Add Task when creating a contact

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Rajvalley1
Member

hello - is it possible to add a task when creating a new contact? Ive looked in the property setting and cannot see it. It woudl be great to be able to do this so you can add foloow up tasks when creating a new contact - Thanks!

 

Raj

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Accepted Solutions
Krystina
Solution
Key Advisor | Diamond Partner

Hmm - That's not one of the functions (that I have seen), but you could create a custom property that marks someone as follow-up needed or type of follow-up needed, add that to the sidebar in your settings and create the workflow based on that property as the trigger. 

 

This could be helpful for creating a uniform task across the CRM based on the follow-up that is needed. You'd need to decide on whether it assigns to a contact owner or if no owner round robin across your team.

 

Hope this is helpful!

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Krystina Gillenwater
A B2B Revenue Operations (RevOps) Firm.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
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Krystina
Key Advisor | Diamond Partner

Hi there - a workflow can help with this. Set the enrollment trigger to how the contact was created (list import, form fill, API, etc.) and create a task for a specific person to follow-up or round-robin between your team.

 

If you are creating the contact manually, you can create the task in the contact record - either under the name card or in the tabs along the contact timeline

 

Screen Shot 2020-05-19 at 12.44.09 PM.pngScreen Shot 2020-05-19 at 12.44.01 PM.png

 

 

 

 

 

 

 

 

 

 

 

Cheers,

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Krystina Gillenwater
A B2B Revenue Operations (RevOps) Firm.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 15 Minutes with Krystina »
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Rajvalley1
Member

Thanks @Krystina!

 

Im looking to add the task on the sidebar, when manually creating a contact.

 

https://www.dropbox.com/s/wxvy7rtv9pdg7yt/Screenshot%202020-05-20%2008.43.06.jpg?dl=0

 

Raj

0 Upvotes
Krystina
Solution
Key Advisor | Diamond Partner

Hmm - That's not one of the functions (that I have seen), but you could create a custom property that marks someone as follow-up needed or type of follow-up needed, add that to the sidebar in your settings and create the workflow based on that property as the trigger. 

 

This could be helpful for creating a uniform task across the CRM based on the follow-up that is needed. You'd need to decide on whether it assigns to a contact owner or if no owner round robin across your team.

 

Hope this is helpful!

Did this post help solve your problem? Help the community and mark it as a solution.
Krystina Gillenwater
A B2B Revenue Operations (RevOps) Firm.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 15 Minutes with Krystina »

View solution in original post

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Rajvalley1
Member

Hello, thank you! I will give that a go

 

Raj

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Rajvalley1
Member

Thanks - I beleive this is only avaibale in the paid version not the free version of CRM

 

Raj

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