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. See the documentation
Get StartedSee Ayudo in action

Explore Triggers and Actions

Triggers
(
0
)
Actions
(
0
)
New Deal Property Change
Emit new event when a specified property is provided or updated on a deal. See the documentation
New Deal In Stage
Emit new event for each new deal in a stage.
New Custom Object Property Change
Emit new event when a specified property is provided or updated on a custom object.
New Contact Property Change
Emit new event when a specified property is provided or updated on a contact. See the documentation
New Company Property Change
Emit new event when a specified property is provided or updated on a company. See the documentation
Deleted Blog Posts
Emit new event for each deleted blog post.
Update Lead
Update a lead in Hubspot. See the documentation
Update Deal
Update a deal in Hubspot. See the documentation
Update Custom Object
Update a custom object in Hubspot. See the documentation
Get Meeting
Retrieves a specific meeting by its ID. See the documentation
Update Contact
Update a contact in Hubspot. See the documentation
Update Company
Update a company in Hubspot. See the documentation
Search CRM
Search objects like companies, contacts, deals, etc. See the documentation
Get File Public URL
Get a publicly available URL for a file uploaded via Hubspot form. See the documentation
Get Deal
Gets a deal. See the documentation

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.

Similar integrations

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.

Popular App Usecases

Deal to Opportunity Pipeline
Convert deals into Salesforce opportunities
CRM to Salesforce Contact Sync
Perfect sync between CRM platforms
Company to Account Bridge
Transform companies into Salesforce accounts
Deal Stage Opportunity Sync
Sync deal stages with opportunities
Form Lead Generator
Generate leads from form submissions
Deal Stage Subscription Creator
Create subscriptions when deals close
CRM Contact to Lead Pipeline
Convert CRM contacts into sales leads
CRM Intercom Contact Sync
Perfect sync between CRM and Intercom
Form to Contact Pipeline
Convert form submissions into contacts

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

Schedule a Demo
Resources
IntegrationsBlogWorkflow Gallery
Guides
AI Customer ServiceAI ChatbotAI Helpdesk
About
About UsTeamContact UsPricing
Legal
Privacy PolicyCookie Policy

© Copyright 2025. All Rights Reserved.