How to automatically create tasks on HubSpot from meeting action items

Keeping track of follow-ups shouldn’t mean extra work after every meeting. With HubSpot + Fireflies, you can automatically turn meeting action items into HubSpot tasks—so nothing slips through the cracks.

This guide shows you how to enable task creation once, so Fireflies handles follow-ups for every future meeting.

🔑 Before You Start

Make sure you’ve already set up the HubSpot + Fireflies integration.

📌 If you haven’t connected HubSpot yet, follow the HubSpot integration setup guide first.

⚙ Enable Task Creation from Meetings

Fireflies can automatically create HubSpot tasks based on action items discussed during meetings. Here’s how to turn it on:

Step 1: Go to your HubSpot integration settings and select Send meeting data to HubSpot.

Step 2: Scroll down to Create tasks from meeting action items. This option is off by default.

Step 3: Turn the toggle on to automatically create HubSpot tasks from action items discussed in your meetings.

Step 4: Click Save to apply your changes and activate automatic task creation.

✅ What Happens Next?

After your next meeting:

• Fireflies automatically identifies action items from the conversation

• Each action item is created as a task in HubSpot

How to see your tasks in HubSpot

1. Open your HubSpot dashboard and click Tasks.

   

2. You’ll see all the meeting action items listed there as tasks.

   

📚 Related Guides

• How to save meeting notes under HubSpot Deals -> Learn how Fireflies attaches meeting notes directly to your HubSpot deals.

• Save meeting notes under HubSpot Contacts -> Automatically log meeting summaries and transcripts under the right contacts.

• How to send AI Skill outputs to HubSpot -> Push insights generated by Fireflies AI Skills directly into HubSpot records.