Integrations.    
  • On the Your integrations tab, click the More dropdown menu to the right of Salesforce and select View settings.  
  • Click the Timeline sync tab.  
  • On this tab, check the boxes to the left of any marketing and sales activities in HubSpot that you'd like to sync to Salesforce. Use the Salesforce task type dropdown menus to specify the type of task you want to create in Salesforce when these activities sync.

To set up bidirectional sync so that tasks are updated across the two platforms, turn on Salesforce task sync for following the directions above.

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