HubSpot is an inbound marketing and sales
platform that enables you to grow traffic,
convert leads, and close deals.
Within HubSpot, you can create
project items directly from deals within your
account.
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.
The account
you sign in with should also have
HubSpot enabled at
site-level.
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.
Note: The
HubSpot integration is
available on per-user
Premium/Grow plans and above,
as well as certain legacy
plans.
Once connected, you will see the
HubSpot icon
next to your project names and project
items.
Linking items to HubSpot
Selecting the HubSpot icon will allow you
to link the item to HubSpot.
In the pop-up modal, you will need to
select what you would like to link to
(deal, blog post, other).
Once you have linked an item, it will
be listed in the modal when you hover
over the HubSpot icon.
When viewing the linked deal in HubSpot,
click the Teamwork icon in the top right
of the site to see the integration
options, as well as the currently linked
items.
Creating items via HubSpot
When creating a project from a deal in
HubSpot, you will see the relevant link to
the HubSpot deal in your task description.
There will also be the option to link to
the current page, and to sync
contacts.
To create other project items, select
the Teamwork icon in the navigation
bar. From here, you will have the
option to create different project
items such as tasks, milestones, and
events.
Using any of these options will
automatically create the item within
your Teamwork site. For example, when
creating a task, you will have the
option to link to a current HubSpot
item or include a link to their
current page you are creating from
item from.
Note: Items can only be created
from HubSpot to Teamwork, not from
Teamwork to HubSpot.
For more information, see: Enabling the HubSport
Integration on Your Site