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?
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.
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)
Have you succeeded?
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
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
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.
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.
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?
Unfortunately no. Just a one way one time sync.
Thanks!
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.
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
We urgently need a two way synchronization of these two Todo Lists. Is there a timeline from hubspot when this will be released?
Disclosure: I built this, so weigh it accordingly.
The two-way part everyone here is asking for works now. Tick a task off in
Microsoft To Do and it completes in HubSpot; complete it in HubSpot and it
closes in To Do. Change a due date in either and the other follows.
@Felix1848’s point about deep links is covered too — tasks land in their own
To Do list, each carrying its linked contact, company or deal and a link
straight back to the HubSpot record, so you’re not opening HubSpot to work out
what “Follow up” meant.
Needs a Microsoft 365 account with Exchange Online (Business Basic is enough);
personal outlook.com accounts can’t be used, since To Do stores tasks in the
mailbox.