Auto-create tasks for new contacts

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Marie_Baltz
Member

Will HubSpot auto-create tasks when we enter new contacts?

1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

Q: Will HubSpot auto-create tasks when we enter new contacts??

 

Short A: Not exactly, but HubSpot can still do it for you automatically ..

 

Longer A:

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. 

(see image)

hubspot-workflow-create-a-task-for-new-contact.png

 

 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

4 Replies 4
MFrankJohnson
Solution
Thought Leader

Q: Will HubSpot auto-create tasks when we enter new contacts??

 

Short A: Not exactly, but HubSpot can still do it for you automatically ..

 

Longer A:

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. 

(see image)

hubspot-workflow-create-a-task-for-new-contact.png

 

 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

Marie_Baltz
Member

Do I need Sales Pro for this to work?

0 Upvotes
MFrankJohnson
Thought Leader

Yes you will. Automation may also work in Sales Starter. (dunno)

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

0 Upvotes
BNDigital
Member

I want to be able to auto-create a task when I change property. Let's say if change lead status to a specific option, I want it to automatically create a task for me. Is this gonna work using this automation? 

0 Upvotes