Salesforce

Sync data from HubSpot integrations and the ads tool to Salesforce

Last updated: December 2, 2018

Applies to:

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

If you have integrated HubSpot with Salesforce and are using HubSpot integrations and/or HubSpot's ads tool, you can sync associated contact activities to Salesforce for reporting purposes.

  • In your HubSpot account, click your account name in the top right corner, then click Integrations.
  • In the Salesforce integration setting, click the More dropdown menu and and select View details.
  • Click the Timeline sync tab.
  • For Installed integration event, select the checkbox. Click the dropdown menu to select a specific task type for these activities to appear as in Salesforce (Other is selected by default).

Contact activities associated with HubSpot integrations and/or the ads tool will now sync to Salesforce as tasks, which can be reported on in Salesforce.

Please note: enabling this setting will only sync data from HubSpot integrations that create timeline events. Connected integrations that create timeline events are visible in the Filter activity dropdown menu, Integrations section on contact record timelines.