Sync activities and tasks between HubSpot and Salesforce

After installing the HubSpot-Salesforce integration, you can sync HubSpot marketing and sales activities with Salesforce tasks. This will provide you with a comprehensive overview of interactions with your leads and contacts. Additionally, you can also report on HubSpot activities in Salesforce.

Sync HubSpot activities to Salesforce tasks

Syncing HubSpot activities like email opens, clicks, and form submissions with Salesforce tasks will give your team a comprehensive view of the customer journey, interactions, and activities in one unified system, improving collaboration and efficiency. 

Types of HubSpot activities that can sync to Salesforce tasks

The following activities in HubSpot can be synced to Salesforce tasks: 

• Form submissions
• Marketing email sends, opens, and clicks
• Sales email sends, opens, and clicks
• Meetings scheduled
• Calls made
• Notes created
• Sales content viewed
• Tasks created
• Events from installed integrations

Sync timeframes for HubSpot activities to Salesforce tasks

Please keep in mind the following timeframes, after the activity sync is turned on:

• Sales emails, tasks, meetings, notes, and sales content views: these activities will only sync from after the contact has been triggered to sync. Any activities from prior to the contact sync will not be synced retroactively. 
• Marketing email events: only marketing email events that occurred within 30 days of the contact being synced will sync to Salesforce.
• Form submissions: only form submissions that occurred within one year of the contact being synced will sync to Salesforce. 

Sync activites from HubSpot to Salesforce

• In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
• Search for and select Salesforce. 
• Click the Activities tab.
• In the Timeline section, next to the respective HubSpot event, click to toggle the switch on to sync that event to a Salesforce task.
• To specify the Salesforce task type for the activity, click the Salesforce task type dropdown menu and select a task type. If you don't select a specific task type (i.e., -- No task type -- is selected), the activity will sync to Salesforce as a task without a type.

 

Please note:

• Once you select a HubSpot activity to sync to Salesforce, all HubSpot activities of that type will sync.
• Sales activities that are associated with multiple HubSpot contacts will be created in only the most recently created HubSpot contact that is successfully syncing with Salesforce.
  • If two (or more) HubSpot contacts were created on the same date, HubSpot will select the contact with the highest Object ID. For example, if a sales email was sent to two contacts, that engagement is associated to both recipients' contact records in HubSpot.
  • However, when that engagement syncs to Salesforce as a task, it can only be associated to one Salesforce contact. 

Report on HubSpot activities in Salesforce

• Navigate to your Salesforce account.
• Click the Reports tab.
• In the top right, click New Report.
• In the left sidebar menu, click Activities to see a list of all activity-based reports.
• Click Activities with Contacts or Activities with Leads (separate reports must be created for contacts and leads).
• In the top right, click Start report.

• To filter by a specific activity type or activity date, click the Filters tab in the top left. Then click the existing default filters to edit them, or click Add filter to search for other filters you wish to apply. 
• In the top right, click Run Report to run the report or click Save to save the report. 

Sync Salesforce tasks to HubSpot

To create tasks in HubSpot when tasks are created in Salesforce:

• In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
• Click Salesforce.
• At the top, click the Activities tab.
• Click the Tasks, Emails, Calls, or Meetings tab to sync the respective HubSpot activity.

Please note: turning on the sync will not automatically import all task data from Salesforce to HubSpot. Individual records will sync when they are created or updated in Salesforce. To import all data into HubSpot, use an import. 

• In the Creating and Updating [Activity] section, review what happens when an activity is created or updated in Salesforce.
• In the Deleting [Activity] section, select what happens in HubSpot when a Salesforce activity is deleted: Delete the Activity or Do nothing. 
• In the Resolve Sync Conflict Rule section, click the dropdown menu and select the app that should be preferred to resolve any conflict of data. 
• In the Property Mappings section, review how Salesforce fields sync to HubSpot activity properties. 
  • Hover over a property and click Actions and select Edit to edit the mapping.
  • Click Add new mapping to add a new field mapping.