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Creating a Hubspot task when I create a new Google task

  • 23 November 2020
  • 2 replies
  • 84 views

Hello,

I want to create HS task specifically assigned to me (as a HS named user) every time I create a Google task.

The system will only create a calendar task with my name on it. It does not show up in my individual task list where I want it.

Any ideas?

Regards

Steve Durkin

 

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Best answer by Danvers 25 November 2020, 15:50

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2 replies

Userlevel 7
Badge +14

Try this Action: HubSpot Create Engagement

 

Userlevel 7
Badge +12

Hi @Sdurkin, @Troy Tessalone is spot on here 🙂

 

The create Task action will create a task on the Marketing Calendar. If you want to create a task for you that’s related to a contact, then use the Create Engagement action and choose the type ‘Task’.