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HubSpot
Your open HubSpot tasks — calls, emails and to-dos from the CRM — in a Daykite list, with due dates and priority.
Experimental. Integrations are still being tested. They may not run, or may give incomplete or wrong results — check anything important yourself, and tell us what goes wrong.
Connect HubSpot and your open CRM tasks — the calls, emails and to-dos assigned to you — come into a Daykite list of your own. Due dates and priority come too, and a task finished in HubSpot is ticked off here within about ten minutes.
It needs Tasks switched on in Settings → Modules.
Connect
Integrations → HubSpot → Connect HubSpot, choose the account, and Connect app. Daykite asks to read CRM records and owners (to find the tasks assigned to you) — it can't change anything in HubSpot.
Then Choose lists → tick My HubSpot tasks → pick a Daykite list → Save and import.
What comes across
| In HubSpot | In Daykite |
|---|---|
| An open task assigned to you | A task, with its notes and due date |
| High or Low priority | High or low; Medium is normal |
| Completed, deleted or reassigned | Ticked off |
- It's one way. Daykite never changes HubSpot.