Auto-create tasks for new contacts

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

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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

 

 

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Best,
Frank

 


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Community Thought Leader

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Help other HubSpot searchers find this post by accepting the 'solution' (HubSpot word).

 

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

 

 

Help answer your question? If so, remember to accept this 'solution'.

Best,
Frank

 


Please add @MFrankJohnson to your message if you'd like me to reply.

 

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www.MFrankJohnson.com

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Occasional Contributor

Do I need Sales Pro for this to work?

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Community Thought Leader

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

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