Automate HubSpot Tasks with Pabbly Connect: A Step-by-Step Guide

Learn how to automate task creation in HubSpot using Pabbly Connect. This detailed tutorial covers integration with New Deal and Let, enhancing your productivity. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating tasks with HubSpot, you need to access Pabbly Connect. This integration tool allows you to connect various applications seamlessly. First, visit the Pabbly Connect landing page and sign up for a free account. You’ll receive free automation tasks each month, which is perfect for testing your workflows.

After signing up, log in to your Pabbly Connect account. From the dashboard, locate the ‘Create Workflow’ button. Click on it to begin setting up your automation. You will be prompted to name your workflow, which will help you identify it later.

2. Creating a Workflow in Pabbly Connect

Once you have accessed Pabbly Connect, it’s time to create a workflow. Click on the ‘Create Workflow’ button and enter a suitable name for your automation. This name should reflect the function of the workflow, such as ‘HubSpot Task Automation’.

After naming your workflow, you’ll be directed to the workflow page. Here, you will set up the trigger and action for your automation. The trigger for this integration will be a new deal created in HubSpot, while the action will involve creating a task associated with that deal.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger in Pabbly Connect. Select HubSpot as the application and choose ‘New Deal’ as the trigger event. Click on the connect button and select ‘Add New Connection’ to link your HubSpot account. If prompted, log in to your HubSpot account and choose your account name.

Once connected, you will need to specify the output properties to retrieve from the newly created deal. You can select properties such as deal name, amount, deal stage, and associated contacts. After selecting the desired properties, click on ‘Save and Send Test Request’ to fetch the deal details from HubSpot.

4. Creating Associated Tasks in HubSpot

With the trigger set up, it’s time to create a task in HubSpot using Pabbly Connect. In the action step, again select HubSpot and choose ‘Create Task’ as the action event. Since you have already connected your HubSpot account, you can use the existing connection.

In this task creation step, you’ll need to specify the subject of the task, which can be mapped to the deal name retrieved earlier. Fill in other necessary details such as task body, status, and priority. Finally, click on ‘Save and Send Test Request’ to create the task in HubSpot.

5. Associating Tasks with Deals in HubSpot

The final step in your automation workflow involves associating the created task with the deal in HubSpot using Pabbly Connect. Add another action step and select HubSpot, then choose ‘Associate Task with Deal’ as the action event. Use your saved connection to HubSpot once again.

In this step, you will need to map the task ID and deal ID. The task ID is obtained from the previous step, while the deal ID comes from the trigger setup. After mapping these IDs, click on ‘Save and Send Test Request’ to finalize the association. This will ensure that whenever a new deal is created, the corresponding task is automatically associated with it.

Conclusion

By following these steps, you can effectively automate task creation in HubSpot using Pabbly Connect. This integration not only saves time but also enhances your productivity by ensuring tasks are automatically associated with new deals. Start using Pabbly Connect today to streamline your workflows!