Sales Integrations

khookguy
Contributor | Diamond Partner
Contributor | Diamond Partner

Salesforce Activities Sync creates Overdue Tasks from Meetings

SOLVE

I'm using the Salesforce Activities Sync to map Meetings from HubSpot over to Tasks with type = Meeting in Salesforce.  The meeting Start Time becomes the Due Date in Salesforce andthe Task's Status is set to "Open".

 

The problem is that, as time goes by, these Tasks in Salesforce all show as "Overdue" because the Tasks's Status never gets changed to "Completed".  As a result, our Salesforce ends up with a ton of "overdue" Tasks that are actually just Meetings from HubSpot that happened in the past.

 

Is there any way to get these Tasks to automatically have their Status set to "Completed" once the meeting has happened?

 

"Overdue" Tasks from HubSpot Meetings"Overdue" Tasks from HubSpot Meetings

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1 Accepted solution
khookguy
Solution
Contributor | Diamond Partner
Contributor | Diamond Partner

Salesforce Activities Sync creates Overdue Tasks from Meetings

SOLVE

I found that this can be done on the SFDC side without batch processing using Scheduled Path in a Flow.

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4 Replies 4
danmoyle
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Salesforce Activities Sync creates Overdue Tasks from Meetings

SOLVE

Hey there @khookguy. This sounds like something to be set up in SFDC if I'm understanding it. I found a couple of resources that may have an answer (albeit perhaps not one that's easy): Automatically Completing a Task upon field update? & Task mark auto complete (a dev forum). 

 

If someone else has an idea about a HubSpot workflow that could send "complete" data to Salesforce, I'd be curious to learn more. 

 


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Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
khookguy
Contributor | Diamond Partner
Contributor | Diamond Partner

Salesforce Activities Sync creates Overdue Tasks from Meetings

SOLVE

Yes, I think there does need to be a Flow or Apex Trigger in SFDC to mark these as completed. The problem is that I don't want to use a scheduled batch task (CPU intensive). I'd prefer to have an event triggered on the Task when it becomes overdue. So far, no luck with that.  I posted in the SFDC forums in case anyone wants to chime in there.

Honestly, its a weird behavior that the connector maps HubSpot Meetings to Salesforce Tasks. Meetings should be mapped to Events in Salesforce I would think.  

 

Oh yeah, and now I see that this has already been proposed as an Idea.

 

khookguy
Solution
Contributor | Diamond Partner
Contributor | Diamond Partner

Salesforce Activities Sync creates Overdue Tasks from Meetings

SOLVE

I found that this can be done on the SFDC side without batch processing using Scheduled Path in a Flow.

danmoyle
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Salesforce Activities Sync creates Overdue Tasks from Meetings

SOLVE

Added my +1 to the idea! 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/