Show a task on the Activity timeline of a Salesforce Record

Marketing & Content Hub Tips, Tricks & Best Practices
1

Hello,

I am new to HubSpot, and need help building a form workflow to create a task, assign it to a queue, and also show that task on the Activity timeline of a Salesforce record?

Thanks

2

Hey @AnnaG22

Once you sync data from Salesforce to HubSpot the data will automatically start showing automatically in contacts timeline activities for more information you can take the example form here: Sync activities and tasks between HubSpot and Salesforce

Let me know if you have any follow-up questions.
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3

To create a task, assign it to a queue, and show the task on the Activity timeline of a Salesforce record, you can utilize HubSpot’s workflow automation feature. Here’s a step-by-step guide:

1- Create a new workflow triggered by form submission.

2- In the workflow, add a “Create Salesforce Task” action.

3- Map the relevant form fields to the corresponding Salesforce task fields.

4- Add an “Assign Task to Queue” action and select the desired queue.

5- To display the task on the Salesforce record’s Activity timeline, enable the “Sync this task to Salesforce” option.

6- Save and activate the workflow.