How To Add a Task to the User Contact in HubSpot When User Makes a Purchase
With the help of Spiffy's powerful integration with HubSpot you can add a task to the users' contact record in HubSpot when user makes a purchase using Spiffy checkout. In this short tutorial guide we will show how you can setup Spiffy to add task to the user record in HubSpot upon successful purchase
1) In your checkout editor go to "Integrations" and click the "Add Action" button
2) Select the "Purchase" event
3) Click the HubSpot integration from the the list as shown below...
4) Select "Add Task" option
5) Add the task details including the title, description and whom the task should be assigned and then click the "Finish" button
Congratulations! You've successfully setup your Spiffy checkout to add task to the user's record in HubSpot upon successful purchase.
If you need help on how to integrate HubSpot with your Spiffy, you can checkout this tutorial.
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