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Best answer

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

  • 15 April 2022
  • 9 replies
  • 258 views
J

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

icon

Best answer by Troy Tessalone 15 April 2022, 19:34

View original
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
Userlevel 7
Badge +14

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 | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J

Thank you, Troy.

This is for HubSpot.

Troy Tessalone
Userlevel 7
Badge +14

@Jmolina 

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

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J

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

Troy Tessalone
Userlevel 7
Badge +14

@Jmolina 

What is the returned error?

Posting screenshots helps us have proper context.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J

Sorry, first timer

 

Troy Tessalone
Userlevel 7
Badge +14

@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 | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J

that would explain it!

Liz_Roberts
Userlevel 7
Badge +8

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!

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