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

[Vaios]

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

[Josh]

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 

[Vaios]

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 🙂