How To Add a Task to the User Contact in HubSpot When User Purchases and Upsell Product
With the help of Spiffy's powerful integration with HubSpot you can add a task to the users' contact record in HubSpot when user purchases an upsell 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 purchasing an upsell product.
1) In your checkout editor go to "Integrations" and click the "Add Action" button
2) Select the "Purchase Upsell" 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 purchasing an upsell product.
If you need help on how to integrate HubSpot with your Spiffy, you can checkout this tutorial.
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