How to trigger HubSpot notifications with a direct Salesforce link
Learn how to create a Salesforce URL property and trigger direct links in lead alerts.
When HubSpot is integrated with Salesforce, native form notification emails can be frustrating. By default, HubSpot’s internal notifications only include a link to “View this Contact in HubSpot.”
That’s fine if your sales team lives in HubSpot Sales Hub.
But what if they’re Salesforce-first? Clicking into HubSpot isn’t helpful. The fix is to embed a direct Salesforce record link in HubSpot notifications.
This guide walks you through creating a Salesforce URL property in HubSpot, populating it with the right record links, and using it in lead notifications.
Create a Salesforce URL property in HubSpot
- Create the property
- Go to Settings > Properties > Contact > Create Property
- Group: choose the most relevant property group
- Name: Salesforce URL
- Field type: Single Line Text
- Save the property
- Build a workflow to populate the field
- Create a Contact-based workflow
- Enrollment trigger: “Salesforce Lead ID is known” OR “Salesforce Contact ID is known”
- Enable re-enrollment for both conditions. This ensures the Salesforce URL updates if a lead is converted or merged.
- Add branching logic
- Insert an If/then branch:
- If “Salesforce Contact ID” is known → populate URL with the Contact link format
- Otherwise → populate URL with the Lead link format
- Insert an If/then branch:
Contact URL format:
https://[your-domain].lightning.force.com/lightning/r/Contact/[Salesforce Contact ID]/view
Lead URL format:
https://[your-domain].lightning.force.com/lightning/r/Lead/[Salesforce Lead ID]/view
- Activate and backfill
- Turn on the workflow
- Enroll all existing contacts who meet the criteria
Trigger lead notifications with the Salesforce record link
- Add users as HubSpot users (even if they don’t log in)
- Go to Settings > Users & Teams > Create user
- Use the Salesforce import option to sync them properly
- Deselect Notify new user if they don’t need HubSpot access
- Create a workflow for notifications
- Enrollment: pick your condition (e.g., form submission, new lead from a specific region, etc.)
- Action: Send internal email notification
- Recipients: select the HubSpot users created in step 1
- Customize the email
- Subject line: “New lead!” or “View new lead in Salesforce”
- Body template:
Hi there,
You have a new lead!
View this lead in Salesforce: {{ contact.salesforce_url }}
A quick overview:
{{ contact.firstname }} {{ contact.lastname }}
{{ contact.country }}
{{ contact.industry }}
{{ contact.recent_conversion_event_name }}
- Activate
- Test with a dummy record
- Roll it out to production once verified
Why this matters
Embedding Salesforce URLs inside HubSpot notifications closes the gap for Salesforce-first sales teams. Reps don’t waste clicks navigating through HubSpot; they land directly on the record they care about.
For further reading, see HubSpot’s official guide to internal email notifications.
Next steps
This is one of many small but high-impact fixes to streamline HubSpot–Salesforce alignment.
If you want more plays like this, explore the RevBlack Knowledge Bank or reach out to us to design a Salesforce–HubSpot integration that actually works for your team.
