This guide walks you through connecting your Sona Audiences to HubSpot for automated task creation. By completing this setup, your sales team will receive real-time task alerts based on Sona segmentation, enabling faster follow-up with high-intent leads.
Prerequisites
Prerequisites
A HubSpot account must be connected to Sona
Access to Sona Audiences data
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Connect HubSpot to Sona
Step 1: Connect HubSpot to Sona
Go to Connectors in the Sona sidebar
Locate or add the HubSpot Connector
Authenticate with your HubSpot credentials
Confirm the status reads Active
Step 2: Create a New Destination
Step 2: Create a New Destination
Go to the Destinations section in the Sona sidebar
Click + Add Destination
Select HubSpot Task from the list
Step 3: HubSpot Task-Specific Configuration
Step 3: HubSpot Task-Specific Configuration
Task Title
Write a title using personalization tokens
Example:
Send a follow-up email to [First Name], [Last Name]
Task Type
Choose the task type (e.g., Call, Email, To-Do) from the dropdown
Priority
Select the urgency level for the task (e.g., High, Medium, Low)
Under HubSpot Associations, configure which object the task should associate with:
HubSpot Object
Select the HubSpot object to associate the task with
Example: Contact, Company, Deal
HubSpot Object Identification
Choose the field used to match Sona audience data with HubSpot records
Example: Email, Domain
Click + Add to associate with more than one object if needed.
Assigned To
Select the HubSpot user who should own the task
This can be a static user or dynamically based on HubSpot ownership
Due Date
Specify when the task should be completed (relative to sync or dynamic fields)
Reminder
Choose when a reminder notification should be triggered for the task
Notes
Add contextual notes for the sales rep (e.g., “Reached MQL threshold” or “Engaged with pricing page”)
Enable real-time processing for this destination (located under Sync Settings): Check this box if you want immediate data updates
When enabled, real-time processing will override the scheduled sync frequency
Ideal for time-sensitive workflows and immediate lead follow-up
For general destination configuration steps—such as selecting an audience, setting sync frequency, record matching, field mapping, and saving—follow the instructions in the Destination Setup guide.
Best Practices
Best Practices
Use personalized Task Titles to help reps act quickly
Example:
Call [First Name] about demo request
Assign to existing HubSpot owners for continuity
Include context in Notes to reduce guesswork for reps
Stagger sync frequency and reminders based on task urgency
Set up different destinations by funnel stage (e.g., Early Interest vs. Late-Stage Intent)