Hubspot tasks should create calendar item in Outlook
SOLVE
Hi all.
I am looking for a functionality, which would create for each task I have done in hubspot (e.g. follow up with customer) an item in my Outlook calendar.
Ideally it should be a calendar item which doesn't block my time for meetinings with others (means shown as free or tentative) - I just want to see in my calendar I have to do something...
There is an update on this! Tasks created in HubSpot can be synced onto Google and Office 365 calendars:
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.
Hope this helps! (If you want to make it easier for others to find this information, you can help them by marking my post as a solution. I'd appreciate it.)
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
There is an update on this! Tasks created in HubSpot can be synced onto Google and Office 365 calendars:
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.
Hope this helps! (If you want to make it easier for others to find this information, you can help them by marking my post as a solution. I'd appreciate it.)
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Hubspot tasks should create calendar item in Outlook
SOLVE
Very much a work around, I don't want Hubspot creating calendar events (unless it's a meeting), and I definitely don't need yet another calendar to manage and view.
Hubspot tasks should create calendar item in Outlook
SOLVE
Further to this, I created a workaround. I set up a Flow workflow in Office 365 to create a task in outlook from the calendar events. I then hid the hubspot calendar so I don't have it cluttering up my normal work calendar. Still doesn't work both ways but will do until Hubspot sets up proper syncing between task lists