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 be deactivated.
While viewing the List or Table area of a project, click the Automate button in the top right.
In the Automations modal, select the HubSpot option in the bottom left of the Browse Templates tab. You can then select the relevant pre-defined automation template from the list.
You will be redirected to the automation builder view where you can build out your automation. The HubSpot action will be preselected in the When section along with an option to Connect to HubSpot.
Once logged in, select the relevant account in the HubSpot connection flow and click Choose Account to proceed.
Note: All users who have access to the automation integration can create flows under the HubSpot account that is signed in.
If you are already logged in to a HubSpot account, this account will be selected automatically.
Once an account is linked and selected, you will be redirected to the automation creation modal.
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.
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.
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.
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,
- Notify assignees and followers -
or follower does
access to the
task, this action
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.
Click the Create button in the bottom right of the modal to save your changes.
Once an automation is created, it will be listed in the Manage section of the Manage Automations tab where you can view or manage the automation.
Disconnecting your HubSpot
You can remove an already linked HubSpot account while editing an existing automation or when creating a new one from a HubSpot template.
Note: Only site administrators can disconnect a HubSpot account, which will also deactivate any existing HubSpot automations associated with that account.
Click the Disable this connection here link at the bottom of the When section of the builder.
You will be presented with a pop-up warning and will need to confirm removal of the HubSpot account.
For more information, see: Creating Automations