Use Siri to add Tasks to Hubspot

Smart CRM & Sales Hub Tips, Tricks & Best Practices
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Hi everyone, I figured out a reltivley easy way to use Siri to add tasks to hubspot using Zapier Webhooks and Apple Short Cuts..

There may be an easier way but I use Zapier a bunch and this works well.

Part 1 — Create the Zap (Catch Webhook → HubSpot: Create Task)

  1. Make a new Zap
  • In Zapier, click Create Zap.
  1. Trigger: Webhooks by Zapier → Catch Hook
  • Choose Catch Hook.
  • Copy the Custom Webhook URL (you’ll paste this into the iPhone Shortcut later).
  • Leave this tab open.
  1. Action: HubSpot → Create Task
  • Connect your HubSpot account (the portal you actually use).
  • Map fields (will do later)

Part 2 — Build the iPhone Shortcut

  1. Create Shortcut
  • Open Shortcuts on iPhone → + → name it Add HubSpot Task.
  1. Action 1: Dictate Text
  • Add Dictate Text (no prompt; it listens immediately).
  • This captures whatever you say as the task description.
  1. Action 2: Get Contents of URL

  • Add Get Contents of URL and set:

    • URL: paste your Zapier Catch Hook URL

    • Method: POST

    • Headers:

      • Key: Content-Type
      • Value: application/json

    • Request Body: JSON

      • Add key: description
      • Value: tap the variable button and insert the Dictate Text output (the gray token)

Part 3 — Test end-to-end

  1. Back in Zapier, your Trigger is still on Test trigger → it’s waiting.
  2. Run the Shortcut on iPhone (or say “Hey Siri, add HubSpot task”).
  3. Speak a sample task: “Call Bill about big Sale"
  4. In Zapier, you should now see a payload with description. Click Continue.
  5. Now go to the Hubspot Zap, and map the decription to the subject field.

NOTE: There a re likley ways to parse or segment to add dates descriptions etc. This works well enough for me so I hope it at least gets you started.

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Hey, @TLang :waving_hand: thanks for sharing! I think the magic here is in the use of natural language and Shortcuts. — Jaycee