I’ve a requirement to create tasks from a template (spreadsheet) when a deal is created or updated.
Screenshot - Types of tasks.
How can we use hubspot workflows to create these tasks dynamically?
Hi @abhisekpadhi and welcome to the Community!
We are delighted to have you here!
Great question, thanks for asking the Community!
I understand that you’d like to create a task via a workflow, when a spreadsheet is updated. Please let me know if that’s not the case.
I’d like to share this article “Create tasks using workflows (Professional and Enterprise users only)” that might be of interest.
Also, I’d love to put you in touch with some of our Top Experts: Hi @Phil_Vallender, @00000 and @FazleRabbi do you have suggestions to help @abhisekpadhi, please?
Thanks so much and have a wonderful day!
Best,
Bérangère
Hello! Can you please try reattaching the “Screenshot - Types of Tasks” in a reply? It looks like a hyperlink in the original post may not have set correctly.
You can use deal creation/property updates to trigger workflows and create a task within that workflow.
-Chel