Log All Salesforce Tasks as Hubspot Email Records
Every task completed in Salesforce represents customer interaction you need to log in Hubspot. This automation creates those records automatically so nothing falls through the cracks.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Create a batch of emails
Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.
Why this helps
Completed tasks in Salesforce don't flow to Hubspot, leaving gaps in your customer activity history and making it impossible to see the full interaction timeline.
- Complete customer interaction history in Hubspot
- No manual activity logging
- Better context for customer communications
- Unified team knowledge base
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Hubspot integrations to Notis.
- 2Create an automation telling Notis: 'When tasks are completed in Salesforce, create corresponding email records in Hubspot to capture these interactions.'
- 3Specify which task types to log (calls, emails, meetings, all tasks).
- 4Set your notification preference.
- 5Select 'Task Created or Completed' as your trigger.
- 6Run a test by completing several tasks in Salesforce and verify email records appear in Hubspot.
Questions about this workflow
Will call and meeting logs be captured?
Yes. Notis creates email records to log any task type. In Hubspot, you can use engagement types to distinguish calls, emails, meetings, and notes.
What if a task has no associated contact?
Notis will still create an email record linked to your user account. Specify in your prompt if you want unassociated records skipped.
How far back does this sync?
This automation applies to future task completions. For historical data, request a one-time sync of completed tasks from the past 90 days.
When this happens · Trigger
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Supported Triggers and Actions
Notis builds workflows that link Salesforce to Hubspot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Hubspot actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
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When this happens · Trigger
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