HubSpot + OmniFocus

Create tasks in OmniFocus for every new engagement in HubSpot

Streamline your work process with this efficient automation. When new engagements occur in HubSpot, it promptly creates a corresponding task in OmniFocus. This ensures you stay on top of all client interactions while facilitating organized task management in your workflow, saving you valuable time and boosting productivity.

Streamline your work process with this efficient automation. When new engagements occur in HubSpot, it promptly creates a corresponding task in OmniFocus. This ensures you stay on top of all client interactions while facilitating organized task management in your workflow, saving you valuable time and boosting productivity.

  1. When this happens...
    HubSpotHubSpot
    New Engagement

    Triggers when new engagement created.

    TriggerPolling
  2. automatically do this!
    OmniFocusOmniFocus
    Create Task

    Creates a new task in your OmniFocus Inbox.

    ActionWrite
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Event Type

    Trigger
    Polling
    Try It
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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omnifocus logo
omnifocus logo

About OmniFocus

OmniFocus is an incredible task management platform for Mac®, iPad®, and iPhone®.
Learn more

Related categories

  • Task Management

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