Auto-create tasks for new contactsSOLVE
Jul 10, 2018 9:26 AM - edited Jan 9, 2020 5:26 PM
Q: Will HubSpot auto-create tasks when we enter new contacts??
Short A: Not exactly, but HubSpot can still do it for you automatically ..
You'll want to build a little workflow that creates a task for 'new' contacts (e.g., created after today?) and only created by you. Naturally, you'll need to tell HubSpot what should be included in the tasks.