HubSpot is an inbound marketing and sales
platform that enables you to grow traffic,
convert leads, and close deals.
Within HubSpot, you can create
projects directly from deals and automatically
add all of the
contacts to your Teamwork site.
Setup
requirements
To
enable and use the integration, you
will need to install the Teamwork Chrome
extension and log in to it
using the relevant Teamwork account
you want to use with HubSpot.
The account you sign in with should also have HubSpot enabled at site-level.
You will
also need to have tags enabled in your
Teamwork site settings.
- A HubSpot tag is specially reserved for this integration. Therefore, "HubSpot" cannot be set as the tag name when you create tags on your site.
Note: The
HubSpot integration is
available on the per-user
Premium/Grow plans and above, as
well as certain legacy
plans.
While viewing a deal in HubSpot,
click the Teamwork icon to the right of the
deal name and New Project for This
Deal.
In the Create a Project modal, fill in the
details as required. If you wish to sync the
contacts that are in the deal to the project
itself, select Sync HubSpot contacts
from this deal.
Once you click Create Project, a link
to the project will be added to the
integration dropdown in HubSpot.
The project will be added to your
connected Teamwork site with a HubSpot icon
highlighting the link.
You will find your HubSpot deal
contacts in the People section of your project
in Teamwork. They are added to your site as
contacts in a new HubSpot Contacts
company.
Note: Items can only be created
from HubSpot to Teamwork, not from Teamwork to
HubSpot.
For more information, see: Enabling the HubSport
Integration on Your Site