Add task to object in HubSpot
Creates a task and associate it to a company, contact, or deal in HubSpot. A HubSpot private app is required in order to use this Wrk Action.
The current version of this Wrk Action only supports working with HubSpot default objects and fields. Our Wrk Actions are updated from time to time as part of our commitment to innovation, our team is currently working on finding ways for this Wrk Action to support custom objects and fields.
Common use cases
- Review Management & Responding
- Client Reporting
- Customer Growth & Retention
- Customer Onboarding
- Lead Enrichment
- Lead Generation
- Quote & Proposal Development
Application
- HubSpot
Inputs (what you have)
| NAME | DESCRIPTION | TYPE | REQUIRED | EXAMPLE |
|---|---|---|---|---|
| Private App access token | The Private App access token of your HubSpot implementation.The Private App access token can be retrieved following the steps described below:In your HubSpot account, click the settings settings icon in the main navigation bar.In the left sidebar menu, navigate to Integrations > Private App.Click View access token to display your key.The instructions on how to create a private app can be found here: https://developers.hubspot.com/docs/api/private-apps. | Login Credentials | Yes | pat-na1-13645360-0155-4eed-8c19-6dxxxxxxx63d |
| Task due date | This field marks the task's time of creation and determines where the task sits on the record timeline | Text | Yes | 2019-10-30 |
| Object type | Specify the object type to be associated with the taskAccepted values:ContactCompanyDeal | PredefinedChoice List | Yes | company |
| Object ID | The ID of the record that you want to associate the task with. This value can be found out in the properties of the object | Text | Yes | 64353454 |
| Association Type | The ID if the association type between the task and the other object typeAccepted values:task to contacttask to companytask to deal | Predefined Choice List | Yes | task to company |
| Task Owner ID | HubSpot owner ID is the the id of user which will be listed as the task creator in HubSpot.To find the owner id follow the below steps.Click the Settings cog in the main menu in HubSpot.Click "Properties" in the left-hand menu.Type "Owner" in the search bar under "Contact properties".Hover over "Contact owner" and click "View".At the bottom of the next page, your HubSpot Owner IDs are listed in the "Dropdown options" table in the "Internal Value" column. | Integer | No | 55667788 |
| Task body | HubSpot task contents (body) | Text | No | Generate new 100 leads for this client |
| Task status | The status of the taskAccepted values:New: You’ve created the task, but you haven’t started working on it yet.In-progress: You’re working on it.On hold/postponed: You’re temporarily pausing work on this task.Finished: You’re done with the task.Deleted: You’re no longer working on this task because it’s irrelevant or no longer valuable.Waiting: You need someone else to do something (respond to an email, answer a question, send you a report, etc.) before you can move forward.In review: Your manager or another stakeholder needs to sign off.Recurring: This task repeats itself (think “Follow up with ABC Company every 2 days” or “Run pipeline report.”)Failed: You were unsuccessful in completing the task. | PredefinedChoice List | No | In-progress |
| Task subject | HubSpot task subject (subject of the task) | Text | No | Generate leads |
| Task priority | Specify the task priority with theAccepted values:LowMediumHigh | PredefinedChoice List | No | Low |
Note: the value of inputs can either be a set value in the configuration of the Wrk Action within the Wrkflow, or a variable from the Data Library. These variables in theData Library are the outputs of previous Wrk Actions in the Wrkflow.
Outputs (what you get)
| NAME | DESCRIPTION | TYPE | REQUIRED | EXAMPLE |
|---|---|---|---|---|
| Archived | If the task was archived | True/False | Yes | True |
| Updated at | When the task was updated | Text | Yes | 12:00 PM |
| Task ID | The task identification | Text | Yes | 1234 |
| Created at | When the task was created | Date | Yes | 5/10/2020 |
| Archived at | When the task was archived | Date | Yes | 5/13/2020 |
Outcomes
| NAME | DESCRIPTION |
|---|---|
| Success | This status is selected if the task was successfully added to an object in HubSpot, and the provided link can be used to directly access the file |
| No Results | No task was added |
| Unsuccessful | This status is selected in the event of the following scenarios:- Fail to login to account- Application site is down- Any data fields on the right hand side of this page needed to complete the task are missing |
Requirements
- HubSpot account must have an active Private App access token and it must be configured within this WrkAction