How do I set up Salesforce tasks in HubSpot?

Last updated: May 15, 2018

Applies to:

Marketing Hub
Professional, Enterprise
Sales Hub
Professional, Enterprise

You can set up Salesforce Tasks in 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 to workflows:
    • In your HubSpot account, navigate to Automation > Workflows.
    • In your HubSpot Sales Hub Professional account, navigate to Automation 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.
  • In the pane on the right-hand side, select Set a Salesforce Task.

  • Set the details of your task, as needed:

    • Under Assign to, choose whether you'd like to assign the task to the owner of the contact or the integration user, the admin who set up the integration.
    • Select a Status of the task: Not started, In progress, Completed, Waiting on someone else, Deferred.
    • Set a Priority: High, Normal, Low.
    • Under Due Date, use the arrows in the field or type a number to indicate when the due date should be set after the task is created.
    • Enter a Subject Line. This will be the name of the task on the record in Salesforce.
    • Use the description field to enter additional context for your sales reps.
  • When you've added any necessary details for your task, click Save.
  • Add more actions and make changes to your workflow's settings as needed, then click Review at the top-right. Review your workflow settings, then click Activate
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. You can learn more about setting up workflows here

Was this article helpful?

If you still need help you can get answers from the , or to contact support.