Sync action items & tasks to Hubspot

How to set up automatic task creation in Hubspot

After a meeting, Garba automatically identifies any action items decided during the discussion. These action items are displayed in the Overview tab of the meeting.

Automatic Sync to HubSpot

Garba can also sync action items directly to HubSpot, ensuring they are tracked and followed up on.

User-Level Control

🔹 Note: This setting is controlled per user, not at the account level.

To enable automatic syncing for a specific user:

  1. Go to Settings > User > Settings

  2. Locate the "Sync Action Items to HubSpot" option

  3. Toggle the setting ON

  4. Set a default due date (this will apply when no specific due date is found for an action item)

Once enabled, action items will automatically sync to HubSpot, helping teams stay organized and on track!

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