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

Vaios
Participant

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 Upvotes
2 Replies 2
Josh
Recognized Expert | Platinum Partner

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 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

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

Vaios
Participant

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 🙂