Aug 12, 2026
Edit HubSpot Next Step from deal views and review future scheduled calls, meetings, and tasks.
Last updated
Next Step is now available as a column in deal views and on the Deal form. You can edit the HubSpot Next Step property in Data Parrot, and each saved change immediately updates the deal in HubSpot.
A smarter Next Step
Next Step also shows future scheduled activities for the deal, including calls, meetings, and tasks.
An activity indicator displays the number of scheduled activities. Select it to see each activity's available details, including its title, description, scheduled date and time, owner, and status.
The same scheduled activities appear below the editor when you update Next Step. The HubSpot Next Step text and scheduled activities remain separate, so editing the text does not change the scheduled activities.
Where to find it
Open Deals and use the Next Step column, or open a deal and find Next Step with the other editable HubSpot fields on the Deal form.
Next Step also appears for open deals in AI Forecast, where it is read-only.
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