HubSpot is an inbound marketing and sales
platform that enables you to grow traffic,
convert leads, and close deals.
Within Teamwork, you can integrate
your site with HubSpot so that you can sync
contacts and link items in HubSpot to those in
your projects.
Note: The HubSpot integration is
available on per-user Premium/Grow plans and
above, as well as certain legacy plans.
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.
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.
Once you have followed the setup
requirements, you will need to enable HubSpot via your Teamwork integration
settings.
Go to your Teamwork site that
you have logged in with the Chrome
extension. Click your profile avatar in the bottom left of your site and select Apps and integrations from the pop-out menu.
Note: You must be a site
administrator in the owner company to
access the site settings and enable
integrations.
In the Integrations area, scroll to the HubSpot section and click the Enable button.
If you are not already logged into your
HubSpot account, you will be redirected to
the HubSpot customer portal.
You can enter your HubSpot login details
here, and you will then need to authorize
the integration between Teamwork and
HubSpot.
You will then be redirected back to your
Teamwork site where you will now see the
HubSpot icon next to items like tasks or
projects, allowing you to link them to
items in HubSpot.
Standard users integrating with HubSpot
Once a site administrator has enabled
HubSpot at site level, standard users can
enable the integration for their account
under their profile integration
settings.
You can do this by clicking your profile avatar and selecting My Apps from the pop-out menu.
Go to the Apps tab of your profile where you
will see a section for HubSpot and an option to Enable.
If you are already logged in to
HubSpot in your browser, you will be able
to select which associated account to
link. If you are not currently logged in,
you will be directed to the HubSpot
customer portal to log in and grant access
to your HubSpot account information.
Note: If HubSpot is listed under Available Apps, it has not yet been set up for your site. This needs to be done by an owner company site administrator before you can use the integration.
For more information, see: Creating a Project
from a Deal in HubSpot