Does taskCNX edit my HubSpot contacts?

No. taskCNX only ever writes to HubSpot tasks, never to a contact, company or deal. HubSpot keeps tasks under its contacts permission, which is why taskCNX asks for read and write there. On a task it writes back only completion, due date and priority, plus a time of day on the due date for reps who turn on scheduling, and notes edited in To Do if the account owner turns on notes sync. If the account owner turns on follow-up tasks, it also creates one new task when a task tagged #follow-up is completed.

Does taskCNX put tasks on my calendar?

No. HubSpot tasks arrive as real Microsoft To Do tasks, with reminders, in their own list. taskCNX never creates a calendar event or writes to anyone's calendar.

What does my Microsoft 365 admin have to approve?

If your organization restricts app consent, your admin sees Microsoft's own admin consent screen. It lists every permission taskCNX asks for: each rep's To Do tasks and basic profile, and optionally read-only free/busy. It names sthreelabs LLC as the verified publisher. taskCNX has no access to mail, files, Teams or your directory.

Does taskCNX work with Microsoft Planner?

No. taskCNX syncs HubSpot tasks with Microsoft To Do, which is also the task list in Outlook. Planner plans are separate and aren't synced.

Which Microsoft account do reps need?

A Microsoft 365 work account with Exchange Online, because Microsoft To Do stores tasks in the mailbox. Microsoft 365 Business Basic is enough. Personal Microsoft accounts such as outlook.com and hotmail.com can't be used.

Can a task created in Microsoft To Do become a HubSpot task?

No. Tasks start in HubSpot. A task typed straight into To Do has no CRM record to attach to, so it stays in To Do. Completing or rescheduling a synced task in To Do does update HubSpot.

taskCNX: Sync HubSpot tasks to Microsoft To Do and Outlook

What reps get

Two-way sync: Check it off in To Do and it completes in HubSpot. Reschedule either side and both stay current.
Tasks, not calendar events: They arrive as real To Do tasks. taskCNX never creates a calendar event or writes to anyone's calendar.
Reminders that fire: Every due date becomes a real To Do reminder instead of a line in a queue.
Context, not just a title: The linked contact, company or deal, plus a link back to the record. No more “follow up with… who?”
Notes that reach HubSpot: Type a note under a task in To Do and it's saved to that task in HubSpot. Your HubSpot admin switches this on.
Follow-ups that write themselves: Type #follow-up in a task's notes. Complete the task and the next one is created in HubSpot, due three working days later. The owner of your HubSpot account switches this on.
Only its own list: taskCNX manages one list. My Day, personal lists and categories are never touched.
Reassignment follows the task: Reassign in HubSpot and the task moves to the new owner's list.
There on day one: Connect Microsoft and your open HubSpot tasks show up immediately.

Running in three steps

1
Your HubSpot admin adds it
One click on Add to HubSpot.
2
They share the team link
Reps who want their tasks in To Do open it.
3
Each rep signs in with Microsoft once
Their open HubSpot tasks appear in To Do right away.

If your IT restricts Microsoft app consent, the first person to connect gets a link to send your Microsoft 365 admin. It opens Microsoft's own admin consent screen, which lists every permission taskCNX asks for and names sthreelabs LLC as the verified publisher, and your admin can approve or decline it there. Once approved, everyone else connects with no prompt. What IT will see · Security details

Not the HubSpot admin? Email this page to them.

Eight tasks due today. Eight alerts at 9:00.

Optional, and off until a rep turns it on. HubSpot tasks made with just a date all land on the same time. taskCNX can give them real times across the day instead.

Date-only tasks, as HubSpot sends them

9:00Send proposal: ACME Corp
9:00Follow up: Globex
9:00Call back: Northwind
9:00Check in: Initech
9:00Renewal call: Contoso
9:00Demo recap: Fabrikam
9:00Quote follow-up: Tailspin
9:00Intro email: Litware

The same tasks, placed into the gaps

9:00Team standup
9:30Send proposal: ACME CorpHigh
10:00Follow up: Globex
10:30Call back: Northwind
11:00Client call
1:00Check in: Initech
1:30Renewal call: Contoso
2:00Pipeline review
3:00Demo recap: Fabrikam
3:30Quote follow-up: Tailspin
4:00Intro email: Litware

Illustrative day.

Space them out, queue them into hours you choose, or drop them into the gaps between meetings, highest priority first.
The time goes on the task itself, so HubSpot's own calendar sync shows the day as blocks. Due dates never move.
Each rep's choice, off by default. Setting a time yourself takes that task back for good.

What it can see, and why

For the HubSpot admin: every permission taskCNX asks for, in plain words.

Tasks: HubSpot keeps tasks under the contacts permission, so taskCNX asks for read and write there. It only ever writes to tasks, never to a contact, company or deal. It reads tasks and writes back only completion, due date and priority, plus a time of day on the due date for reps who turn on scheduling, and notes edited in To Do if the account owner turns on notes sync. If the account owner turns on follow-up tasks, it also creates one new task when a task tagged #follow-up is completed.
Company and deal names: Read-only. Shown on each task in To Do so reps know what it's for.
Owners: Read-only. Matches each rep to their own tasks.
Microsoft: Each rep's profile and their To Do tasks. Optionally, read-only free/busy for calendar-aware timing: never meeting names, places or people. That box is ticked when a rep connects, and they can untick it.

No access to mail, files, Teams or your directory.

Questions admins ask

Does taskCNX edit my HubSpot contacts?: No. taskCNX only ever writes to HubSpot tasks, never to a contact, company or deal. HubSpot keeps tasks under its contacts permission, which is why taskCNX asks for read and write there. On a task it writes back only completion, due date and priority, plus a time of day on the due date for reps who turn on scheduling, and notes edited in To Do if the account owner turns on notes sync. If the account owner turns on follow-up tasks, it also creates one new task when a task tagged #follow-up is completed.
Does taskCNX put tasks on my calendar?: No. HubSpot tasks arrive as real Microsoft To Do tasks, with reminders, in their own list. taskCNX never creates a calendar event or writes to anyone's calendar.
What does my Microsoft 365 admin have to approve?: If your organization restricts app consent, your admin sees Microsoft's own admin consent screen. It lists every permission taskCNX asks for: each rep's To Do tasks and basic profile, and optionally read-only free/busy. It names sthreelabs LLC as the verified publisher. taskCNX has no access to mail, files, Teams or your directory.
Does taskCNX work with Microsoft Planner?: No. taskCNX syncs HubSpot tasks with Microsoft To Do, which is also the task list in Outlook. Planner plans are separate and aren't synced.
Which Microsoft account do reps need?: A Microsoft 365 work account with Exchange Online, because Microsoft To Do stores tasks in the mailbox. Microsoft 365 Business Basic is enough. Personal Microsoft accounts such as outlook.com and hotmail.com can't be used.
Can a task created in Microsoft To Do become a HubSpot task?: No. Tasks start in HubSpot. A task typed straight into To Do has no CRM record to attach to, so it stays in To Do. Completing or rescheduling a synced task in To Do does update HubSpot.

Reserve seats. Pay for the ones that connect.

Set a seat limit up front so a forwarded link can't sign up your whole company, then get billed only for the teammates who actually turn it on.

Set your cap: Reserve up to 30 seats on Team at checkout and change it anytime. Anyone past your limit is blocked, and we email you to approve them.
$7 per connected user: A month, never for empty seats. Someone leaves, the bill drops. Your maximum is your cap × $7.
Or go flat: Business is $199 a month for up to 100 users, so past 28 users it's the cheaper plan. Switch up or down anytime.

All plans, including annual pricing

Not on Microsoft To Do? Tell us what you’d sync instead (Google Tasks, Google Calendar, Todoist, anything) and we’ll email you when it’s ready.

Your HubSpot tasks, right in Microsoft To Do and Outlook

What reps get

Running in three steps

Your HubSpot admin adds it

They share the team link

Each rep signs in with Microsoft once

Eight tasks due today. Eight alerts at 9:00.

What it can see, and why

Questions admins ask

Reserve seats. Pay for the ones that connect.

Stop losing follow‑ups between tabs