The only automated way to create tasks in response to an email being sent is to use sequences.
This would enable the tasks to be created within HubSpot, and can also trigger additional follow up emails to be sent (if you choose).
Thank you, Jenny
HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates. Learn More.
Creating a Task for an email sent through Outlook 365 and logged in HS
SOLVE
Yes, I agree with this feature request. It would be helpful if one could click on a button ("Convert to a Task" or something like that) in an email that's been logged in Hubspot, or even in the right-hand panel in Outlook, That perhaps results in a task like "Follow up with <Contact Name> and logs the email text as the Notes for the task. This would be VERY helpful.
The only automated way to create tasks in response to an email being sent is to use sequences.
This would enable the tasks to be created within HubSpot, and can also trigger additional follow up emails to be sent (if you choose).
Thank you, Jenny
HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates. Learn More.