CRM

Vaios
Participante

Items from calls to be posted as Tasks or under the Deals?

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!

Vaios

0 Avaliação positiva
2 Respostas 2
Josh
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Items from calls to be posted as Tasks or under the Deals?

Hi @Vaios,

 

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.

 

Josh 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

Vaios
Participante

Items from calls to be posted as Tasks or under the Deals?

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 🙂