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 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

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