Integrating Zapier with HubSpot: How to Add Tasks to Specific Contacts

Integrating Zapier with HubSpot streamlines workflow efficiency by automating the process of adding tasks to specific contacts. This guide provides step-by-step instructions on configuring Zapier to create tasks within HubSpot, ensuring that follow-ups and interactions with your contacts are always timely and well-organized.

Preparing Your HubSpot and Zapier Accounts

Before setting up the integration, ensure you have an active HubSpot account and a Zapier account. You’ll need the necessary permissions to create and modify tasks in HubSpot.

Establishing the Zapier Trigger

1. Log in to Zapier and click on 'Make a Zap!'


2. Choose your Trigger app (such as Gmail for new emails, Slack for messages, etc.).


3. Set the Trigger event according to the selected app. For instance, 'New Email' in Gmail.


4. Connect your Trigger app account and test the Trigger to ensure it's configured correctly.

Setting HubSpot as the Action Step

1. In the Zap editor, click on '+ Add a Step' and then choose 'Action/Search.'


2. Select 'HubSpot' as the Action app.


3. Choose the 'Create Task' action event within HubSpot.


4. Connect your HubSpot account by signing in when prompted.

Configuring the Task Details

1. Set up the Task action by choosing the specific contact property you want to associate with the new task (this is usually done by mapping the contact's email or ID).


2. Customize the Task by filling out details such as subject, due date, and notes.


3. Map additional fields as necessary, pairing Zapier data to HubSpot task fields.


4. Test this step to ensure the task is added to the right HubSpot contact.

Activating Your Zap

1. Name your Zap for easy identification.


2. Turn on the Zap to automate task creation in HubSpot whenever the trigger event occurs.

Always review your Zap's settings and run tests to confirm its functionality before relying on it for your workflow. Automating HubSpot tasks with Zapier can save time and increase productivity, enabling your team to focus on high-priority activities.

Remember that Zapier offers a range of customization options, and the above steps are just one example of a task addition workflow. Tailor your Zaps based on the unique needs of your business and HubSpot's features.