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
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Explore Triggers and Actions

Triggers
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0
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Actions
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0
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New Ticket Property Change
Emit new event when a specified property is provided or updated on a ticket. See the documentation
New Task Created
Emit new event for each new task created. See the documentation
New Ticket
Emit new event for each new ticket created.
New Social Media Message
Emit new event when a message is posted from HubSpot to the specified social media channel.
New or Updated Product
Emit new event for each new or updated product in Hubspot.
New or Updated Line Item
Emit new event for each new line item added or updated in Hubspot.
New or Updated Deal
Emit new event for each new or updated deal in Hubspot
New or Updated CRM Object
Emit new event each time a CRM Object of the specified object type is updated.
New or Updated Custom Object
Emit new event each time a Custom Object of the specified schema is updated.
Create Engagement
Create a new engagement for a contact. See the documentation
Create Deal
Create a deal in Hubspot. See the documentation
Create Custom Object
Create a new custom object in Hubspot. See the documentation
Create Company
Create a company in Hubspot. See the documentation
Create Associations
Create associations between objects. See the documentation
Create Communication
Create a WhatsApp, LinkedIn, or SMS message. See the documentation
Batch Create or Update Contact
Create or update a batch of contacts by ID or email. See the documentation
Add Contact to List
Adds a contact to a specific static list. 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

CRM Company Sync
Sync company data between CRM and support
Form Submission Payment Setup
Payment setup for form submissions
Form Submission SMS Alerts
SMS alerts for form submissions
Engagement Task Creator
Create tasks from CRM engagements
Deal WhatsApp Updates
WhatsApp updates for deal progressions
Deal Stage Email Updates
Email updates for deal progressions
Deal Progress Customer Updates
Update customers on deal progress
Company Contact Bridge
Create contacts from company updates
CRM Ticket Bridge
Sync tickets between CRM and support

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