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Creating HubSpot tasks from your action items

Updated

Overview

Read turns the action items from your meetings into HubSpot tasks, so nothing falls through the cracks. Pushing action items straight to HubSpot helps you follow up, keeps everyone accountable, and keeps your CRM up to date without copying and pasting.

Prerequisites

  • Your Read account must be connected to HubSpot (see Connecting Your Read Account to HubSpot).
  • You must have permission to create tasks in HubSpot.
  • This feature is available on Read's Pro, Enterprise, and Enterprise+ plans.

How it works

  • Read automatically finds action items in your meeting transcripts and summaries.
  • You can review, edit, and choose which action items to send to HubSpot as tasks.
  • Tasks created in HubSpot can be linked to a contact, company, deal, or other record, and you can manage them like any other HubSpot task.

Step-by-step instructions

  1. Review action items
    • After your meeting, open the meeting report in Read.
    • Scroll to the Action Items section to see the follow-ups Read found.
  2. Create HubSpot tasks
    • Hover over each action item you want to track and click the HubSpot icon (Create HubSpot task).
    • In the Create HubSpot Task window, review and edit the task details, such as title, description, due date, and assignee. Tasks are assigned to you by default, or to the user who set up your Workspace integration.
    • Fill in any required fields, such as the due date.
    • Optionally, choose HubSpot records to associate the task with.
    • Click Create to send the task to HubSpot.
  3. Manage your tasks in HubSpot
    • The new task appears in HubSpot, linked to any records you selected.
    • You can update, complete, or reassign the task in HubSpot.

Tips & best practices

  • Edit task details before you send them so each task is clear and assigned to the right person.
  • Use this feature to keep your CRM aligned with meeting outcomes and drive timely follow-up.
  • You can create multiple HubSpot tasks from a single meeting report.

Troubleshooting

  • If you can't select the option to create HubSpot tasks, check that the integration is active and you have the right permissions.
  • If a task doesn't appear in HubSpot, refresh HubSpot and check that it was associated with the correct record.
  • If you're still having trouble, please contact Read Support.

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