Create a HubSpot task

Handling tasks across multiple platforms can quickly become overwhelming, leading to missed deadlines and disorganized workflows. This Playbook simplifies task management by allowing you to create HubSpot tasks directly from Bardeen.

No need to switch between tools or worry about important tasks slipping through the cracks. This automation ensures that your HubSpot tasks are created seamlessly from within Bardeen, keeping your team aligned and on top of their responsibilities.

Whether you're following up on a sales lead or planning your next marketing campaign, this Playbook makes it easy to stay organized and focused, ensuring that critical tasks are always tracked and completed on time.

Let’s set it up!

Step 1: Pin the playbook and integrate HubSpot

You will be redirected to install the browser extension when you run it for the first time. 

Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks, if you already have the Bardeen extension installed. You will also need to integrate HubSpot.

Step 2: Run the playbook to create a HubSpot task directly from Bardeen

Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click to “run the playbook” to create a HubSpot task. The playbook will ask you the details for the task you want to create. Then, it will create the tasks for you directkyl inside Bardeen, without ever switching apps. 

‍