Automatically Close Tasks in HubSpot After a Call

Overview

The JustCall-HubSpot integration enables automated task management by closing specific HubSpot tasks based on call outcomes, improving efficiency and ensuring tasks update automatically.

Note: This feature requires a Pro Plan or higher.

How the Automation Works

Once a call ends and a selected outcome is logged:

1. JustCall searches for "Call" type tasks linked to the HubSpot contact associated with the call
2. Tasks not marked as "Closed" are evaluated against chosen criteria
3. The appropriate task closes based on the configured rule

Enabling Task Closing Automation

Step 1: From the Dashboard, select Integrations in the left menu

Step 2: Navigate to My Active Integrations tab and find the HubSpot integration

Step 3: Click the Configure button on the HubSpot integration box

Step 4: You'll be redirected to HubSpot settings

Step 5: Click the Advanced Settings section

Step 6: Toggle on "Track and generate reports basis call outcomes in HubSpot" to enable HubSpot Call Outcomes (prerequisite for task closing)

Step 7: Scroll down to "Automatically close tasks of type 'Call' in HubSpot" settings

Step 8: Configure the automation rule:

• Select JustCall call outcomes that trigger task closure
• Select HubSpot call outcomes that trigger task closure
• Choose criteria from dropdown options

Step 9: Click Save Changes; optionally apply settings across all team members

Available Criteria Options

• None - No tasks close
• Due Today - Close tasks due today (most recent if multiple)
• Due Today (Created via Sequence) - Close sequence-created tasks due today
• Oldest Due - Close tasks with oldest due date prior to current date
• Oldest Due (Created via Sequence) - Close sequence-created tasks with oldest due date

Important Notes

• Multiple call outcomes can be selected
• Rule activates with at least one outcome and one criterion selected
• "Task due today" status evaluates based on UTC timezone
• If "None" is selected, no tasks will close