Creating a Salesforce Task Based on Custom Object Creation

Smart CRM & Sales Hub Tips, Tricks & Best Practices
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I’m looking for some help with a set of workflows I’m building to support a partner référrąӏ* process.

We have a form that collects a referring partner’s email address and various other fields related to the client they’re referring, which are captured in a “Référrąӏ” custom object. Once the partner submits the form, a Référrąӏ object is created and triggers a workflow that updates the association label between the referring partner and Référrąӏ object, renames the Référrąӏ object, sends some notifications, and creates a new contact (if the form submission included information about the referred contact).

The Référrąӏ object workflow is working perfectly and doing almost everything I need, except creating a Salesforce task (since the object-based workflow cannot use this action).

I have a simple secondary contact-based workflow that branches based on a fields from the most recently created associated référrąӏ, then creates the Salesforce task. It works for the most part, but I am running into trouble when the form is submitted multiple times in quick succession, because the contact can’t clear the workflow fast enough to re-enroll.

I have tested various ways to trigger the contact workflow (see below) but since the contact simply can’t clear it in time to re-enroll, the ideal state would be for the object-based workflow to create the Salesforce task, as it is already running once per object vs. the contact workflow running multiple times for the same contact - can anyone suggest a solution/workaround for this?

Enrollment criteria I’ve tried for the contact-based workflow:

  • Trigger the contact-based workflow based on a new référrąӏ object being associated to the contact (cannot be used as re-enrollment criteria)
  • Use the object-based workflow to populate a field on the contact which triggers the contact-based workflow (can be used for re-enrollment, but gets cleared and repopulated too fast if a partner submits multiple forms in a row - they cannot be re-enrolled because they’re still in the workflow)
  • Populate a field on the partner contact using a hidden form field (can be used for re-enrollment, but gets cleared and repopulated too fast if a partner submits multiple forms in a row - they cannot be re-enrolled because they’re still in the workflow)

*weird characters because the actual word is not permitted in community posts :confused:

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Hi @SKarmali,
Thank you for posting to the Community!
I understand that you’re having trouble creating a Salesforce task directly from an object-based workflow in HubSpot, as form submissions prevent the contact-based workflow from re-enrolling fast enough to trigger the needed task.

I’d like to tag in some of our Subject Experts to see if they have any advice on this -- Hi @LaurenRyan @MandyDROS and @Aakar Do you have any tips for @SKarmali?
Thank you!
Cassie, Community Manager

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Hi @SKarmali

That’s a smart workflow design and yes, the re-enrollment lag you’re hitting is a known limitation when mixing object-based and contact-based triggers.

Since object workflows can’t directly create Salesforce tasks, the cleanest workaround is to use a custom-coded workflow action or Webhook in your object workflow to call the Salesforce API and create the task externally (Workflows | Custom Code Actions - HubSpot docs )

This keeps everything tied to the “Référrąӏ” record and avoids timing issues with contact enrollment.

If you prefer to stay native, you can push a temporary flag field on the contact that expires after a short delay via a second workflow using a 1-minute delay before clearing it.

That small buffer often lets the re-enrollment window reset. When HubSpot and Salesforce need to exchange task or object data instantly, a two-way sync platform like Stacksync maps those actions across systems in real time so you never rely on workflow timing again.