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Create HubSpot Tasks From Inside Outlook

Rachel_KL

I need the ability to create a HubSpot task from within Outlook. When sending an email via Outlook, I want to have that "create a task to follow up" check box in the HubSpot Sales add-in. This check box option is available when creating an email inside of HubSpot. Can you serve it up via Outlook too, please???

8 Replies
AParkins
Member

I want this too!

CSomerville2
Member

Couldn't agree more - I just put up a post about this before I saw yours. 

Petersrole
Member

I wish for this every day. If I send an email from Outlook and I need to create a follow-up task, I then have to switch over to Hubspot, search the contact, open the record, and (assuming I still remember what I was trying to do) only then can I set the reminder.

 

of course, this assumes the Hubspot Outlook tool isn't crashing my Outlook that day...

GLuciani
Member

I wish for the everyday too. Will make my life easier.

RStreicher
Participant

Our team would really like this too. While our team utlizes both tools, it would be great for them to able to create tasks from outlook emails so they don't have to remember to manually enter their tasks in HubSpot.

ARama
Participant

this would be helpful

Petter
Top Contributor | Platinum Partner

Indeed, this would be a good feature! Got a few clients requesting this.

TylerRoth13
Member

I work for a large agency who is integrating HubSpot across the organization. The vast majority of the team is highly interested in an Outlook Task integration. Would love if this is created soon!