Salesforce

Why are all of my Salesforce tasks created by HubSpot defaulting to the same activity type?

Last updated: November 1, 2017

Applies to:

Marketing Hub: Pro, Enterprise
Sales Hub: Professional

If your Salesforce tasks are automatically defaulting to one task type (e.g. form submissions appearing as Email type tasks), you may have a default task type set up in Salesforce. You may have a default task type set in Salesforce if you're seeing something like a form submission assigned to the Email type. To change this behavior:

  • Log into your Salesforce account.
  • Click Setup in the top right corner. 
  • In the left sidebar menu, click the arrow to the left of Activities, then click Task Fields. 
  • Click Type under the Field label column. 
  • Uncheck any checked boxes under the Default column to prevent HubSpot from automatically setting a default task type when syncing tasks to Salesforce.

default-type-selected-in-salesforce.png

Please keep in mind that if you don't have a default selected, HubSpot will sync tasks to Salesforce without a type. Adding the default selection in Salesforce will not retroactively set a type for existing activities. If you decide to enable a default, the task type will be set for marketing tasks created by HubSpot moving forward. 

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