HubSpot
Salesforce

Engagement Task Creator

Streamline your workflow by automatically creating tasks in Salesforce from new engagements in HubSpot. This integration ensures your team never misses a follow-up opportunity, enhancing productivity and fostering stronger client relationships without the hassle of manual task management.

When this happens...

New Engagement
Emit new event for each new engagement created. This action returns a maximum of 5000 records at a time, make sure you set a correct time range so you don't miss any events

-

automatically do this!

Create Task
Create a new task.
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Explore Triggers and Actions

Triggers
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0
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Actions
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0
)
New Ticket Property Change
New event when a specified property is provided or updated on a ticket.
New Task Created
New event for each new task created.
New Ticket
New event for each new ticket created.
New Social Media Message
New event when a message is posted from HubSpot to the specified social media channel.
New or Updated Product
New event for each new or updated product in Hubspot.
New or Updated Line Item
New event for each new line item added or updated in Hubspot.
New or Updated Deal
New event for each new or updated deal in Hubspot.
New or Updated CRM Object
New event each time a CRM Object of the specified object type is updated.
New or Updated Custom Object
New event each time a Custom Object of the specified schema is updated.
Upsert Record
Create or update a record of a given object.
Update Opportunity
Updates an opportunity.
Update Record
Update fields of a record.
Search Object Records
Searches for records in an object using a parameterized search.
Update Account
Updates a Salesforce account.
Update Contact
Updates a contact.
Insert Blob Data
Inserts blob data in Salesforce standard objects.
SOSL Search
Executes a Salesforce Object Search Language (SOSL) text-based search query.
SOQL Query
Executes a Salesforce Object Query Language (SOQL) query-based, SQL-like search.

About the apps

Learn more about

HubSpot

and

Salesforce

, and how they work together to automate your workflows.

About

HubSpot

HubSpot is an all-in-one CRM platform providing marketing, sales, and customer service tools with automation to help businesses grow better.

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About

Salesforce

Salesforce is the world's #1 CRM platform helping businesses connect with customers through cloud-based solutions to drive revenue growth.

Similar integrations

Why

HubSpot

+

Salesforce

= Perfect Match

When a new engagement occurs in HubSpot, a task is automatically created in Salesforce, ensuring your sales team is always in sync with the latest customer interactions. This seamless integration bridges the gap between marketing and sales, enabling timely follow-ups and reducing the chances of missed opportunities. The result is enhanced communication, increased task completion rates, and improved customer relationship management.

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