Workflows

How do I set up Salesforce tasks in HubSpot?

Last updated: November 17, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

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 Marketing Professional or Enterprise account, navigate to Contacts > Workflows.
    • In your HubSpot Sales Professional account, navigate to Sales Tools 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 the switch at the top-right to toggle your workflow on. 
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

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