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Answer

How do I automatically create a task in HubSpot when a new deal is created?

  • April 15, 2022
  • 9 replies
  • 299 views
J

I want Zapier to create a calendar task to follow up in a week after a new dal is created.

Best answer by Troy Tessalone

@Jmolina 

This error indicates a permission issue with the HubSpot account.

You may not have a HubSpot plan that includes the Calendar.

You can review HubSpot permissions here: https://knowledge.hubspot.com/settings/create-permission-sets

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

9 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • April 15, 2022

Hi @Jmolina 

Good question.

Please clarify what apps you are trying to use in your Zap for us to have more context, thanks.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
J
  • Jmolina
  • Author
  • New
  • April 15, 2022

Thank you, Troy.

This is for HubSpot.

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • April 15, 2022

@Jmolina 

Is this what you’re looking for related to HubSpot?

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
J
  • Jmolina
  • Author
  • New
  • April 15, 2022

Yes, but every time I build it I get a permissions error.

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • April 15, 2022

@Jmolina 

What is the returned error?

Posting screenshots helps us have proper context.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
J
  • Jmolina
  • Author
  • New
  • April 15, 2022

Sorry, first timer

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • April 15, 2022

@Jmolina 

This error indicates a permission issue with the HubSpot account.

You may not have a HubSpot plan that includes the Calendar.

You can review HubSpot permissions here: https://knowledge.hubspot.com/settings/create-permission-sets

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
J
  • Jmolina
  • Author
  • New
  • April 15, 2022

that would explain it!

Liz_Roberts
Forum|alt.badge.img+8
  • Liz_RobertsZapier Staff
  • Zapier Staff
  • April 18, 2022

Hi @Jmolina ! 👋🏽 Checking in to see if you were able to sort your Zap once you checked on your HubSpot permissions. Let us know how you got on!

A
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