Businesses often use Salesforce and HubSpot as powerful customer platforms to automate workflows and streamline operations. As a leading CRM system, Salesforce excels in sales pipeline management and enterprise-level customization, while HubSpot helps automate marketing, unify operations, and nurture leads.
Organizations use both platforms to sync activity objects like emails, calls, tasks, meetings, and notes to maintain a single source of truth. However, without proper sync, teams work in silos, leading to incomplete customer histories and missed opportunities. To ensure seamless integration and avoid data gaps, many businesses choose to Hire Salesforce Remote Developer experts.
Why Sync Salesforce Activity Objects with HubSpot?
Sync activity objects of Salesforce with HubSpot give you a 360 degree view of customer interactions and bridge the gap between sales and marketing. This integration builds efficiency, automates data flows, empowers your teams with full lead activity and reduces manual data entry errors. Here are its benefits
Improve Marketing and Sales
With Salesforce Activity object sync with HubSpot, sales teams can get visibility into interactions managed by marketing and ensure that they can close deals quickly.
Track Customer Journey
It tracks the customer journey from the initial interactions to the deal closed and further experience with both systems.
Operational Efficiency
Syncing the Salesforce activity objects with HubSpot reduces the need for manual data entry, reduces errors and saves time for sales representatives.
Actionable Insights
HubSpot CRM integration allows better reporting on marketing campaigns and drives sales. It also allows you to track activities on both platforms.
Support multiple objects
It supports bidirectional syncing, includes companies, contacts, deals and custom objects and enables a tailored data strategy.
By complete Salesforce HubSpot integration, companies can experience better collaboration, high conversion rates and streamlined revenue processes.
Which Objects can sync between Salesforce and HubSpot?
You can sync the native and custom Salesforce objects with HubSpot. Here are the following standard objects you can sync easily
- HubSpot Deals <> Salesforce Opportunities
- HubSpot Companies <> Salesforce Accounts
- HubSpot Tickets <> Salesforce Cases
- HubSpot Activities <> Salesforce Tasks
You can also sync up to 10 custom objects from Salesforce to HubSpot. But note that the custom objects record currently only syncs from both platforms, that means the custom object sync is not bi-directional.
To ensure accurate object mapping, automation setup, and advanced campaign tracking, many businesses leverage Marketing Cloud Services alongside Salesforce–HubSpot integration for better alignment between sales and marketing teams.
Step-by-Step: Syncing Salesforce Activity Objects with HubSpot
Salesforce Activity object sync with HubSpot, like calls, emails, tasks and meetings is achieved through the native integration method. You can connect Salesforce to HubSpot, configure bi-directional sync, set the property mappings, and define associations to sync activity objects in both systems. Here is the step-by-step guide you can follow to sync Salesforce Activity Objects with HubSpot
Step 1: Connect Salesforce to HubSpot
- Open and login to the HubSpot account
- Navigate to ‘settings’ from the top navigation bar
- Now, in the left sidebar, you can navigate to Integrations > Connected Apps
- Tap on the ‘Salesforce’ option
- Tap on the ‘ connect app’ option and login by using the Salesforce admin credentials.
- Set the permissions and allow the HubSpot to access Salesforce data
Step 2: Open Activity Sync Settings
- Now In HubSpot, navigate to Settings > Integrations > Salesforce
- Tap on the activities tab
During this step, you can control how calls, emails, tasks, meetings, and notes sync between HubSpot and Salesforce. You can select specific activity objects to sync and define how they appear in Salesforce, ensuring proper visibility and reporting.
For businesses that require deeper customization, workflow automation, or tailored integrations, leveraging Salesforce Application Development helps optimize activity syncing and improve overall CRM performance.
Step 3: Configure Task Synchronization
- Now go to the Tasks section, and choose sync direction
- Salesforce → HubSpot (one-way)
- Salesforce ↔ HubSpot (two-way)
- Map task properties like
- Subject
- Owner
- Status
- Due date
- Decide how deleted or completed tasks must behave.
Step 4: Enable Email Activity Sync
- Turn on ’email logging’ by going to Activities settings
- Here, you can select whether you want to see HubSpot sales emails in Salesforce as ‘tasks’ or ‘EmailMessage records.’
In this stage, you can also sync Salesforce emails into HubSpot.
Step 5: Sync Meetings and Calls
After emails, you should sync the calls and meetings of Salesforce to HubSpot. Calls and meetings are Salesforce activity objects and easily sync into HubSpot.
- Meetings manually logged in HubSpot or created by HubSpot meeting links will sync to Salesforce as either Tasks or Events, on the basis of configuration.
- These records consist of the titles, dates, meetings, attendees and notes
- As with the calls logged in HubSpot are synced as Salesforce Tasks. It helps the sales teams to see the call outcomes, notes and durations without changing platforms.
However, keep in mind that Salesforce calendar Events created directly in Salesforce do not sync back to HubSpot. To configure these rules properly and avoid data gaps, many organizations rely on expert Consulting Services to ensure smooth integration and accurate activity tracking.
Step 6: Set Associations
Set the associations to sync activity objects with HubSpot properly. Ensure that each activity is associated with a synced record in Salesforce. Salesforce and HubSpot usually match activities through the contacts and leads.
- Activities only sync if they are linked to a synced lead or contact
- You are unable to sync activities to both leads and contacts at the same time
- Activities without valid associations will be skipped
So to avoid missing data, it is recommended to
- Sync contacts before activities
- Cross-check that the email address matches
- Don’t login unassociated activities
Step 7: Monitor Sync Health
After the Activity object syncs with HubSpot and sets associations, you should track how it works. Here is how you can monitor it
- Navigate to Settings > Integrations > Salesforce.
- Go to the Sync Health tab
You can see the field activity syncs in this tab, identify permission issues, fix association or ownership errors and monitor API usage. Check this tab regularly to ensure that the activities will sync correctly and work efficiently as per your goals.
Best Practices for HubSpot & Salesforce Integration
Here are the best practices you can follow for successful Salesforce HubSpot integration
Set Clear Data Mapping and Sync Rules
You should set clear sync rules and decide what type of activity objects you want to sync, like contact details, emails, calls, etc. Also, review your mapping regularly to accommodate new fields or business requirements.
Admins are recommended to use the property mapping feature of HubSpot efficiently to create the one-to-many field relationships, especially for complex Salesforce picklists.
Automate Lead Management
Configuring the HubSpot Workflows is another effective practice to follow to sync activity objects. It updates the lifestyle stages based on the basis of engagement.
After configuration, you should use the Salesforce assignment rules to route leads to the correct reps automatically. It eliminates the “black hole” that disappears the leads and impacts marketing qualification and sales follow-up.
Customize and Optimize Sync Regularly
During Salesforce HubSpot integration, you should consider the data volume and sales cycle. High-volume B2C businesses are recommended to make less sync to avoid API limits. On the other hand, B2B organizations with long sales cycles are recommended to focus on real-time data sharing for high-value opportunities.
Keep Data Cleanliness
It is recommended that integration experts implement standardised data entry practices and audit CRM regularly for duplicates. You can use the duplicate management tools of HubSpot to identify duplicates and merge records, and keep your database clean. It also keeps your teams clear and focused.
Use Reporting and Analytics
For the successful HubSpot CRM integration, you should create cross-platform reports and look at the entire revenue operation. It unified dashboards, helps to identify bottlenecks in your sales process and highlights opportunities for optimization. It also helps to track the key metrics like lead-to-customer conversion rates, average deal cycle time, and increase integration ROI.
Conclusion
Salesforce Activity object sync with HubSpot is crucial for organizations who rely on both platforms to unify operations and drive growth. Even the native integration of HubSpot handles the basic activity syncing, but you should know its limitations, and integrate the activity objects of Salesforce into it to make it an efficient ecosystem.
Sales and marketing teams must follow correct sync rules, configuration, field mapping, and associations to maintain a unified customer timeline and make informed decisions. To ensure advanced automation and intelligent workflows, many businesses choose to Hire Salesforce Agent AI Developers for expert-level integration and optimization.
