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Add task to object in HubSpot
Add task to object in HubSpot
Wrk Product avatar
Written by Wrk Product
Updated over a week ago

Creates a task and associate it to a company, contact, or deal in HubSpot. A HubSpot private app is required in order to use this Wrk Action.

The current version of this Wrk Action only supports working with HubSpot default objects and fields. Our Wrk Actions are updated from time to time as part of our commitment to innovation, our team is currently working on finding ways for this Wrk Action to support custom objects and fields.

Common use cases

  • Review Management & Responding

  • Client Reporting

  • Customer Growth & Retention

  • Customer Onboarding

  • Lead Enrichment

  • Lead Generation

  • Quote & Proposal Development

Application

  • HubSpot

Inputs (what you have)

NAME

DESCRIPTION

TYPE

REQUIRED

EXAMPLE

Private App access token

The Private App access token of your HubSpot implementation.

The Private App access token can be retrieved following the steps described below:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.

  • In the left sidebar menu, navigate to Integrations > Private App.

  • Click View access token to display your key.

The instructions on how to create a private app can be found here: https://developers.hubspot.com/docs/api/private-apps.

Login Credentials

Yes

pat-na1-13645360-0155-4eed-8c19-6dxxxxxxx63d

Task due date

This field marks the task's time of creation and determines where the task sits on the record timeline

Text

Yes

2019-10-30

Object type

Specify the object type to be associated with the task

Accepted values:

  • Contact

  • Company

  • Deal

Predefined

Choice List

Yes

company

Object ID

The ID of the record that you want to associate the task with. This value can be found out in the properties of the object

Text

Yes

64353454

Association Type

The ID if the association type between the task and the other object type

Accepted values:

  • task to contact

  • task to company

  • task to deal

Predefined Choice List

Yes

task to company

Task Owner ID

HubSpot owner ID is the the id of user which will be listed as the task creator in HubSpot.

To find the owner id follow the below steps.

  • Click the Settings cog in the main menu in HubSpot.

  • Click "Properties" in the left-hand menu.

  • Type "Owner" in the search bar under "Contact properties".

  • Hover over "Contact owner" and click "View".

  • At the bottom of the next page, your HubSpot Owner IDs are listed in the "Dropdown options" table in the "Internal Value" column.

Integer

No

55667788

Task body

HubSpot task contents (body)

Text

No

Generate new 100 leads for this client

Task status

The status of the task

Accepted values:

  • New: You’ve created the task, but you haven’t started working on it yet.

  • In-progress: You’re working on it.

  • On hold/postponed: You’re temporarily pausing work on this task.

  • Finished: You’re done with the task.

  • Deleted: You’re no longer working on this task because it’s irrelevant or no longer valuable.

  • Waiting: You need someone else to do something (respond to an email, answer a question, send you a report, etc.) before you can move forward.

  • In review: Your manager or another stakeholder needs to sign off.

  • Recurring: This task repeats itself (think “Follow up with ABC Company every 2 days” or “Run pipeline report.”)

  • Failed: You were unsuccessful in completing the task.

Predefined

Choice List

No

In-progress

Task subject

HubSpot task subject (subject of the task)

Text

No

Generate leads

Task priority

Specify the task priority with the

Accepted values:

  • Low

  • Medium

  • High

Predefined

Choice List

No

Low

Note: the value of inputs can either be a set value in the configuration of the Wrk Action within the Wrkflow, or a variable from the Data Library. These variables in theData Library are the outputs of previous Wrk Actions in the Wrkflow.

Outputs (what you get)

NAME

DESCRIPTION

TYPE

REQUIRED

EXAMPLE

Archived

If the task was archived

True/False

Yes

True

Updated at

When the task was updated

Text

Yes

12:00 PM

Task ID

The task identification

Text

Yes

1234

Created at

When the task was created

Date

Yes

5/10/2020

Archived at

When the task was archived

Date

Yes

5/13/2020

Outcomes

NAME

DESCRIPTION

Success

This status is selected if the task was successfully added to an object in HubSpot, and the provided link can be used to directly access the file

No Results

No task was added

Unsuccessful

This status is selected in the event of the following scenarios:

- Fail to login to account

- Application site is down

- Any data fields on the right hand side of this page needed to complete the task are missing

Requirements

  • HubSpot account must have an active Private App access token and it must be configured within this WrkAction

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