Ability to insert Personalized Token data into a Salesforce Task description

kingedwardsIII

Hubspot should have the ability to insert Personalized Token data into the Salesforce Task description.

Marketo does this. #justsaying

6 Replies
Kriszti
Contributor

This would be super helpful for us as well!

Right now we are able to add personalization tokens when creating HubSpot tasks, sending slack notifications, etc....but still unable to add any personalization to salesforce tasks.

There is no good way to push page visit info to salesforce, it is sadly missing from the integration. A workaround for this would be to push tasks to salesforce tasks when leads visit certain pages. For this, it would be good to have the ability to add last page seen in a personalization token

Msyvrais
Key Advisor

why wouldnt we have access to tolkens in salesforce tasks?

AndrewinKC
Contributor

Agreed that that this would be very helpful. We would love to pass some of our custom properties as part of the task description.

 

Andrew Perl

evancnormanPC
Member

I was able to set up a workaround where I checked only Tasks Created to be synced to Salesforce, which for my organization, this will be the only use case for HS Tasks and syncing that Task information. HS Tasks can receive tokens and so I will write token info into those in my workflow, and the sync will pass the HS Task -> Salesforce Task. This wouldn't work if you are using HS Tasks for something else and don't want that info synced to Salesforce, but otherwise, it does pass tokens and other custom concatenated info as expected into the Salesforce task description correctly. 

darmlinatchaos
Participant

This would extremely useful. Going to hack around it with contact property sync's to SFDC and automation on the SFDC side for now. 

IanShaw
Member

+1. We're migrating away from Marketo, and I'm very surprised to find that this isn't already supported.