Create Google Task when Deal Moves to a Particular Stage

[infiniteloop]

What is the best way to automatically create a Google Task and assign it to a person when a deal moves to a specific Stage in the Deals pipeline?

[infiniteloop]

Thanks, Karsten,

And is there a way to assign the Deal-related Google Task in a specific Google Space?

[karstenkoehler]

Hi @infiniteloop,

By default this applies to the connected calendar, I'm not aware of additional settings by space.

Best regards!

[karstenkoehler · Accepted solution]

Hi @infiniteloop,

If you've connected your Google Calendar to HubSpot, you can sync tasks to appear on your calendar. This is a Sales Hub Starter (or higher) feature, see here: https://knowledge.hubspot.com/tasks/sync-tasks-to-your-google-or-outlook-calendar#sync-tasks-to-your...

To do this automatically (and natively, within HubSpot), a Professional subscription with workflows would be needed. Such a deal-based workflow could look like this:

(There might also be ways to achieve this with Zapier.)

Best regards!