How to Create a Task in HubSpot (2026 Guide)
How to create a task in HubSpot from a record or the Tasks tool: task types (call, email, to-do), due dates, reminders, queues, and associating to contacts and deals.
Sales
4 posts
How to Log a Call in HubSpot (2026 Guide)
How to log a call in HubSpot: record call activity on a contact or deal, set call outcomes, call from HubSpot vs logging manually, associate records, and add notes.
How to Send an Email in HubSpot (2026 Guide)
How to send email in HubSpot: 1:1 sales emails from a contact record with a connected inbox, plus the Marketing Email tool for bulk sends, templates, and free vs paid.
How to Create a Deal in HubSpot (2026 Guide)
Create deals in HubSpot from the Deals dashboard, a contact record, or a company record. Covers pipelines, stages, associations, and tier limits.