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infiniteloop
Contributor

Create Google Task when Deal Moves to a Particular Stage

SOLVE

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?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create Google Task when Deal Moves to a Particular Stage

SOLVE

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:

 

karstenkoehler_0-1649091470393.png

 

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

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


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3 Replies 3
infiniteloop
Contributor

Create Google Task when Deal Moves to a Particular Stage

SOLVE

Thanks, Karsten,

 

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

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Create Google Task when Deal Moves to a Particular Stage

SOLVE

Hi @infiniteloop,

 

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

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


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

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create Google Task when Deal Moves to a Particular Stage

SOLVE

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:

 

karstenkoehler_0-1649091470393.png

 

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

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


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