SALES
MAP Slip-to-Task: Create a Salesforce Follow-Up Task When a Step Goes Overdue
When a HubSpot mutual-action-plan step is marked overdue, it creates a dated follow-up task for the deal owner in Salesforce and DMs them the buyer commitment that slipped.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot MAP step marked overdueHubSpot
- LogicConfirm buyer-owned and unresolved
- ActionCreate follow-up task in SalesforceSalesforce
- OutputDM the deal owner in SlackSlack
What it does
Listens for a mutual-action-plan step going overdue in HubSpot and turns the slip into accountable action: it creates a dated follow-up task on the deal in Salesforce assigned to the AE, and sends the AE a direct Slack message naming the buyer commitment that lapsed.
When to use it
Use it when your MAP tracking lives in HubSpot but your reps work tasks in Salesforce. It guarantees an overdue buyer step becomes a real, owned to-do instead of an email someone skims and forgets.
How it works
- 1An event trigger fires when a HubSpot MAP step's status flips to overdue.
- 2A logic step confirms the step is buyer-owned and not already resolved.
- 3Salesforce creates a follow-up task on the matching opportunity, due the next business day, assigned to the deal owner.
- 4A Slack DM goes to that owner with the step name, original due date, and a link to the new task.
- 5The rep now has both a tracked task and a direct ping.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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