AI Create New Task From HubSpot

What Can You Do With This Automation?

This automation streamlines your workflow by seamlessly integrating HubSpot and Taskade to keep your team focused and organized. Here are some examples:

• Automatically create and assign new tasks in Taskade whenever a deal in HubSpot reaches a specific stage.
• Generate follow-up tasks in Taskade for your sales team based on customer interactions logged in HubSpot.
• Create project tasks in Taskade when new leads are added to your HubSpot pipeline.
• Automatically set due dates and reminders for newly created tasks based on your HubSpot activity timeline.
• Trigger task creation in Taskade from HubSpot form submissions to initiate action promptly.

Use Cases For Create New Task From HubSpot

Utilizing the ‘Create New Task From HubSpot’ automation can revolutionize the way you manage sales and marketing workflows. Here are some potential use cases:

1. Sales Pipeline Management: As soon as a prospect moves to a new stage in your HubSpot sales pipeline, a corresponding task can be created to prompt the next actions needed for closing the deal.
2. Lead Nurturing: Automatically create follow-up tasks in Taskade based on lead interactions in HubSpot, ensuring no lead falls through the cracks and your sales team stays proactive.
3. Marketing Campaigns: Coordinate your marketing efforts by generating tasks in Taskade every time a new lead is captured through your HubSpot marketing forms or campaigns.
4. Customer Support: Streamline support efforts by creating tasks in Taskade whenever a support-related activity or inquiry is logged in HubSpot, allowing quick and organized follow-ups.
5. Event Planning: When planning events, use the automation to create tasks in Taskade for every registrant who signs up via HubSpot, ensuring all logistical and follow-up activities are tracked and managed efficiently.

How To Use This Automation

Here’s how to set up your first Taskade Automation:

1. Go to the “Automations” tab in your workspace.
2. Click ➕ Add automation ➡ choose a template or start from scratch.
3. Click ➕ Add Trigger and define the conditions.
4. Click ➕ Add Action and define the conditions.
5. Enable the toggle in the top-right corner to activate the automation.