This is a YouTube video titled "Manage HubSpot tasks directly on LinkedIn | CRM Integration" created in October 2024. It features a single speaker named Miles who demonstrates how to create and manage HubSpot tasks directly from LinkedIn using the Surf tool, explaining the process step-by-step and offering support options.
Hi Miles here and welcome to Surf. In this video let me show you how you can create and manage your HubSpot tasks directly from LinkedIn. First on the right side you'll see the Surf Notch and Task button. Click on it to view your tasks, create new ones and manage them. Then click on Create New Task, enter the task details such as the name of the task, set a due date, choose the priority so that Surf can arrange them based on urgency, assign them to co workers and hit Create. Surf will automatically sync this task with HubSpot so that it's always up to date. You can also add a task directly from their LinkedIn profile like so. You can view all of your tasks in the Task side panel, so just click on one to update its status or edit the details and any changes will be reflected in HubSpot. If you have any questions or need any assistance, our support team is here to help or you can use our help center on the website.
