topic Re: Tasks to Microsoft To Do in Sales Integrations

Tasks to Microsoft To Do

CMR311 — Fri, 24 Jun 2022 16:17:11 GMT

Has anyone created a Zap (Zapier) to sync Hubspot tasks with Microsoft To Do? If not, does anyone have ideas on how to best manage multiple task/to do lists?

Re: Tasks to Microsoft To Do

PamCotton — Fri, 24 Jun 2022 22:33:07 GMT

Hey @CMR311 , thank you for posting in our Community!

I would like to invite @Ben_M , @lynton our top experts to share their thoughts, any suggestions to @CMR311 matter?

thank you,

Pam

Re: Tasks to Microsoft To Do

rompelbom — Tue, 11 Oct 2022 08:54:56 GMT

Have you succeeded?

Re: Tasks to Microsoft To Do

BDarley — Thu, 08 Feb 2024 02:29:09 GMT

I would definitely like to see something like this also, I have too many task list, and I need everything in one spot? I am not a sales person I am a pre-sales person so while I use hubspot it is not my primary source of info.

Re: Tasks to Microsoft To Do

DianaGomez — Thu, 22 Feb 2024 10:31:30 GMT

Hi @CMR311 and @BDarley!

I hope you are having a great day!

To confirm, are you looking to sync HubSpot Tasks with Microsoft Outlook?

If that is the case:

You can sync tasks to your outlook calendar as long as you have done the following:

Be assigned a paid seat of the Sales Hub or Service Hub.
Turn on HubSpot’s calendar sync with Google or Outlook Calendar.
Create and connect a sub-calendar to HubSpot. For example, you can create an additional calendar within your Google or Outlook Calendar called HubSpot Tasks.

*Any new task you create in HubSpot will appear as a 15-minute event at the task's due date and time.

Hope this helps,

Diana

Re: Tasks to Microsoft To Do

SarahX — Fri, 01 Mar 2024 00:04:39 GMT

I also would like to know if there are any integrations that do this. I am not looking to add tasks to the calendar as that sets them to a specific meeting, I want to add them as tasks in Microsoft ToDo or Planner so they can be ticked off as I complete them. I also need the sync to be two ways, so that when they are ticked off in one app they are also completed in the other.

Re: Tasks to Microsoft To Do

Felix1848 — Wed, 20 Mar 2024 08:51:55 GMT

Hi Diana,

Extracting tasks from Hubspot to a calendar does not reduce the amount of lists to monitor, you rather suggested to add yet another calendar. We are looking for ways to integrate tasks, which occur all over the M365 space and Hubspot, in one manageable and neat list.

It would be valuable, if there was a way to push Hubspot tasks into MS ToDo, which is the web-based add-in for MS Outlook. You could add deep links back into Hubspot for review of details or use the notes to provide information beyond the task's title.

Sounds like a long shot, but that would really help boost productivity and reduce mental load a lot.

Best regards,

Felix

Re: Tasks to Microsoft To Do

CBlomfield — Sun, 07 Apr 2024 21:58:20 GMT

I 100% agree; microsoft is centralising all tasks into Microsoft Todo. If hubspot could integrate in here it would be a massive time saver. At the moment, I am juggling multiple lists of to do's (Microsoft to do & Hubspot tasks)

Re: Tasks to Microsoft To Do

odcjenn — Sun, 12 May 2024 17:34:34 GMT

SOLVED! Using Integrately I was able to add a new task in Hubspot which then automatically added a task in Microsoft ToDo. This doesn't work with Zapier or PowerAutomate. Thank goodness for Google.

Re: Tasks to Microsoft To Do

LElias — Tue, 30 Jul 2024 21:29:37 GMT

It was very easy to implement, but I'd like to know if you manged to get once the task is completed in To Do, it gets completed in HubSpot as well?

Re: Tasks to Microsoft To Do

odcjenn — Wed, 31 Jul 2024 00:40:46 GMT

Unfortunately no. Just a one way one time sync.

Re: Tasks to Microsoft To Do

LElias — Fri, 02 Aug 2024 18:11:34 GMT

Thanks!

Re: Tasks to Microsoft To Do

RRing — Tue, 27 Aug 2024 23:08:07 GMT

I would also be very interested in this two way integration for my team. I don't like having multiple lists of todos, but microsoft makes it very easy to create follow up tasks based on emails. On the flip side, Hubspot has great options for automating tasks for my sales team, especially when utilizing workflows and sequences. At the end of the day, I'm left with two places to check tasks... hence the desire for this integration. Can you guys confirm if this is on the roadmap? I would imagine lots of Microsoft/Hubspot users would find this valuable.

Re: Tasks to Microsoft To Do

LElias — Wed, 28 Aug 2024 19:58:21 GMT

It seems that it only works one way, you can replicate a task in HubSpot to To Do but not once it is erased in To Do gets done in HubSpot, or the same if finished in HubSpot does not gets done in To Do

Re: Tasks to Microsoft To Do

mBaggenstos — Fri, 01 Nov 2024 08:50:57 GMT

We urgently need a two way synchronization of these two Todo Lists. Is there a timeline from hubspot when this will be released?