Keep Track of Tasks with HubSpot's Automated Workflows

 

It can be difficult to keep everyone aligned on what needs to be done and when, especially when tasks pile up or deadlines are missed. HubSpot's task-centred workflows offer a practical solution to this challenge by automating task management and notifications.

These automated workflows can help teams handle their daily responsibilities. For instance, sales teams can set up workflows that automatically alert managers when follow-up tasks remain incomplete after 48 hours. Similarly, when high-priority tasks are completed, the system can instantly notify relevant stakeholders, ensuring everyone stays informed without constant manual updates.

 

By automating task monitoring and notifications, teams can spend less time on task management and more time on valuable activities like building client relationships. This automation also eliminates the need for constant supervision while ensuring important tasks don't slip through the cracks.

💡 If you want to improve the way your team works or need help getting started with HubSpot’s task automation, send a message to hubspot@actuado.com, we’d love to help!