How to Import Tasks into HubSpot and Get Assignees Notified

Published 09 November 2018

Description

Add tasks into HubSpot in bulk using CSV import. Use Import2 Wizard simple mappings step to ensure team members are assigned and notified of the tasks that you add.

1. Connect your HubSpot account

2. Upload your CSV file containing the task data, including the assignee and the date/time you wish to send the task notification

3. Complete the field mappings, including the "assigned to" and "email reminder" fields

4. See the data inside HubSpot, on the record timeline as well as in the team member task dashboard

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. Learn more
Your familiar CSV import, but better
Import2 Wizard helps you bring the data you want into the tools you use - whether it be contacts, accounts, deals, tickets, customers, emails, tasks, notes and more. Learn more
Business Data Glossary
We know that talking about data could be confusing. Here is a list of terms for you to get up to speed. Learn more