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How to integrate HubSpot Task Tracker

Task Tracker, HubSpot

Vlad Zhigulin avatar
Written by Vlad Zhigulin
Updated over 3 years ago

There are two ways of using the HubSpot in Standuply

1. Surveys about HubSpot tasks

2. Answering questions via selecting tasks from HubSpot

But the first step for both of these use cases is the same.

Adding HubSpot as your Task Tracker and doing the authorization


How to do Surveys about HubSpot tasks

After you made your Survey Report and integrated HubSpot as your Task Tracker for this report, you will get this menu:

After setting a needed Project, Columns, Status of Tasks, Number of Task, you can also set Assignees for the tasks.

You can always apply the same settings to every respondent on the report by clicking on Apply to All button.

This is how Surveys on the HubSpot tasks look in Slack

This is how Surveys' results look in HubSpot


How to make a report with the questions based on your HubSpot Task

After creating a new report, change the question type to "Task Response."

After setting a needed Project, Columns, Status of Tasks, you can also set Assignees for the tasks.

Since the respondents of this report will basically give their answers to certain tasks from HubSpot, they can always choose what tasks they want to answer by choosing it from the "Select item" dropdown when the report just was started.
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This is how a report with the questions based on your HubSpot task looks in Slack.

This is how the report's result looks in HubSpot.

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