Overview
Automatically manage tasks in bulk in HubSpot workflows.
Features 3 workflow actions that can:
- Bulk reassign tasks
- Bulk complete tasks
- Bulk delete tasks
Prerequisites
Before proceeding, make sure you have signed up for a Growth Operations account here. You’ll also need access to the workflows tool as part of your HubSpot subscription.
Installation
You can install the app by visiting app.growth-operations.com, selecting the integrations tab, clicking “Add a new integration”, and then the install button:
Installing the app will automatically sign you up for a freemium plan, which includes all features of the app The first 50 runs through the service are free each month. Next step is authorizing HubSpot.
Authorization
On the authorization screen, click the “Connect” button to authorize HubSpot.
This will take you to hubspot.com to select your desired portal to connect to and to approve the necessary permissions.
Once you are connected, the installation is complete!
Usage
You can now use the custom workflow actions on contacts, companies, deals, tickets, or even custom objects within your HubSpot account.
Click the link below to watch a full tutorial on how to use Task Assistant:
Uninstallation
In order to uninstall the Task Assistant app, follow the steps provided in this article regarding uninstalling connected apps.
Note: Uninstalling the app will not delete any of your existing data, however, it will impact your ability to use the functionality described above.
Cancellation
If you wish to cancel your subscription, you’ll first need to log-in to your profile within app.growth-operations.com.
Then, on the left-hand menu, select Account & Billing.
This will bring you to where you can see all of your active subscriptions.
Click cancel plan on the right to complete your cancellation.
Support
For any additional inquiries or feature requests, please submit your feedback to info@growthoperationsco.com