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Workflows

Can I set up Salesforce Tasks from HubSpot?

Last updated: December 13, 2016

Available For:

Marketing: Pro, Enterprise
Sales: N/A

You can set up Salesforce Tasks from HubSpot by adding an action to a new or existing workflow. This functionality is a useful way to align your sales reps with what is going on with your HubSpot contacts. For example, you could assign a task to a sales rep when their lead fills out a new form or when the lead's HubSpot Score goes over a certain number. Follow the steps below to create Salesforce tasks from HubSpot.

  • Navigate in HubSpot Marketing to Contacts > Workflows
  • Click New workflow (or open an existing workflow to add a step)
  • Choose a starting condition for your workflow
  • Click the + button to add an action.
  • From the select an action dropdown menu, choose Set a Salesforce Task
User-added image

Setting the task is broken up into four distinct components:

  • Assign to enables assigning the task to the owner of the contact or the integration user, the admin who set up the integration.
  • Select a Status allows you to decide what the status of the Task should be when it's assigned to the rep.
  • Select a Priority allows you to set either a High, Normal, or Low priority on the Task.
  • Add a due date.
  • Subject Line names the task the way it will be seen on the record in Salesforce.
  • Description lets you add color for your reps.

Once your workflow is active, your sales reps will start receiving tasks every time a lead meets the workflow criteria and is assigned to them.

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