Contacts

Can Salesforce tasks/activities sync to HubSpot contacts?

Last updated: January 20, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

Yes. When you are integrated with Salesforce and have enabled the Task sync setting, you may sync Salesforce tasks, or activities, to your HubSpot CRM contacts.

The default tasks in Salesforce are Calls, Emails, Other, and Meetings. When you have Task sync enabled in HubSpot and a new task is created on a lead or contact record in Salesforce, you will see that task show up in the corresponding contact's record in the HubSpot CRM.

  • Create the new task in Salesforce.

salesforce-meeting-task-created.png

  • You can access the newly created task in the Open Activities section on the contact record in Salesforce

salesforce-task-in-open-activities.png

  • You can also see the Salesforce task on the contact record in the HubSpot CRM. Please note that you will need to wait for a sync to occur in order to see the item appear in the contact's timeline.