Send Action Items to HubSpot as Tasks

You can send action items from a recorded meeting to a HubSpot company, deal, or contact. Each action item that you select becomes a task on that record. Before you create the tasks, you can edit their titles and add a description, due date, owner, and priority to each one.

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To send action items to HubSpot as tasks:

1.

Open the Send to HubSpot dialog for the meeting recording (see Open the Send to HubSpot Dialog).

2.

Select the Tasks tab.

3.

Under Send to, select the type of HubSpot record that you want to create the tasks on: Company, Deal, or Contact.

4.

In the search box, enter the name of the company, deal, or contact, or enter the contact's email address. Then select the record from the results.

5.

Under Select action items, select the checkbox of each action item that you want to send as a task. Clear the checkbox of any item that you don't want to send. The counter next to Select action items (for example, 1/1) shows how many items you've selected.

6.

Click Edit/Review.

The Review tasks page appears. It shows the HubSpot record that you selected and the number of tasks to create.

7.

For each task, configure the following fields:

Field	Description
Title	The name of the task. By default, it's the text of the action item.
Description	(Optional) More details about the task.
Due date	(Optional) The date by which the owner needs to complete the task. Enter the date in mm/dd/yyyy format, or click the calendar icon and select a date.
Owner	The HubSpot user who's responsible for the task.
Priority	(Optional) The priority of the task: None, Low, Medium, or High.

The following figure shows an example of two tasks:

8.

Click Create n Task(s), where n is the number of tasks.

Meeting Insights creates the tasks on the HubSpot record that you selected. In the list view, the HubSpot icon appears with the meeting recording.