Create HubSpot Tasks

When syncing a new or updated contact to HubSpot, you can create a task.

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.

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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

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

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

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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") 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"

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

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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

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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

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Need Help?

Contact Popl Support – our team is available to assist at [email protected].

With 🤍 from Popl.