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.
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
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