Tasks & Outlook

CRM & Sales CRM
1

Does anyone know if you can link a task created in a customer profile to show in the Tasks list in Outlook?

2

Hi @ZakusKowalchuk,

If you’re referring to the Outlook desktop or Office 365 add-in, this is currently not a native feature. As of April 2020, this is also not currently planned by the HubSpot product team.

A manual workaround would be simply copying the task link. Click on the task in HubSpot, copy the link from the address bar (should look something like this: Tasks) and manually paste it in an Outlook task.

I’ve found an automatic solution for synchronizing HubSpot and Exchange Office 365 Tasks (not Outlook). It is being developed by SyncPenguin and you can find more information here.

Hope this helps!

3

Hi @ZakusKowalchuk,

There is an update on this! Tasks created in HubSpot can be synced onto Google and Office 365 calendars:

  • Currently the integration is one-way, meaning that updates to tasks in HubSpot will update on the external calendar, but updates to tasks on external calendars will not update in HubSpot
  • Tasks displayed on the calendar will default to 15-minute increments
  • Tasks will display as normal calendar events on the calendar specified during the task sync configuration.

The HubSpot product team shared a longer post about this here: Sync HubSpot Tasks to Your Google & Office 365 Calendar

Hope this helps! (If you want to make it easier for others to find this information, you can help them by marking my post as a solution. I’d appreciate it.)

Have a great day!