Sync Completed Salesforce Tasks to Hubspot
When your team marks a task complete in Salesforce, it should appear as an activity in Hubspot so the full customer history is visible. This automation does that instantly.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Create email
Creates a new email engagement record in hubspot, requiring portal-specific `properties` (e.g., `hs timestamp` as a utc millisecond timestamp), and that association `to id`s and `associationtypeid`s are valid and existing.
Why this helps
Task completions in Salesforce stay siloed, so your Hubspot activity timeline is incomplete and you lose context about what conversations or work already happened.
- Complete customer history visible in Hubspot
- Eliminates duplicated activity logging
- Reduces context-switching to find past interactions
- Improves team knowledge sharing
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Hubspot to Notis (one-time setup).
- 2Create an automation instructing Notis: 'When a task is completed in Salesforce, create an email record in Hubspot to log this interaction.'
- 3Select your notification channel.
- 4Set the trigger to 'Task Created or Completed.'
- 5Test by completing a task in Salesforce and verify the email record appears in Hubspot.
Questions about this workflow
What details are included in the email record?
Notis captures the task subject, completion date, and assigned user. You can add custom fields like outcome notes in your automation prompt.
Will this work for all task types?
Yes. You can specify in your prompt to include or exclude certain task types, e.g., 'only log calls and emails, not internal reminders.'
How does this link to the contact or account in Hubspot?
Notis auto-associates the email record to the contact or account based on who the task was assigned to in Salesforce. You can customize this logic in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Hubspot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Hubspot actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
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When this happens · Trigger
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