Within Teamwork Projects, you can integrate with HubSpot, create projects directly from deals within your HubSpot account, and automatically add all of the contacts.
Note: To use the HubSpot integration, you must first install the Teamwork Projects Chrome extension.
While viewing a deal in HubSpot, click Actions at the top of the left sidebar and choose View all properties from the dropdown menu.
In the properties view, click the Teamwork Projects icon at the top of the properties list and select 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 Projects site, with a HubSpot icon highlighting the link.
You will find your HubSpot deal contacts in the People section of your project in Teamwork Projects. Clicking the orange envelope icon next to a user's name will send an invite so they can join that specific project on your site.
Note: Items can only be created from HubSpot to Teamwork Projects, not from Teamwork Projects to HubSpot.
For more information, see: Enabling the HubSport integration on your site