Oct 15, 2021 9:14 AM
Hi everyone, hope all is well.
We just finished the integration of our app with Hubspot and I would like your opinion based on your experience so far on the following question:
We capture action items for hubspot users that are created during Customer calls & meetings (e.g: on Zoom). Is it better for the users to find these items:
a. As seperate tasks under the "Tasks" tab
b. As notes under the "Deal" tab
Many many thanks in advance!
Oct 15, 2021 9:44 AM
I like this functionality! My opinion would be as a task vs a note. A note would be too easy to overlook and wouldn't be assigned an owner of the activity.
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HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer
Oct 15, 2021 10:12 AM
Hey @Josh thank you so much for the feedback!
This is how we have configured it at the moment - creating and/or assigning new tasks automatically.
If you like the functionality, feel free to go to spoolapp.co and try it - it is free 🙂