Tourial Product Documentation
  • 👋Welcome to Tourial!
    • Planning Tours with AI
    • Building Tours with AI
  • 🏁Best Practices & Launching
    • Tour Building Best Practices
    • Before you Launch Check-List
  • 🏗️Building
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      • Record
        • Chrome Extension
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        • Lightbox Embed
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      • How to create a share link
  • GIF Generation
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  • ⚙️Admin & Settings
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  • ➕Integrations
    • HubSpot
      • Instant Scheduling with HubSpot Scheduler
      • Tour Engagement Data
        • Slack Notifications with HubSpot
        • Triggering HubSpot Workflows
        • Pushing Engagement Data from HubSpot to SFDC
      • HubSpot Reporting Setup
      • TourPlayer Engagement Data
      • Lead Forms with HubSpot
      • How do I hide the chatbot?
      • How do I hide the Cookie Banner?
      • FAQs
    • Marketo
      • Lead Forms with Marketo
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        • Slack Notifications with Marketo
        • Approving Marketo Custom Activities
      • Marketo Reporting Setup
    • Partners
      • G2
      • TrustRadius
    • Pardot
      • Lead Forms in Pardot
      • Engagement Data with Pardot
      • How to Create a Pardot Dashboard to Measure Tourial's Impact
    • Salesforce
      • Leads Forms in Salesforce
      • Engagement Data with Salesforce
        • Add Tourial Engagement to record's Lightning page
        • Add Tourial Engagement as Salesforce tab
        • Create an SFDC report using Engagement Data
      • How to Create a Salesforce Dashboard to Measure Tourial's Impact
    • Zapier
    • Calendly
    • Chili Piper
    • Cross-Frame Events
      • Tours
      • Tour Centers
    • Slack
  • Security
    • SSO (Single Sign-on)
    • Uptime Reports
    • Form Compliance
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  1. Integrations
  2. HubSpot
  3. Tour Engagement Data

Pushing Engagement Data from HubSpot to SFDC

PreviousTriggering HubSpot WorkflowsNextHubSpot Reporting Setup

Last updated 1 year ago

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Requirements:

  • You have the HubSpot Engagement Data Integration setup and live

  • You have with your HubSpot account

For a quick and easy way to sync Tourial Engagement Data from HubSpot to Salesforce, you can use HubSpot's native feature - . ​ ​Note: This makes use of existing HubSpot features and is not a sync feature built by Tourial.

Turning on Activity sync to Salesforce

  1. In your HubSpot account, go to Settings > Integrations > Connected Apps

  2. Select Salesforce and then click on the Activities tab

  3. Scroll down to the bottom where it says Installed integration event. Checkmark the box and then select the Salesforce Task Type as Other

It may take several minutes for the sync to begin, but once new Tour Engagement Data comes into HubSpot, that activity card on a contact record will sync to the Salesforce lead/contact record as a task. ​ Every data point from the Engagement Data in HubSpot will sync to Salesforce. However, per HubSpot's guide, the data sync is not retroactive. Engagement Data will only sync to Salesforce for events occurring after the sync is turned on.

Your Salesforce task will look like the below, matching the way it's listed in HubSpot. ​

🛑 Important Note: Turning on the Installed integration event sync to Salesforce may also begin syncing other integrations events depending on the integrations you have within HubSpot.

Be mindful of this before turning it on as HubSpot doesn't provide a way to select specific integrations. ​ Events like Zoom Webinar Registrations, for example, may also sync to Salesforce.

(We use this sync feature and our sales team loves it for historical information in addition to the real-time Slack alerts! At the time of writing in May 2023, our team has not personally experienced an influx of other integration events syncing to Salesforce for the integrations we internally use like Zoom, Calendly, Salesloft, and Intercom)

Please reach out to HubSpot Support if you have specific inquiries related to your installed integrations outside of Tourial.

➕
Salesforce integrated
Sync HubSpot Activities to Salesforce Tasks