Hubspot tasks should create calendar item in Outlook

SOLVE
Jiri_Holoubek
Participant

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...

 

Any idea on that?

 

Thanks

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer

Hi @Jiri_Holoubek,

 

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.

The HubSpot product team shared a longer post about this here: Sync HubSpot Tasks to Your Google & Office 365 Calendar

 

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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4 Replies 4
karstenkoehler
Solution
Hall of Famer

Hi @Jiri_Holoubek,

 

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.

The HubSpot product team shared a longer post about this here: Sync HubSpot Tasks to Your Google & Office 365 Calendar

 

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

mikebrown
Contributor

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.

Tasks should create Tasks, in the Tasks list!!

0 Upvotes
jennysowyrda
Community Manager

Hi @Jiri_Holoubek,

 

I would recommend upvoting this idea on the ideas forum.

 

Thank you,
Jenny

0 Upvotes
Jiri_Holoubek
Participant

Hi @jennysowyrda .

 

Thanks for advice, I have already upvoted idea in the link.

0 Upvotes