Salesforce

How can I view data from HubSpot integrations and the HubSpot Ads add-on in Salesforce?

Last updated: April 24, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

If you have enabled the HubSpot CRM and are using HubSpot Connect integrations or the HubSpot Ads add-on, you can sync the associated contact timeline events to Salesforce. This allows you to do more custom reporting on your contacts' engagements with your integration activities. To turn on the sync of integration engagements:

  • Navigate to Account MenuIntegrations.
  • Click Settings next to Salesforce
  • In the CRM Sync section, check the Sync Salesforce Tasks and HubSpot Engagements box, then click Manage Engagement Type Mappings.

  • Under CRM Engagements, check the HubSpot Connect Events box. If you'd like, you can click the dropdown menu to the right and select a specific task type for these activities to appear as in Salesforce. By default, Other will be selected. 

Your contacts' engagements with your Ads add-on ads and other integrations will now be synced to Salesforce as tasks which can be used for reporting within Salesforce. 

Please note: this setting will only sync data from integrations that create timeline events. Connected integrations that create timeline events will appear in the INTEGRATIONS section of the Filter timeline dropdown menu on contact records.