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Getting started

1. Install in HubSpot

A HubSpot admin adds taskCNX from the Marketplace (or the Add to HubSpot button) and approves the requested access. This connects your portal — you only do it once for the whole team.

2. Share the connect link

After installing, you’ll get a link. Send it to anyone on your team who wants their tasks synced.

3. Connect Microsoft

Each person opens the link and signs in with their Microsoft account. taskCNX creates a taskCNX list in their To Do and backfills their open HubSpot tasks. That’s it.

How the sync works

• HubSpot is the source of truth. Tasks are created in HubSpot; To Do is where you work them.
• Two-way for what matters. Completing a task or changing its due date in To Do updates HubSpot, and vice-versa.
• Reminders. Every due date becomes a To Do reminder so follow-ups actually ping you.
• Reassignment. If a task is reassigned in HubSpot, it moves to the new owner’s list automatically.
• Deletions. Deleting a synced task in To Do won’t delete it in HubSpot — it’ll come back on the next sync. Delete it in HubSpot to remove it everywhere.

FAQ

Can HubSpot sync tasks to Microsoft To Do on its own?

No. HubSpot's native Outlook integration syncs tasks to your Outlook calendar as agenda items — it doesn't create real tasks in Microsoft To Do, so they never appear in My Day or your task list. That gap is what taskCNX fills. See all the options compared.

Can Zapier sync HubSpot tasks to Microsoft To Do instead?

Partly. Zapier can create a Microsoft To Do task when something happens in HubSpot, but it's one-way — updating existing tasks isn't directly supported. Completing a task in To Do won't complete it in HubSpot, and a due-date change in HubSpot won't update the task already in your list, so the two drift apart. taskCNX syncs both directions.

Which tasks sync?

Open tasks assigned to a connected user. Completed tasks stay visible for a few days, then leave the list.

Does it change my other To Do lists?

No. taskCNX only touches its own taskCNX list. Your My Day, other lists, and categories are never modified.

Can I rename the taskCNX list?

Yes. Rename the list to whatever you like in Microsoft To Do — the sync keeps working, because taskCNX follows the list by its ID, not its name. (If you delete the list entirely, taskCNX recreates a fresh one on the next sync.)

Who can pay, and how do I set a billing admin?

Billing is handled by one account owner — by default, whoever installed taskCNX in HubSpot. If someone else should pay, such as a manager or finance admin, the owner opens Manage billing from their portal and sends a billing invite to that person’s email. They get a secure link to take over billing and add a payment method — without connecting Microsoft or using a seat. Ownership only changes once they open the link, so a mistyped address can’t lock anyone out.

My company requires admin approval for Microsoft apps — what then?

Many organizations require an IT admin to approve new Microsoft apps. If yours does, you’ll see a “needs admin approval” message when you try to connect. taskCNX gives you a one-time approval link to send your Microsoft 365 / Entra admin — once they approve, everyone on your team can connect with no further prompts. taskCNX only requests permission to read your profile and manage your to-do tasks (Tasks.ReadWrite, User.Read), plus offline access to keep syncing.

How do I stop syncing?

Uninstall taskCNX in HubSpot. The connection is disabled immediately and no further tasks sync.

Need a hand?

Contact us or email [email protected].