topic Re: Remove or complete tasks when deal is close won/lost in CRM

Remove or complete tasks when deal is close won/lost

CDeMares — Thu, 26 Sep 2024 15:19:16 GMT

I would like to remove hubspot tasks associated to a deal contact when the deal reaches close won/ lost stage in the pipeline.

For example, when a deal is started it creates a follow up task (though HubSpot workflow) when the deal moves to won/lost stage I would like to remove (ideally) or complete all tasks associated to the deal.

Does anyone know how to do this?

Re: Remove or complete tasks when deal is close won/lost

karstenkoehler — Thu, 26 Sep 2024 15:23:57 GMT

Hi @CDeMares,

This would currently require an Operations Hub Professional or Enterprise subscriptions and custom code actions:

https://developers.hubspot.com/docs/api/workflows/custom-code-actions

https://developers.hubspot.com/docs/api/crm/engagements

"Vanilla" workflows cannot update activities and activity-based workflows unfortunately don't exist yet. What you're trying to achieve would currently require Operations Hub and the help of a developer – or third-party automation like Zapier, Make etc.

Best regards!

Re: Remove or complete tasks when deal is close won/lost

CDeMares — Thu, 26 Sep 2024 15:30:30 GMT

Dankeschön Karsten! Would you mid advising third party tools apart from Zapier?

Re: Remove or complete tasks when deal is close won/lost

JessicaBaskey — Thu, 26 Sep 2024 16:49:21 GMT

Hi @CDeMares ,

I just found this third party app: https://app.hubspot.com/ecosystem/4630358/marketplace/apps/task-assistant
It might be worth checking out if that would work for you.

Best regards,
Jess

Re: Remove or complete tasks when deal is close won/lost

CDeMares — Fri, 27 Sep 2024 13:00:57 GMT

Thank you Jessica! I also found it yesterday unfortunately you have to put your credit card to get the free trial 😪

Re: Remove or complete tasks when deal is close won/lost

karstenkoehler — Fri, 08 Nov 2024 05:38:20 GMT

Hi @CDeMares,

Good news, HubSpot has introduced task workflows!

Workflows
Task workflows
November 7, 2024

What is it?

Users can now create task-centered workflows.

Why does it matter?

Enhance task automation with greater flexibility and efficiency. Trigger automation directly from changes in tasks, like creation, status updates, or overdue notifications. Establish standard, automated processes for task management. For example, alert a sales manager when specific tasks complete or become overdue, or automatically create tasks in other project management tools when you start tasks in HubSpot.

How does it work?

To create a task workflow:

From the workflows tool homepage, click "Create workflow" and select "From scratch"
Choose the task object on the object select page
Choose the trigger based on task events or properties
Add actions as usual

Who gets it?

Marketing Hub Pro, Marketing Hub Enterprise, Operations Hub Pro, Operations Hub Enterprise, Sales Hub Pro, Sales Hub Enterprise, Service Hub Pro, Service Hub Enterprise

You can find this beta here:

You can now enroll tasks based on criteria of your liking ('When filter criteria is met' > change 'Filtering on' dropdown from tasks to deals > under deal properties find deal stage and specify it) and use the 'Edit record' workflow action to set a task status to completed:

If you want to make it easier for others to find this update, you can help them by accepting my reply as a solution. I'd appreciate it, too.

Have a great day!