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Customizing "log activity" and Task type in HubSpot Sales

Hi HubSpot Development Team, 


I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. 


Thanks for considering!


HubSpot updates
Customizing "log activity" and Task type in HubSpot SalesGestionnaire de communauté
changed to: Idea Submitted

Hi everyone, I'm going to update this idea as 'Idea Submitted'. To be fully transparent, the mistake was mine in interpreting these discussions as the need to customize Call & Meeting types - this feature was in beta and is now live (details below).


However, I understand that the need here is to identify, track and report on custom activities. I have made a note of this change and demand and will be taking this to Product, I know this is something they are aware of and reviewing but I do not have any further update at this time. To set expectations the next report I bring to the Product team will be early January. 


I apologize for the miscommunication here and will endeavor to get you an update on this idea. 





How to set custom call and meeting types:


How it works

  • Navigate to Settings > Sales > Call & Meeting Types.

  • Click “Enable Call and Meeting Types.”

  • Add your types.


Inline image 1

  • Then, when you’re logging an activity from a record in your CRM, simply click “Select Call Type,” and choose your desired type.

Inline image 2


What about reporting?

With the update, call/meeting type is now represented in two pre-built reports within the report library, and can also be used to build custom reports.


The two pre-built reports look like this, and live under "Prospecting:"

  • Call and meeting totals (by type). Holistically, are there trends in the types of calls/meetings your team is having?

  • Call and meeting leaderboard (by type). This report shows you the total number of meetings and calls each of your reps are having, by type. Did one rep have more pre-qualification calls, while another had more demo calls? Use this report to find out.


In addition to the pre-baked reports, Reporting Add-on or Sales Professional users can create custom reports using the Call/Meeting Type data.



153 Commentaires
Nouveau membre

Would be a great option if we can customize it. We for instance want to track support related activities for our customers

Contributeur occasionnel

So much of our outreach is through LinkedIn -- it would be helpful to have that as an option, in addition to Email, Call, and To-Do on tasks, both for planning and for analytics/tracking.

Contributeur occasionnel

This feature is crucial to tracking our sales outreach. Nowadays, a ton of business is conducted via LinkedIn, and the abillity to quickly check the box for activity on HubSpot will save us time and leave less margin for error when recording our outreach.

Contributeur occasionnel

In addition, this would be helpful for cadence templates.

Nouveau contributeur

I have the same issue. We need to be able to specify various tasks such as;

Customer Demo

Video call

On site meeting

Nouveau contributeur

Yes, need to be able to customize the Log Activity types besides the default three.  This is needed.  

Gestionnaire de communauté
Gestionnaire de communauté
Statut mis à jour : Idea Submitted
Nouveau membre

In our company we track activity for many things (i.e. calls, emails, etc.) we also would like to log drops (drop-ins) to prospects -- right now we are using tasks as a work around. The log activity should be customizable. In addtion, it is cruical for sales orgs to track reschedules and cancellations. When you log a meeting or schedule a meeting - when that date is/passes the system should require an outcome - moved to next step, cancelled, rescheduled (prospect rescheduled vs. rep rescheduled) etc. AND/OR when a rep moves a deal in the pipeline (top of the deals screen) it should require them to enter the meeting date - that way reps cant move deals forward / backward without data. Weve been using the history log to see when the movements are taking place but, this would be simpler. Thank you !!

Nouveau membre

Totally agree - it's tracking real customer outcomes that makes the difference in our work, and while delas are the big chunk, building relationships and tracking that along the way would be more helpful than whether a phone call was made.  So a customised list of outcomes and corresponding reporting would do the job here.


Unless there's another way to look at this within Hubspot?

Contributeur régulier

Our sales leaders need to track discovery calls, on site product demos, and other measurable activities that cannot be accurately shoe-horned into call, meeting, email. Notes don't cut it for measuring the productivity of our sales team.


To accurately measure productivity we need to be able to create custom activities, or sub-categories of activity, and these need to show up in reports. We eagerly look forward to HubSpot's work in this area.