Create a task when sending email

[JHaselden]

Hello 

Is it possible to make hubspot create a deal or even just a task to follow up when sending an email from outlook? 

I track emails using the hubspot extension. I am trying to set up a workflow that recognises that I have sent an email that contains a certain phrase or keyword, which would then ideally create a deal and add it to a pipeline, but at the least set up a task. 

Is this possible? I've had a look at some of the triggers but can't seem to get anything to stick?

thanks in advance for your help 

thanks 

James 

[danmoyle · Accepted solution]

@JHaselden if you create a workflow with the trigger Activity > email subject (or email body) contains any of "your phrase" you can then creat e atask or ever create a record (like a Deal). 

Is that what you're looking for? 

[CDriesler]

Dan,

If we wanted to do this outside of a workflow or sequence, could we have the checkbox below added in Outlook or Outlook 365? I do not want a task for every single e-mail I send, just the ability to add a task, when/where needed. Like we do when e-mailing within HS. Because we use Outlook to receive e-mails and moany if not all replies go out of there this is a feature that I would love to see! (it probably is already there and I cannot seem to find it!)

I have the tracking tools in the HS plug-in but the create task option is hiding from me if it is there!

Thanks,

Chuck

[danmoyle]

@CDriesler Sort of, I believe. I don't have that option in my Gmail, xactly as you showed. However, in the HubSpot tool bar of the email, there is this:

So you should be able to make a simple task there I believe. 

[CDriesler]

Dan,

Thank you for the response. In Outlook 365 it looks like this:

No option to create even a simple task...That is what I am hoping for...

Chuck

[CMaverick]

Ever find a solution for quick tasks in outlook? 

[CDriesler]

Not to this point. It seemed to not be a "big" enough idea for the ideas forum and didn't get any traction. 

[danmoyle]

Gotcha. If it's not already, I'd submit it to the ideas forum here. Or if there is one, upvote & comment. HubSpot pays attention to these! 

[CDriesler]

Dan,

Will do! Thanks for the gut check and help so far!

Chuck

[JHaselden]

thats great, I knew I needed the activity section but for the life of me I couldn't find it. got it working and its creating deals and tasks as needed! thanks again

[danmoyle]

So glad to hear it! 

[does the happy dance]