Action - Create Task in HubSpot
This action creates a new task in HubSpot associated with a person. If the person doesn't already exist as a contact in HubSpot, they will be added as one. However, no contact fields will be sent from Encharge to HubSpot apart from their name and email.
Connecting HubSpot
Before you can use this action you need to connect your HubSpot account to Encharge. To do that go to your apps, select HubSpot, click on Connect and log inто your HubSpot account. Finally, authorize Encharge.
Note that you can currently have just one HubSpot account connected to Encharge.
Alternatively, you can connect HubSpot directly from the step.
How to set up the step?
- 1
-
Enter the title of the task. You can use
merge tags. For instance, "Follow up
{{person.name}}"
- 2
- Assign the deal to a person from your HubSpot account.
- 3
- Optionally, enter a description of the deal
- 4
-
Choose a number of days in which the task will be due.
If you leave this field empty, no due date will be set for the task. Keep in mind, that you might not receive HubSpot reminders for the task if no due date is set.
If you'd like the due date to be the same day as the day when the task is created, set the field to 0.
- 5
- Finally, save the step and connect it to at least one trigger step.
How to map HubSpot fields to Encharge?
At the moment, it's not possible to send fields' data from Encharge to HubSpot. In other words, HubSpot actions do not work with mapped fields.