# Create HubSpot Tasks

#### HubSpot Task Creation for Leads

HubSpot tasks can be created for both **new and existing leads**. Each task is associated with the contact record that is created or updated and is assigned to the **Popl lead owner**. This allows multiple reps who scan or collect the same lead to be reflected on a **single contact record** through individual tasks.

***

#### Creating Tasks for Existing Contacts

To ensure a task is created when an **existing contact** is updated, **two setup steps are required**.

**Step 1: Enable Task Creation**

1. Navigate to **Integrations → HubSpot**
2. Open the **Advanced Settings** tab
3. Toggle **Create Tasks** ON
4. Save your changes

<figure><img src="/files/gx7QdsQKWjZLyrx41EYy" alt=""><figcaption></figcaption></figure>

**Step 2: Configure a Contact Field Mapping to Overwrite**

At least one contact field must be set to **overwrite** so HubSpot recognizes the update and triggers task creation.

1. Navigate to **Integrations → HubSpot → Contacts tab**
2. Locate your **Contact Field Mappings**
3. Set **at least one field** to **Overwrite field**

Example:

* Overwrite the **Last Name** field so the contact is considered “updated” when a new task is added

<figure><img src="/files/ZXKfWDFexcUI5aQGr2VV" alt=""><figcaption></figcaption></figure>

This ensures that when an existing contact is updated, a new task is created and associated with that contact.

***

#### Alternative: Use a Custom Property

Instead of overwriting a standard field, you can use a custom property:

1. Create a **custom contact property** in HubSpot
2. In Popl, create a **fixed field mapping** (manually enter the value, like "create new")\
   &#x20;from that custom property to a fixed value
3. Set the mapping to **Overwrite**
4. Save your changes
5. Ensure **Create Tasks** is toggled ON in **Advanced Settings**

The example below uses a HubSpot custom property, "Update Task" and static maps it to the fixed value of "Create New"

<figure><img src="/files/Ad85tbn1aCHfNjGYiLg1" alt=""><figcaption></figcaption></figure>

This approach is useful if you want to avoid modifying standard contact fields.

***

#### Viewing Tasks in HubSpot

You can view tasks associated with a contact directly from the contact record or from the Tasks dashboard.

**View Tasks on a Contact Record**

1. Navigate to your **HubSpot account**
2. Go to **CRM → Contacts**
3. Select and open the desired **contact record**
4. Tasks will appear in the **contact timeline**

<figure><img src="/files/Cv0o4vIzUWIO6PgvHNPh" alt="" width="563"><figcaption></figcaption></figure>

***

**View Tasks from the Tasks Dashboard**

1. Navigate to **CRM → Tasks**
2. Select **Completed Tasks** (or adjust filters as needed)
3. View all tasks associated with your contacts

<figure><img src="/files/VWsy45UAK0U3gvyvwuXi" alt="" width="563"><figcaption></figcaption></figure>

***

#### Need Help?

Contact Popl Support – our team is available to assist at <teams@popl.co>.

\
With 🤍 from Popl.&#x20;


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.popl.co/introduction/integrations/hubspot-integration/create-hubspot-tasks.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
