Sync activities and tasks between Hubspot and Salesforce

Connecting Hubspot with Salesforce lets your teams share key activities and tasks so sales and marketing can work from the same timeline. This guide explains which activities sync, how to turn the sync on or off, and what limitations to expect when you connect your CRM data between both systems.

How the Hubspot and Salesforce integration syncs activities

When you install and configure the Salesforce integration, you can choose to sync certain standard objects, including tasks and some activities, between the two platforms. The integration relies on contact, company, and deal associations to decide where activities should appear in Salesforce.

In general, the integration:

• Uses the connected contact, company, or deal to find the correct Salesforce record.
• Copies supported Hubspot activities into Salesforce tasks or events.
• Respects sync settings that you configure in the integration panel.

Only some activity types are eligible for sync, and some are view-only from the Salesforce side. Understanding the rules before you turn on sync helps avoid confusion for your users.

Supported activity types from Hubspot to Salesforce

The integration can sync several timeline activities from Hubspot into Salesforce, usually as tasks, calls, or events. Supported types include:

• Logged calls and meetings.
• Sales emails logged to the CRM.
• Tasks created on contacts, companies, or deals.
• Notes on associated records, when enabled through the integration settings.

Each supported activity must be associated with at least one CRM object that is already syncing with Salesforce. If no matching record is found in Salesforce, the activity will not sync.

Hubspot task sync behavior

Tasks created in Hubspot can sync to Salesforce as tasks when:

• The associated contact, company, or deal is already syncing.
• The integration has tasks sync enabled in the settings.
• The user has appropriate permissions in both systems.

After the task exists in both platforms, some properties can be updated and reflected across the integration according to your sync rules. However, not every field is mapped, and some custom fields in either system may remain local.

Hubspot calls, meetings, and emails

Engagements such as calls, meetings, and logged emails often sync as tasks or events. The integration attempts to preserve key information like:

• Subject or title.
• Date and time.
• Owner or assigned user where mappings allow.
• Basic notes or descriptions.

Attachments and complex formatting are not always supported. The synced record in Salesforce generally focuses on core activity details that help sales teams understand past interactions originating in Hubspot.

Salesforce to Hubspot activity sync options

While most activity sync direction is from the marketing system to the sales system, the integration can also bring certain Salesforce tasks into Hubspot. This gives users a more complete timeline inside the CRM.

Typical behavior for syncing tasks from Salesforce includes:

• Creating a new engagement on the contact, company, or deal record in Hubspot.
• Mirroring status and due date fields where mappings are configured.
• Respecting filters you set to limit which tasks are eligible.

Not every Salesforce activity type is supported. Events, emails, and custom objects may not appear in the Hubspot timeline unless specifically outlined by the integration documentation.

Limitations of Salesforce to Hubspot sync

There are several important limitations when using the two-way sync:

• Some properties are one-way only and cannot be updated from Hubspot.
• Activities may be read-only in Salesforce if they originate solely from the marketing platform.
• Editing or deleting a synced activity in one system may not always mirror to the other.

These constraints are designed to protect data integrity and avoid conflicts between Salesforce automation and Hubspot workflows.

Configure Hubspot activity sync with Salesforce

To control what syncs, you manage settings in the integration panel. The process generally involves:

1. Opening the connected apps section inside the CRM.
2. Selecting the Salesforce integration configuration.
3. Navigating to the activities or task sync settings tab.
4. Choosing which activity types to send from Hubspot to Salesforce.
5. Deciding whether Salesforce tasks should appear on the Hubspot timeline.
6. Saving and testing your changes on a small sample of records.

After configuration, monitor key records to confirm that tasks, calls, and emails appear as expected in both systems.

Best practices for Hubspot and Salesforce setup

To keep your data clean and your reporting reliable, follow these practical recommendations:

• Start with a pilot group of users and a handful of records.
• Document which properties are mapped for tasks and activities.
• Train teams on which system is the source of truth for each field.
• Avoid frequent manual edits of the same activity in both systems.

Having clear rules about how you use Hubspot alongside Salesforce will reduce sync conflicts and user confusion.

Troubleshooting Hubspot and Salesforce activity sync

If activities or tasks are not appearing where you expect, work through the following checks:

1. Confirm the associated contact, company, or deal is syncing successfully.
2. Review activity sync settings for the Salesforce integration.
3. Check user permissions in both systems for tasks and activities.
4. Look for error logs or sync error notifications in the integration settings.
5. Verify that the activity type is supported by the integration.

For detailed, step-by-step instructions, review the official documentation provided by the CRM vendor.

Official reference for Hubspot Salesforce sync

For the most accurate and up-to-date details, including supported activity types and edge cases, consult the official integration article on syncing activities and tasks between the two platforms. You can find it here: Salesforce and Hubspot activity sync documentation.

Improve your Hubspot and Salesforce integration strategy

Once your sync is stable, you can build processes around the shared data. Consider:

• Creating reports that combine Salesforce pipeline data with engagement history pulled from Hubspot.
• Aligning lifecycle stages and opportunity stages across both platforms.
• Standardizing task naming conventions so activities are easy to scan.
• Using synced tasks to trigger follow-up sequences in your sales tools.

If you need help designing a full integration strategy, you can work with specialists who focus on CRM alignment. For example, Consultevo offers consulting services around marketing and sales technology stacks.

Summary: Making the most of Hubspot with Salesforce

Syncing activities and tasks between the two CRMs gives your teams consistent context on every interaction. By understanding which activity types are supported, how tasks are mapped, and where limitations apply, you can configure a reliable integration that keeps both systems aligned. Review the available settings, test thoroughly, and continue refining your setup so sales and marketing share a single, accurate history of customer engagement across Hubspot and Salesforce.

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