# 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.

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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

<figure><img src="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2Fs221Ry7knt4rFuV1E6b2%2FScreenshot%202026-02-05%20at%203.32.47%E2%80%AFPM.png?alt=media&#x26;token=54d13de2-620f-4211-86c0-9e36ce4544c4" 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="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2FE9AI79hym6pxxWFaFaLe%2FScreenshot%202026-02-05%20at%203.16.49%E2%80%AFPM.png?alt=media&#x26;token=839bbd66-6b1d-47e9-81ee-1a367249f994" alt=""><figcaption></figcaption></figure>

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")\
   &#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="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2Fj4aRM6Mo0wGiwDatHBa5%2FScreenshot%202026-02-05%20at%203.24.09%E2%80%AFPM.png?alt=media&#x26;token=022c9af5-4ccc-4664-a6df-d3511389a374" alt=""><figcaption></figcaption></figure>

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**

<figure><img src="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2FyeUGefiHJxH3fFsKp0DX%2FScreenshot%202026-02-05%20at%203.44.08%E2%80%AFPM.png?alt=media&#x26;token=8b68f826-5ed2-49d7-ac60-3dc0ac8a8236" alt="" width="563"><figcaption></figcaption></figure>

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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

<figure><img src="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2F3BKxdlWqmCglRZaOq1W6%2FScreenshot%202026-02-05%20at%204.17.32%E2%80%AFPM.png?alt=media&#x26;token=5bcba60b-a087-4387-8c62-e1a926f1ff49" alt="" width="563"><figcaption></figcaption></figure>

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#### Need Help?

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

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With 🤍 from Popl.&#x20;
