This is the first time I am posting and I am having issues. When I am making a task for a client it is not getting synced with my calendar. My calendar is Outlook and the settings say it is connected. What am I missing?
Hi @DAnderson60,
Have you followed these steps and are you meeting all the requirements outlined here? Sync tasks to Google or Outlook Calendar
For example, a paid seat is required, as well as a sub calendar.
Best regards
So if I am understanding this correctly I can make a meeting that will sync to my calendar but I am not able to sync tasks?
@DAnderson60 if you’re meeting the requirements you can sync tasks – if not (e.g. no paid seat) then tasks cannot sync.
The meeting sync will still work.
Unfortunately, I just created a meeting to test it out and it still didn’t attach to my outlook calendar.
@DAnderson60 just to confirm a few things:
- You connected your calendar by following these steps: Use HubSpot's calendar sync with Google Calendar or Outlook Calendar
- The meeting meets the requirements below: Use HubSpot's calendar sync with Google Calendar or Outlook Calendar
- When a meeting is created from your connected calendar, the meeting will only log on the timeline of contacts that already exist in your HubSpot account. HubSpot will not automatically create contact records if the guests do not already exist in your HubSpot account.
- For the meeting to appear in your contact’s timeline, the guest must be using the same email address in their contact record’s Email property.
- HubSpot automatically prevents any events from being added for members of your organization based on email domain (your portal’s target and connected domains), and existing users. Events will also not be created from any @hubspot.com email addresses.
- Any events created prior to the integration will not be synced to HubSpot, even if guests in such events exist as a contact in your HubSpot account and have the same email address in the Email property. Only events created in Google and Office 365 while the integration is active will be synced to the contact’s timeline.
- For recurring meetings, HubSpot will only sync the first event in the series. If another event in the series changes, or attendee response changes, the updated event will sync to HubSpot. For example, if someone cancels one particular week for a regular weekly meeting, it will trigger that week’s event to sync to HubSpot.
- All day events will not be synced to HubSpot.
- HubSpot’s calendar sync does not sync private calendar events to your HubSpot account. If a public event is later changed to private, the engagement will remain in your HubSpot account, but changes to the event will no longer sync.
- Once a meeting has been created, adding attendees to the meeting engagement in HubSpot won’t add them to the calendar event. To avoid this issue, you can make a small change to the meeting’s description at the same time you’re adding attendees, then click Save and send update.
If one of the above is not met, the meeting would not sync.
Best regards
@DAnderson60 There are ways you can incorporate this information into the tasks of outlook but the default connection is just for meetings
If you use something like Make, you can connect the HubSpot task to your Outlook calendar
Hey @DAnderson60
if you follow this steps
You should be able to see your HubSpot taks in your calendar.
Just make sure to go into settings> your preferences> general > tasks tab
This is done for Gmail but similar applies for Outlook.
Let us know how it goes