Integrating Project Tasks in Marketing with Tasks in Sales

Hi !

We are setting up our internal team management with Hubspot and looking into using Tasks. We find great the Tasks functionality in Sales as well as Projects in Marketing. It's a pity they do not communicate. 

I understand that currently Project Tasks on the Marketing Platform and Tasks on the Sales Platform are two separate functionalities designed for different purposes. As I understand Project Tasks were designed to organize internal processes for the team such as creating and maintaining a Campaign, or content creation. They are separate from Tasks on the Sales Platform, which were designed to keep track of communication between users and individual contacts throughout the Sales process.

In reality things are not so easily distinct and it's a pity they are not integrated. It would really help to be able to add Project Tasks into my general Tasks backlog. In essence, they are quite similar and it would help me to manage team work globally. I imagine using Projects to plan campaigns or other actions and then detail it into specific tasks added into Sales Tasks, the latter being the reference for Tasks management.

Hope this suggestion can be adressed !

HubSpot updates
6 Replies
New Member

I had a similar thought- it would be really good if I could set tasks to remind me to look at the analytics of the most recent blogs/social media/email posts I sent out

Advisor

In our portal, we often have a handful of sales tasks assigned to marketing - many are often overdue or missed because we work primarily out of projects. It would be great if sales tasks assigned to marketing could show in projects.

New Contributor

The task functionality in the sales side is so much nicer than the marketing side. I agree it would be nice to integrate the two for cross-functionality of teams. But my main wish right now is to have a tasks board on the marketing side so that I can keep track of task projects. 

Occasional Contributor

I agree will all of the above. Our technical sales staff use tasks in HubSpot CRM but they also contribute heavily to our marketing content. I would love to be able to create marketing project tasks and have these show up on their HubSpot CRM task list. I have spoken to our sales staff about this and they agree. They want one place to see both marketing and sales related tasks. 

 

At a minimum, maybe this functionality should be introduced at the workflow level? A new task created in Projects triggers a workflow that creates a task in HubSpot CRM. Right now, I cannot see a way to use a task as a trigger. 

New Contributor

we need the combination from tastks in projects with tasks in sales als well, especially we work from different offices together and so it would be much easier to monuitor and manage time and tasks

New Contributor

It's also not conducive to managing Service-Related Projects (i.e. initiatives for implementation or delighting customers beyond just resolving tickets).

 

Projects & Tasks should be platform-level features as opposed to marketing and sales features respectively.

 

These tools should be leveraged cross-functionally across an organization and therefore also need to be tied together better with each other. So, each project sub-item should ultimately show up as a task. This would also help as you were working on projects to create project queues, that way you could 'bang out' tasks for a particular project in a bit more of a concentrated way.