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

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Create Task

Create a new task. See the documentation

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New or Updated Contact

Emit new event for each new or updated contact in Hubspot.

New or Updated Company

Emit new event for each new or updated company in Hubspot.

New or Updated Blog Post

Emit new event for each new or updated blog post in Hubspot.

New Note Created

Emit new event for each new note created. See the documentation

New Form Submission

Emit new event for each new submission of a form.

New Events

Emit new event for each new Hubspot event. Note: Only available for certain Enterprise accounts

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

New Email Event

Emit new event for each new Hubspot email event.

New Email Subscriptions Timeline

Emit new event when a new email timeline subscription is added for the portal.

Get Associated Meetings

Retrieves meetings associated with a specific object with optional time filtering. See the documentation

Get Company

Gets a company. See the documentation

Get Contact

Gets a contact. See the documentation

Enroll Contact Into Workflow

Add a contact to a workflow. Only available for certain accounts. See the documentation

Create Task

Create a new task. See the documentation

Create Ticket

Create a ticket in Hubspot. See the documentation

Create or Update Contact

Create or update a contact in Hubspot. See the documentation

Create Lead

Create a lead in Hubspot. See the documentation

Create Meeting

Creates a new meeting with optional associations. 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.

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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.

Engagement Task Creator

Explore Triggers and Actions

About the apps

About

HubSpot

About

Salesforce

Why

HubSpot

+

Salesforce

= Perfect Match

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