---
title: Set reminders to follow up in HubSpot CRM
description: This self-paced track will teach you how to create tasks and task queues in HubSpot CRM.
---

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# [![Hubspot](https://137828.hs-sites.com/hs-fs/hubfs/resources/img/HubSpot_Logo_2x.png?width=125&height=46&name=HubSpot_Logo_2x.png "Hubspot") Academy](https://academy.hubspot.com/)

Contacts

**Set reminders to follow up with leads**

Time Estimate: 10 Minutes

This self-paced track will teach you how to use HubSpot Sales tools to know the second a lead opens an email, send a perfectly timed follow-up, create tasks to follow up and close deals faster than ever.

[Start the Learning Track](https://137828.hs-sites.com/learning-track/set-reminders-to-follow-up-with-leads#start)

# Step #1: Connect your inbox & install the Sales Extension

After completing this step you will be able to:

- Track who opens your emails
- Get notified when prospects open your email
- Automatically add contacts to your CRM
- Automatically log emails in your CRM
- Send email from HubSpot

Watch the video to learn how to install the email extension and connect your **Gmail** or **Office 365**. For information on connecting your inbox using **IMAP**, please see [this article](https://knowledge.hubspot.com/articles/kcs_article/email-notifications/how-can-i-connect-my-inbox-with-hubspot-sales-using-imap).

 

[Setup my Email Integrations](https://app.hubspot.com/l/sales-products-settings/email/)

# Step #2 Learn how to create reminders with Tasks

**Tasks are a sales rep's to-dos.**

The tasks tool in the HubSpot CRM helps you keep track of your to-do list and easily access the records associated with each task.

If you're a sales rep and you're trying to sell your widget to Acme Corp, you might create a task on Acme Corp's company record in your CRM that simply reminds you to follow up with the Acme team.

**Task Queues are like playlists for a sales rep’s to-do’s.**

 Simply create a task queue for a certain category of to-dos. It could be based on time zone, territory, priority, or anything else you choose. Add tasks to a queue. Press play. Run through your tasks.

 

# Step #3: Create Tasks and Task Queues

**Tasks are associated** with contacts, companies, or deals in HubSpot CRM. A task could take the form of "Call Andy," "Email HubSpot," or "Follow up with Deal X."

**Tasks have due dates.** Tasks are designed to be executed on a certain day.

**Tasks are assigned to owners.** If you're a sales rep, you can create tasks for your own follow-up. When you create a task, it's assigned to you by default. Alternatively, your manager can create tasks for you, to keep you accountable on your biggest deals.

**Tasks have types.** Call, email, and to-do are the three types to choose from when creating a task. The type of the task determines where you're taken when you go to complete the task.

Read more:  
[How to use tasks](https://knowledge.hubspot.com/getting-started-with-the-crm-and-sales/how-to-use-tasks)   [How to use task queues](https://knowledge.hubspot.com/articles/kcs_article/tasks/how-to-use-task-queues-in-hubspot-crm)  
[Can I automate task reminders in the HubSpot CRM?](https://knowledge.hubspot.com/articles/kcs_article/tasks/can-i-automate-tasks-in-the-crm)

 

[Take me to my Tasks](https://app.hubspot.com/l/sales/tasks)

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