At a glance

Create a HubSpot Task directly from a NEXT AI Recording, Highlight, or Cluster—so follow-ups live in CRM with the evidence link back to NEXT AI. You can set title, due date, priority, status, task type, owner, and associate the task to the right Company/Contact.

HubSpot Tasks are standard CRM objects with writable properties like hs_task_subject, hs_timestamp, hs_task_priority, etc.

Why connect HubSpot Tasks?

Tasks turn insight into workflows, todo's and actions. Shipping a task with the original context + source link means Sales, Customer Success, and Product all work from the same truth—no copy-paste, no lost trail.

What gets created

Object in HubSpot: Task (CRM) with optional associations to Companies and/or Contacts.

Default field mapping (editable before send):

NEXT AI field	HubSpot Task property
Title	hs_task_subject
Description (includes evidence link to NEXT AI)	hs_task_body
Due date	hs_timestamp
Priority	hs_task_priority (LOW/MEDIUM/HIGH)
Status	hs_task_status (NOT_STARTED/COMPLETED)
Task type	hs_task_type (EMAIL/CALL/TODO)
Assignee	hubspot_owner_id

(These are standard Task properties in HubSpot’s CRM Tasks API.)

Associations: Tasks can be associated to Companies/Contacts using HubSpot’s Associations API (v4) so the task shows up right on those records.

Connect HubSpot

In NEXT AI, click your profile photo (top right) → Settings → Integrations → HubSpot → Connect.
You’ll be redirected to HubSpot OAuth. Choose the correct HubSpot account and approve the requested scopes (includes Tasks write; read scopes may be requested to let you search/associate Contacts/Companies).
You’ll return to NEXT AI with HubSpot connected.

HubSpot uses OAuth 2.0 with scopes to grant granular access; consent happens during connection.

Create a HubSpot Task (manual)

Open a Recording, Highlight, or Cluster in NEXT AI.
Click Share → HubSpot Task.
Fill in the Task fields (title, due date, type, priority, status, owner).
(Optional) Associate to a Company/Contact (search by name/email/domain).
Send.

NEXT AI creates the Task and associates it to selected records so the task appears on the relevant Company/Contact timeline in HubSpot. (Associations are made via HubSpot’s CRM Associations API.)

Auto-create tasks

You can also set up a rule in NEXT AI to auto-create a Task when a condition is met (e.g., “Critical bug cluster” or “VIP negative sentiment”). The automation uses the same field mapping and can auto-associate based on known account/contact context.

Tips

Make it actionable: keep hs_task_subject short; put context and the NEXT AI evidence link in hs_task_body.
Own the follow-up: set hubspot_owner_id to the right assignee at creation time to avoid orphaned tasks.
Rate limits: large automations/backfills should respect HubSpot API usage limits; add backoff if you see 429s.

Troubleshooting

“Insufficient scopes” during connect → Re-connect and approve the missing scopes (Tasks write; plus any reads needed for associations).
Task created but not visible on a record → Ensure you associated the task to the relevant Company/Contact (you can add associations after creation via the Associations API).
Owner/assignee didn’t stick → Verify the chosen owner’s hubspot_owner_id is valid in your portal (you can edit the task in HubSpot if needed).
429s (rate-limited) → Stagger automation bursts and implement retry/backoff per HubSpot’s usage guidelines.

FAQ

Q: What exactly does NEXT AI create?

A HubSpot Task with your chosen fields (title, due, priority, type, owner, status), a description containing context and a NEXT AI evidence link, plus associations to the selected Company/Contact.

Q: How does authorization work?

NEXT AI uses HubSpot OAuth. During connection you approve the requested scopes so NEXT AI can create tasks (and, if enabled, search/associate records).