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How to create a manual task in Hubspot
How to create a manual task in Hubspot

Save time by learning this trick !

Titouan Decap avatar
Written by Titouan Decap
Updated over 3 months ago

You’ve enabled LGM’s native synchronization with Hubspot, and currently have your leads and activity logs synchronized at the contact level.

However, you need to learn how to create a manual task to gain some time! Get out of this task in your head and let LGM remind you!

Create a manual task in Hubspot

Often asked, here is how to create a manual task in Hubspot

Step 1: What's your trigger?

Here your trigger will be a Webhook

You'll use "Catch Hook" as your main trigger. Then, Zapier is going to give you the webhook URL.

You will need to add it in LGM - please note that the webhook is accessible from the ultimate plan - pro plan if it's a custom exit setting

Step 2: Create Engagement in Hubspot

Choose "Create engagement for a contact" in the list.

You're going to be able to choose several factors such as the type of engagement, the task description, and the due date

Don't forget to link the email of the lead and the good ID to make sure it will be found!

And, here you go, this is how to create a manual task in Hubspot :)

It's up to you now!

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