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HubSpot + Sunsama

Create tasks in Sunsama for new engagements in HubSpot

Stay organized and efficient with this seamless HubSpot-Sunsama workflow. When there's a new engagement in HubSpot, a task will be created in Sunsama without any manual intervention. This way, you can ensure that all important activities are tracked and managed efficiently, leading to better customer relations and overall productivity. This automation reduces time spent on administrative tasks, allowing you to focus more on building customer relationships.

Stay organized and efficient with this seamless HubSpot-Sunsama workflow. When there's a new engagement in HubSpot, a task will be created in Sunsama without any manual intervention. This way, you can ensure that all important activities are tracked and managed efficiently, leading to better customer relations and overall productivity. This automation reduces time spent on administrative tasks, allowing you to focus more on building customer relationships.

  1. When this happens...
    HubSpotHubSpot
    New Engagement

    Triggers when new engagement created.

    TriggerScheduled
  2. automatically do this!
    SunsamaSunsama
    Create Task

    Creates a new task in Sunsama.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Type of Custom ObjectRequired

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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About Sunsama

Sunsama organizes all your tasks, to-dos, and meetings day-by-day. Manage all the work you need to do today in one place.

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