✔  Available on Grow and Scale subscriptions 1

What
Link HubSpot deals, blog posts, and direct URLs (ex. to tasks, tickets, contacts) to Teamwork.com projects, milestones, and tasks. Leverage the Teamwork.com Chrome extension to create Teamwork.com project items from HubSpot.
Why
  • Increase CRM visibility in Teamwork.com by connecting deals or other relevant items to projects.
  • Track action items in real-time by creating tasks and other items in Teamwork.com as you work in HubSpot.
Who
  • Teamwork.com site admins, standard users, and client users can link HubSpot items to Teamwork.com projects, milestones, and tasks. They can create Teamwork.com project items from HubSpot (as long as they have the Teamwork.com Chrome extension). Project item creation is dependent on your permissions on the chosen project.
When
You want visibility over active HubSpot deals within Teamwork as your internal team carries out associated work.

You want to create trackable work in Teamwork.com as key deal activity happens in HubSpot.
  • Example: Create a Teamwork.com project for onboarding a client from each new HubSpot deal.
What
Link HubSpot deals, blog posts, and direct URLs (ex. to tasks, tickets, contacts) to Teamwork.com projects, milestones, and tasks. Leverage the Teamwork.com Chrome extension to create Teamwork.com project items from HubSpot.
Why
  • Increase CRM visibility in Teamwork.com by connecting deals or other relevant items to projects.
  • Track action items in real-time by creating tasks and other items in Teamwork.com as you work in HubSpot.
Who
  • Teamwork.com site admins, standard users, and client users can link HubSpot items to Teamwork.com projects, milestones, and tasks. They can create Teamwork.com project items from HubSpot (as long as they have the Teamwork.com Chrome extension). Project item creation is dependent on your permissions on the chosen project.
When
You want visibility over active HubSpot deals within Teamwork as your internal team carries out associated work.

You want to create trackable work in Teamwork.com as key deal activity happens in HubSpot.
  • Example: Create a Teamwork.com project for onboarding a client from each new HubSpot deal.

Before you start

  • The HubSpot integration must be set up (both at site and individual level) before you can use the HubSpot integration.
  • HubSpot is a special tag reserved for the HubSpot integration. Therefore, "HubSpot" cannot be set as the name of any tags created by users on your site.
  • Tags must be enabled at a site level to use the integration features.

💡 Want to automate deal creation? Check out HubSpot automations.

Link HubSpot items from Teamwork.com

Use the HubSpot icon (on a project) to connect HubSpot items to individual projects.

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Click the ellipsis (...) on the project name's right.
  4. Switch to the Quick add tab.
  5. Select Add HubSpot link.

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  6. Choose the HubSpot item type you want to link to (deal, blog, other).
  7. Select the individual item to link (e.g. the particular deal you want to link). If you selected "Other," paste the relevant HubSpot URL.
  8. Click Create Link.

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The Teamwork.com project has an easily accessible link to the HubSpot item. Hover the HubSpot icon on the project name's right to view (and access) the linked item.

Another option...

You can link milestones and tasks to HubSpot items too. Here's how to link a HubSpot item to a Teamwork.com milestone.

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Select Milestones from the project's navigation menu.
  4. Hover over the HubSpot icon beside the relevant milestone.
  5. Select Link to HubSpot.
  6. Choose the HubSpot item type you want to link to (deal, blog, other).
  7. Select the individual item to link (e.g. the particular deal you want to link). If you selected "Other," paste the relevant HubSpot URL.
  8. Click Create Link.
 
The milestone has an easily accessible link to the HubSpot item. Hover over the HubSpot icon beside the milestone to view (and access) the linked item.

💡 To view links to Teamwork.com items in HubSpot: open a HubSpot item (ex. a deal), then open the Teamwork.com menu. This is powered by the Teamwork.com Chrome extension — see the next section.


Create Teamwork.com projects and project items from HubSpot

📝 Install the Teamwork.com Chrome extension in order to use Teamwork.com within HubSpot. A Teamwork.com menu is added to HubSpot via iFrame.

 
Create projects and project items

Create Teamwork.com projects and project items directly from HubSpot.

  1. Log in to your HubSpot account.
  2. Click the Teamwork.com icon in your HubSpot account's top right. Only visible when you're logged in to Teamwork.com's Chrome extension.
  3. Select the Teamwork.com project item you want to create: task, milestone, message, notebook, event, link, project, or task list.


     
  4. Fill out the item's details. 
  5. Click Create.
 
Projects are created in your Teamwork.com site. Project items are created in the chosen project. Ex. If you create a new milestone, you'll find it in the project's Milestones tab. 

Track time on Teamwork.com projects or tasks from HubSpot

Use timers or manually log time to Teamwork.com from HubSpot.

  1. Log in to HubSpot.
  2. Click the Teamwork.com icon in HubSpot's top right. Only visible when you're logged in to Teamwork.com's Chrome extension.
  3. Choose how you want to track time:
    1. Start Timer: A timer starts automatically in HubSpot's main navigation menu. Click pause (Image Placeholder) to pause the timer, log the tracked time to Teamwork.com, or delete the timer.
    2. Log Time: Manually enter a time entry for a specific Teamwork.com project (or task).

Time logs can be viewed from the project's Time area in Teamwork.com

Link a project to a deal

  1. Log in to HubSpot.
  2. Click Sales in HubSpot's main navigation menu.
  3. Select Deals.
  4. Click the relevant deal's name.
  5. Click the Teamwork.com icon on the deal name's right.
  6. Select New Project for This Deal. 

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  7. Fill out the project's details.
  8. Click Create Project.
 
The project is created in Teamwork.com.
  • A link to the project is listed in HubSpot's Teamwork.com menu (beside the deal's name).
  • A HubSpot icon with a link to the deal is displayed on the project name's right in Teamwork.com.
     

Best practices

  • Create context: Link to HubSpot deals from Teamwork.com projects so your team can easily understand the full picture of what they're working on (and check progress for any relevant work).
  • Take quick action: Create key Teamwork.com project items as you manage deals in HubSpot, ensuring that team members can immediately start working on necessary projects.

Elevate

  • Automate:
    • Create Teamwork.com automations to take action in Teamwork.com when deal stages change in HubSpot.
    • Set up HubSpot workflows to create tasks and projects in Teamwork.com when certain HubSpot events occur.

1. Also available on legacy subscriptions: Pro, Premium, Enterprise.