✔ Available
on Grow and Scale
subscriptions 1
What | Link HubSpot deals, blog
posts, and direct URLs (ex. to
tasks, tickets, contacts) to
Teamwork.com projects,
milestones, and tasks.
Leverage the Teamwork.com
Chrome extension to create
Teamwork.com project
items from HubSpot. |
Why |
|
Who |
|
When | You want visibility over
active HubSpot deals within
Teamwork as your internal team
carries out associated
work. You want to create
trackable
work in
Teamwork.com as key deal
activity happens in
HubSpot.
|
What | Link HubSpot deals, blog
posts, and direct URLs (ex. to
tasks, tickets, contacts) to
Teamwork.com projects,
milestones, and tasks.
Leverage the Teamwork.com
Chrome extension to create
Teamwork.com project
items from HubSpot. |
Why |
|
Who |
|
When | You want visibility over
active HubSpot deals within
Teamwork as your internal team
carries out associated
work. You want to create
trackable
work in
Teamwork.com as key deal
activity happens in
HubSpot.
|
Before you
start
- The HubSpot integration must be set
up (both at site and
individual level) before you can use the
HubSpot integration.
- HubSpot is
a
special tag reserved for the
HubSpot integration.
Therefore, "HubSpot" cannot be
set as the name of any tags
created by users on your site.
- Tags must be enabled at
a site level to use
the integration
features.
💡 Want to automate
deal
creation? Check out HubSpot
automations.
Link HubSpot items
from Teamwork.com
Use the HubSpot icon (on a project) to
connect HubSpot
items to individual projects.
- Click Jump to in
Teamwork.com's main navigation
menu.
- Search for and select a project.
- Click the ellipsis (...)
on the
project name's right.
- Switch to the Quick
add tab.
- Select Add HubSpot link.
- Choose the HubSpot item type you want
to link to (deal, blog, other).
- Select the individual item to
link (e.g.
the particular deal
you want to
link). If
you selected "Other," paste the
relevant HubSpot URL.
- Click Create Link.
The Teamwork.com project has an
easily accessible link to the HubSpot
item. Hover the HubSpot icon on the
project
name's right to view (and access) the
linked item.
Another
option...
You can link milestones and tasks to
HubSpot items too. Here's how to link a
HubSpot item to a Teamwork.com
milestone.
- Click Jump to in
Teamwork.com's main navigation
menu.
- Search for and select a project.
- Select Milestones from the
project's navigation menu.
- Hover over the HubSpot icon beside the relevant milestone.
- Select Link to
HubSpot.
- Choose the HubSpot item type you want
to link to (deal, blog, other).
- Select the individual item to
link (e.g.
the particular deal
you want to
link). If
you selected "Other," paste the
relevant HubSpot URL.
- Click Create Link.
The milestone has an easily
accessible link
to the HubSpot item. Hover
over the HubSpot icon beside the milestone
to
view
(and access) the
linked item.
💡 To view
links to Teamwork.com
items in
HubSpot: open a HubSpot item (ex. a
deal), then open the Teamwork.com
menu. This is powered by the
Teamwork.com Chrome
extension — see the
next section.
Create Teamwork.com
projects and
project items from HubSpot
📝 Install the
Teamwork.com Chrome extension in
order to use
Teamwork.com within HubSpot. A
Teamwork.com menu is added to
HubSpot via iFrame.
Create
projects and
project items
Create
Teamwork.com projects and project items
directly from HubSpot.
- Log in to your HubSpot account.
- Click the Teamwork.com icon in your
HubSpot account's top right. Only
visible when you're logged in to
Teamwork.com's Chrome
extension.
- Select the Teamwork.com project item you want to create: task, milestone, message, notebook, event, link, project, or task list.
- Fill out the item's details.
- Click Create.
Projects are created in your
Teamwork.com
site. Project items are created in the
chosen
project. Ex. If you
create a new milestone, you'll find it
in
the project's Milestones
tab.
Track time on
Teamwork.com projects or tasks from
HubSpot
Use timers or manually
log time to
Teamwork.com from HubSpot.
- Log in to HubSpot.
- Click the Teamwork.com icon in
HubSpot's top right. Only visible
when you're logged in
to Teamwork.com's Chrome
extension.
- Choose how you want to track time:
- Start Timer: A timer starts automatically in HubSpot's main navigation menu. Click pause () to pause the timer, log the tracked time to Teamwork.com, or delete the timer.
- Log Time: Manually enter a time entry for a specific Teamwork.com project (or task).
Time logs can be viewed from
the project's Time area in
Teamwork.com
Link a project to a
deal
- Log in to HubSpot.
- Click Sales in
HubSpot's main navigation menu.
- Select Deals.
- Click the relevant deal's name.
- Click
the Teamwork.com icon
on the deal name's right.
- Select New Project for This Deal.
- Fill out the project's details.
- Click Create
Project.
The project is created in
Teamwork.com.
- A link to
the project is listed in
HubSpot's Teamwork.com menu (beside
the deal's
name).
- A HubSpot icon with a link to the deal is displayed on the project name's right in Teamwork.com.
Best
practices
- Create
context:
Link to HubSpot
deals from
Teamwork.com
projects so your
team can easily
understand the
full picture of
what they're
working on (and
check progress for
any relevant
work).
- Take
quick
action:
Create key
Teamwork.com
project
items as you
manage deals in
HubSpot, ensuring
that team members
can immediately
start working on
necessary
projects.
Elevate
- Automate:
- Create Teamwork.com automations to take action in Teamwork.com when deal stages change in HubSpot.
- Set up HubSpot workflows to create tasks and projects in Teamwork.com when certain HubSpot events occur.
1. Also available on legacy subscriptions: Pro, Premium, Enterprise.