Create a HubSpot task from the selected text

Handling tasks from various sources can be a hassle. This automation simplifies things by creating a HubSpot Task from any selected text, ensuring nothing important slips through the cracks.

Identifying and managing important actions hidden in emails or documents is time-consuming and easy to overlook. Manually transferring these tasks into HubSpot adds to your workload and can lead to errors.

For instance, if you need to follow up on a crucial point from an email or remember an important task from a meeting note, this automation allows you to quickly generate a HubSpot Task from the selected text. This ensures that your task list is always up-to-date and actionable.

Whether you are streamlining follow-up processes, tracking project tasks, or capturing critical actions, this tool helps you stay organized and efficient by seamlessly integrating with HubSpot, saving you time and reducing manual entry errors.

Let’s set it up!

Step 1: Pin the playbook and integrate HubSpot

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start.

Click on “Save Input” and checkmark HubSpot. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the automation to create a HubSpot task from the selected text

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard). 

When you run the playbook, it will create a HubSpot Task from the selected text.