CRM

Marie_Baltz
Mitglied

Auto-create tasks for new contacts

lösung

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

1 Akzeptierte Lösung
MFrankJohnson
Lösung
Vordenker/-in

Auto-create tasks for new contacts

lösung

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: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

Lösung in ursprünglichem Beitrag anzeigen

4 Antworten
MFrankJohnson
Lösung
Vordenker/-in

Auto-create tasks for new contacts

lösung

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: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
BNDigital
Mitglied

Auto-create tasks for new contacts

lösung

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
Marie_Baltz
Mitglied

Auto-create tasks for new contacts

lösung

Do I need Sales Pro for this to work?

0 Upvotes
MFrankJohnson
Vordenker/-in

Auto-create tasks for new contacts

lösung

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

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes