Within Teamwork, you can use automations to create projects and tasks on your site when a deal reaches a certain stage in a HubSpot pipeline.

Note: The HubSpot Automations integration is available on per-user Premium/Grow plans and above.


In Teamwork, automations can be created, viewed, and managed by administrators and standard users in the owner company.

All users who have access to the automation integration can create flows under the HubSpot account that is signed in.

To remove the HubSpot connection, you must be an admin. Please be aware, if you disconnect the HubSpot account, all automations created under that account will also be removed.



While viewing the List or Table area of a project, click the Automate button in the top right.

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In the Automations modal, select the HubSpot option in the bottom left. You can then select the relevant pre-defined automation template from the list.

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Account authorization


A pop-up modal will open requiring you to authenticate your HubSpot account. click the Connect button to start the setup.

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If you are already logged in to a HubSpot account, this account will automatically appear for selection. Otherwise, you will need to log in to the relevant account. Click Choose Account to procceed.

Note: All users who have access to the automation integration can create flows under the HubSpot account that is signed in.

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If HubSpot has previously been connected, you can instead click the relevant account ID.

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Once an account is linked and selected, you will be redirected to the automation creation modal.

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The When section controls the source trigger that should initiate one or multiple specified response actions. For the HubSpot trigger option HubSpot deal stage changes to, you can select a corresponding deal stage in your HubSpot account.

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The Then section allows you to customize the action(s) that should be carried out automatically once the trigger event occurs based on the HubSpot template option you previously chose.



Creating a project


By using the HubSpot automation template to create a new project, you can initiate a project to be created in Teamwork when a HubSpot deal changes to a specific stage of a pipeline.

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Project properties that can be set as part of the automation include:

  • Project template (optional) - apply an existing project template to the new project.
  • Project name (required)
  • Project description (optional)
For both the project name and description fields, you can select supported fields from HubSpot so that the corresponding data from the deal is included.

Click the Create button in the bottom right of the automation creation modal to save your changes.



Creating a task


By using the HubSpot automation template to add a task, you can initiate a new task to be created in Teamwork when a HubSpot deal changes to a specific stage of a pipeline.


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Task properties that can be set as part of the automation include:

  • Task name (required)
  • Project (required)
  • Task List (required)
  • Task description (optional)
  • Task properties (optional): start & end dates, priority, tags, assignees, followers.
    • Notify assignees and followers - if a chosen assignee or follower does not have access to the task, this action will be skipped.
For both the task name and description fields, you can click any of the displayed supported fields to include the corresponding data on the task from the deal in HubSpot.

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Click the Create button in the bottom right of the automation creation modal to save your changes.


Once an automation is created, it will be listed in the Manage section of the Automations management modal where you can view or manage the automation.

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Disconnecting your HubSpot account


To remove an already linked HubSpot account, hover over the HubSpot template option in the Automations modal and click Use Template.

Note: Only site administrators can disconnect a HubSpot account, which will also remove any existing HubSpot automations associated with that account.

In the HubSpot modal, hover over the existing account and click the trash can icon on the right.

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You will be presented with a pop-up warning and will need to confirm removal of the HubSpot account.

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For more information, see: Creating Automations