HubSpot Ideas

Invorio

Sync Tasks with Calendar (Google/Outlook)

When I schedule a task (eg call) I'd like a check box to show the task in Google Calendar (like meetings, but without mailing the contact).  

HubSpot Updates
August 30, 2021 05:29 AM

Hello Dimitris,

You are correct. Today the feature works on a sub-calendar. We did this to
avoid overwhelming our customer's main calendar. Thank you for providing
feedback. We will continue to look for ways to improve this capability.

Have a great day!

Gordon

Delivered
August 26, 2021 07:27 AM

Hello HubSpot Community,

 

Syncing Tasks to Calendar is now available to all sales hub starter, professional, and enterprise customers. Please feel free to DM me if you have questions or feedback on Syncing Tasks to Calendar. We are always looking for ways to improve the platform for you. 

 

Check out this article for help getting started: https://knowledge.hubspot.com/tasks/sync-tasks-to-your-google-or-outlook-calendar

 

Thank you,

 

Gordon

In Beta
July 22, 2021 08:07 AM

Hello HubSpot Community,

 

We are excited to announce that we are putting task sync into beta for sales or service starter (or higher) customers. Task sync allows you to have your HubSpot tasks display on your Google or Outlook calendar. 

 

  • Currently the integration is one-way, meaning that updates to tasks in HubSpot will update on the external calendar, but updates to tasks on external calendars will not update in HubSpot
  • Tasks displayed on the calendar will default to 15-minute increments
  • Tasks will display as normal calendar events on the calendar specified during the task sync configuration. 

If you are interested in getting access to beta, please reach out either to your account manager or message me on the community.

 

Thank you,

 

Gordon

 

In Planning
June 16, 2021 02:47 PM

Hi HubSpot Community,

 

The team is now working to support syncing HubSpot tasks to Google and Office 365 integrated calendars so I am moving this idea to In Planning.

 

As soon as we have a Beta available, I will update accordingly. Stay tuned. 

 

Thank you,

Scott

Re: Show tasks in Google Calendar - changed to: Idea Submitted
July 10, 2019 08:35 AM

Hi all,

 

Scott from the product team here. Just want to surface my previous comment (from April 2019).

 

At this time, we are focused on baseline improvements to tasks that are required before we can successfully build the calendar integration described. That said, we certainly see the value in showing tasks in google calendar and will update this issue when we shift our focus towards solving this problem. 

 

If you’re interested in chatting with us about how you’d expect this sync to work or if you’d like to be kept up to date as we begin work on this feature, please fill out this form.

 

Thanks,

Scott

Re: Show tasks in Google Calendar - changed to: Idea Submitted
April 09, 2019 09:15 AM

Hi all - Scott from the product team here to provide a quick update. This is absolutely a must-have, and we appreciate all the feedback you’ve shared to help validate that for our team.

 

That said, it’s going to take some time for us to make the changes required to support this integration. As a first step, we’ve restructured our product and engineering teams. Today, we have an entire team focused on improving the sales rep experience -- cutting out those added steps and inefficiencies many of you have laid out in this thread. One of the first things this team has prioritized is the baseline improvements to tasks that are required before we can successfully build the calendar integration described.

 

If you’re interested in chatting with us about how you’d expect this sync to work or if you’d like to be kept up to date as we begin work on this feature, please fill out this form.

236 Replies
Rachel_KL
Participant

@Gcone 

 

Gordon,

Please add me to the beta.

 

Rachel Galeski

Gcone
HubSpot Product Team

Hello HubSpot Community,

 

Syncing Tasks to Calendar is now available to all sales hub starter, professional, and enterprise customers. Please feel free to DM me if you have questions or feedback on Syncing Tasks to Calendar. We are always looking for ways to improve the platform for you. 

 

Check out this article for help getting started: https://knowledge.hubspot.com/tasks/sync-tasks-to-your-google-or-outlook-calendar

 

Thank you,

 

Gordon

Jones001
Member

Can you plesae explain how this is done?

Jones001
Member
How do you sync tasks with Calendar now that this feature is available?
missiris
Member

Thank you Gordon and the Hubspot Team.

If I understood correctly, the user will have to create a subcalendar in Outllook, in order to be able to sync Hubspot's tasks.

This, I believe, is a bit less automatic syncing as I hoped it would be.

Nonetheless, I think that the best way to deal with and sync Outlook objects, would be from within Outlook with a Proprietary Hubspot button for each object (mail, contact, meeting) enabling the user to press and associate it with whatever Hubspot table/record/field he desires.

Thanks anyway for listening and bettering Hubspot

Dimitris

Gcone
HubSpot Product Team
Hello Dimitris,

You are correct. Today the feature works on a sub-calendar. We did this to
avoid overwhelming our customer's main calendar. Thank you for providing
feedback. We will continue to look for ways to improve this capability.

Have a great day!

Gordon
FLima
Member

Boa Tarde

Utilizo Mac e Iphone, sendo assim uso mail e ical.
Ao agendar uma tarefa dentro de um contato e com horario, não aparece em meu calendario, fui muito bem atendido pelo suporte Patricia e gostaria de sugeris esta integração bem como o app para MAC.

Obrigado

JKaminsky
Member

Having tasks integrate with Google calendar has been great HOWEVER, when re-assigning a task to someone else, it still reflects in my calendar. Having this updated is desperately needed. 

ErikGron
Participant

Hi,

 

I am a user of Sales Starter Hub.

 

When automating a task on my pipeline, and having synced tasks with my calendar (hurray, major update!!!), the due-date of the task will appear on my calendar either inmediately or on a specific future day as xxx days & hours since the automated process is triggered by a deal update.

 

Is there any way I could set as the future due-date the "closing date" of the deal? 

 

This would let me see all my deals in my google calendar 😀😀😀.

 

My company sells services that must be delivered on every closing date, so this is really improtant for all the value chain.

 

Here some pictures that (I hope?) clarify what I´m saying.

 

Screenshot 2021-10-20 121751.jpg

 

Screenshot 2021-10-20 122112.jpg

 

Screenshot 2021-10-20 122348.jpg

 

Screenshot 2021-10-20 122512.jpg

dijytal
Participant | Platinum Partner

We still need this to be 2 way though! 

sinyang
Member

Hey all. I'm glad many teams have been able to benefit by the recent development of this integration by HubSpot. However, there still seems to be some specifics needs others are having, such as two-way syncing. My app, CalendarSplice, has done this since it's initial creation and will continue to be improved, so long as there are more needs in the community for improvements around this integration.

 

Right now, with CalendarSplice you can

- sync tasks to and from your calendar

- configure what extra crm data you want added to the calendar event, such as information on deals or contacts

- create simple workflows around when we sync data to your calendar

- track when we sync data as well as see when we're unable to and, in many instances, why we were unable to

- reassign your tasks in HubSpot, and be sure that they'll be reflected on the calendar of the newly assigned team member

- any many more features

 

If there are any other use-cases / desired features around this integration, please reach out to us here: https://calendarsplice.com/contact-us/

I'd love to hear more about your needs.

 

sinyang_0-1639332421147.png

sinyang_1-1639332431521.pngsinyang_2-1639332439909.png

 

BEbeling
Member

It would be amazing to have the option to choose between your main Outlook calendar or a subcalendar when syncing your tasks. My team does not find the subcalendar useful at all since it won't block their day for them. Hence, prospects being able to schedule meetings with them on their own via the Meetings link becomes useless or flawed. 

JParker6
Member

I understand you have to have a Sales seat for this feature. In Service Hub customer support we have a lot of support tickets that get assigned tasks in workflows. I would like to see this feature turned on for Service as well.

DanielTaylorHS
Member

Seems like the HubSpot devs are just being lazy at this point. They could easily link these to custom Properties.

BennyP
Participant

It's great that we can now sync tasks to a Gmail/Outlook calendar but I don't see much use if we are not able to select which tasks we want to sync. 

Not all tasks are time sensitive (e.g. a cadence/sequence tasks) and by pushing all tasks onto the calendar, we are sort of killing its purpose. Also, sequence tasks all create at the time in which the contact was enrolled in a sequence (if you don't select a specific time) 

 

Is this something Hubspot is looking into @Gcone ? Thanks! 

Strumdrum
Member
Why not just create a "Calendar View" in the tasks section? I mean, a calendar has been a basic function of human society and business operations for centuries (millennia?) You would think that a platform like HubSpot would have their own calendar feature and not require you to move off platform to access such a basic function. I was floored when demoing HubSpot that there was no calendar built in. How about it HubSpot team?? Care to make a calendar feature within your platform? It could be basic as adding a calendar view to tasks.