Summary
Explains how to create tasks in HubSpot based on Accoil Analytics engagement triggers, automatically assigning tasks to the relevant team members.
How this helps
Automates task creation based on user or account engagement, ensuring timely follow-up and personalized engagement.
With Accoil Analytics's Hubspot Automations, you can automatically create tasks for your team based on any engagement triggers created in Accoil Analytics.
Creating a Hubspot Automation - Tasks
Creating tasks in Hubspot when specific Accoil Analytics triggers are hit is a great way to keep your team focused on the most important users and accounts. To create a Hubspot Workflow, you simply need to:
1: Add a new Automation via workspace "Settings"
From the left-hand navigation, click "Automation" under Product Settings
2: Name your automation and assign the relevant workspace
3: Set a Trigger and configure your trigger
4. Select Hubspot
5. Select "Create task"
Step 6. Enter the Task Title and add any Notes you want to add to the task
Step 7. Confirm task looks like you want it to and then click Set Live
To whom will tasks be assigned?
Accoil Analytics will automatically assign tasks to the Hubspot user or account owner assigned to the user or account triggered by the Workflow. This will happen automatically.
If a user/account does not have a Hubspot owner, then it will go into Hubspot as an unassigned task.
When will the tasks be due?
Accoil Analytics sets a dynamic due date for any task created for 1 day after the Automation is triggered. This means, if you, for example, have a set-up to create a follow-up task for any account that reaches 50% activation, that task will have a due date for 1 day after it reaches 50% activation.