Attribute a completed task to a deal

[CarlyStevens]

Hello - we utilise tasks to take action on a contact or deal, I can see that I can associate those tasks to a person or deal, but how can I attribute success to that task for helping create or close a deal? 

An integration we have places information from that platform into a task in Hubspot, so looking for the best way to measure returns on that integration as a channel.

[JessicaH]

Hi @CarlyStevens,

Thanks for reaching out.

Have you tried to create a custom report (https://knowledge.hubspot.com/reports/create-custom-reports).

You could create a  cross-object report and include deals and activities. Since a task counts as an activity you'll be able to report about both (the deal and task).

I hope this helps.

Take care!

Jess

[CarlyStevens]

Thanks Jess, I'll try this..