Tasks

How do I automate task reminders in the HubSpot CRM?

Last updated: January 31, 2018

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You can automate task reminders in the HubSpot CRM when you create a task on a contact record.

  • In your HubSpot account, navigate to your contacts.
  • Click the name of the contact.
  • Click the Create task tab and enter the task information (task name, notes, type, etc).
  • To set up a reminder for this new task, click the dropdown in the Email reminder section to select a date for your reminder.
  • If you'd like to change the time of your reminder, click the time in the Email reminder section and select a new time from the dropdown.
  • Click Save Task.

You will also have the option to create a follow up task when logging an email or call on a contact record. To do this, follow the instructions below:

  • Within the record, click Email or Call and enter the relevant information.
  • Before saving, click the checkbox next to Create a task to follow up and choose your time.

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