Context

When navigating the HubSpot integration settings in Topo, you may notice a tab related to task syncing and wonder what it does and how it works.

Answer

The Tasks Sync tab in the HubSpot integration settings allows you to sync tasks created in Topo directly to HubSpot CRM. When this option is enabled, any task created in Topo will automatically be created in HubSpot as well, including details about the lead, the sequence, and more.

When does a task appear in HubSpot?

Tasks are created in HubSpot based on the following triggers:

• When a lead reaches a call step in a sequence: a call task is automatically created in HubSpot with the status Open.

• When a lead replies to an email or LinkedIn message: a reply task is created in HubSpot to signal that action is required from your team.

Bidirectional sync

Task sync works in both directions:

• Completing a task in HubSpot automatically marks it as complete in Topo.

• Completing a task in Topo automatically marks it as complete in HubSpot.

Your team can work from whichever tool they prefer without any risk of tasks falling out of sync.

Task types available to sync

You can control which task types are synced to HubSpot:

• Email reply

• Call

• LinkedIn reply

Toggle on the types you want to sync. Topo will automatically push those tasks to HubSpot whenever they are created.