[HubSpot question] We're in the middle of Hubspot implementation and have faced a major hurdle in Hubspot<>Salesforce with Activity sync. Our BDR and Sales teams use Hubspot for TOFU activities and Salesforce for Opportunity management, whereas our CSMs only use Salesforce. It's vital that any activities generated in Hubspot are pushed into Salesforce with relevant associations (to User, Account, Contact records). It seems that native Hubspot integration doesn't really support this. Has anyone found scalable workarounds to this?
Hi Henri V., Yes, HubSpot activities can sync to Salesforce, but there are some important limitations to be aware of:
Tasks, emails, meetings, and calls created in HubSpot can be synced to Salesforce.
However, activity associations (e.g., linking to a user, contact, or account) do not always sync correctly, especially for tasks.
Activity owners don’t sync between the two systems.
Emails logged via Einstein Activity Capture in Salesforce do not sync back to HubSpot.
If you need any help or are looking for solutions, kindly let me know. Thanks.
HubSpot’s native sync can be frustrating here. For proper activity association in Salesforce (esp. linking to Contact, Account, User), I’d recommend using Ops Hub workflows or a custom middleware via tools like Workato or Zapier.
Henri V. HubSpot will sync to Salesforce. Activities will sync as tasks of a contact or lead. And those keep their associations with other objects of course. Regarding the activity owners: The owner of activities will be synched to the owner in Salesforce. This might have to do with your setup or the object. Emails from Salesforce will sync back into HS, but not if Einstein is used, but that is maybe a rare use case? Let me know if you want me to take a look. I just set this up for another client.
Henri V. I have done this at my previous company EasyVista, I'm pretty sure I can help, lmk
Do you need tasks to associate? Calls and emails will log to contacts and accounts without “created by” but the context of the email will tell the AE or CSM what’s going on. If you need more help on this I’m sure my team can help with it. Feel free to DM