✔️  Available on Grow and Scale subscriptions 1

What
Connect Teamwork.com with HubSpot to perform actions in Teamwork.com from HubSpot (create projects and tasks, track time, and more) and HubSpot items (ex. deals) to Teamwork.com items (ex. projects).
Why
  • Enable your sales team to engage with Teamwork.com from HubSpot.
  • Create key context and monitor progress by connecting deals to projects.
  • Empower your team to reference any client work associated with their deals.
Who
  • Teamwork.com site admins (in the owner company) can enable the HubSpot integration.
    ⚠️ The person setting up the integration must be a super admin in HubSpot.
  • Teamwork.com standard users and client users can connect their profile to the HubSpot account synced at site-level.
When
You want to create trackable work in Teamwork.com as key deal activity happens in HubSpot, making sure nothing falls through the cracks.
  • Example: Create a Teamwork.com project from each new HubSpot deal.
What
Connect Teamwork.com with HubSpot to perform actions in Teamwork.com from HubSpot (create projects and tasks, track time, and more) and HubSpot items (ex. deals) to Teamwork.com items (ex. projects).
Why
  • Enable your sales team to engage with Teamwork.com from HubSpot.
  • Create key context and monitor progress by connecting deals to projects.
  • Empower your team to reference any client work associated with their deals.
Who
  • Teamwork.com site admins (in the owner company) can enable the HubSpot integration.
    ⚠️ The person setting up the integration must be a super admin in HubSpot.
  • Teamwork.com standard users and client users can connect their profile to the HubSpot account synced at site-level.
When
You want to create trackable work in Teamwork.com as key deal activity happens in HubSpot, making sure nothing falls through the cracks.
  • Example: Create a Teamwork.com project from each new HubSpot deal.

Before you start

Integration process:
  1. An admin must enable the HubSpot integration at site level.
  2. An admin must enable tags at a site level.
    📝 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.
  3. Standard and client users connect their Teamwork.com profile with HubSpot.
  4. Standard and client users install the Teamwork.com Chrome extension. This is crucial if you want to use the integration within HubSpot.
 
A HubSpot site can only be authenticated with one Teamwork.com site at a time.

Enable HubSpot for your Teamwork.com site

🔑 Only owner company site admins can enable the HubSpot integration at site level.  

Enable HubSpot via your Teamwork.com site's integration settings to allow standard and client users to set up the integration for their individual profiles (see the next section on this page).

  1. Click your profile icon in your Teamwork.com site's bottom left.
  2. Select Apps and integrations.



  3. Scroll to HubSpot.
  4. Click Enable on the HubSpot card.



  5. Click Sign in to your HubSpot account.
  6. Enter your HubSpot email and password. Make sure you're entering the credentials for the HubSpot site you want all users to connect to.

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  7. Click Log in. You may need to authenticate through a security check.
  8. Select the relevant HubSpot account.
  9. Click Choose Account.
  10. Check the terms of service box.
  11. Click Connect app.
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The integration is set up for your Teamwork.com site and also enabled for your personal Teamwork.com profile.

Standard and client users can now access and authorize HubSpot via their own Teamwork.com profile settings. See the next section below.

Enable HubSpot for your profile

Once HubSpot is enabled for a Teamwork.com site, standard and client users can enable the integration for their individual account profile.
⚠️ You must connect your profile to the same HubSpot installation your Teamwork.com site is connected to.

  1. Click your profile icon in your Teamwork.com site's bottom left.
  2. Select My Apps.



  3. Scroll to HubSpot.
  4. Click Enable.


  5. Click Sign in to your HubSpot account.
    1. If you are already logged in to HubSpot in your browser, select the account you want to link. 
    2. If you are not currently logged in, you are directed to the HubSpot customer portal to log in and grant access to your HubSpot account information.
  6. Click Choose Account.
  7. Check the terms of service box.
  8. Click Connect app.

Your Teamwork.com profile is authorized to use the HubSpot integration.

Disconnect HubSpot from your profile

Disable the HubSpot integration for your personal Teamwork.com profile.

  1. Click your profile icon in your Teamwork.com site's bottom left.
  2. Select My Apps.
  3. Scroll to HubSpot.
  4. Click Disable.

Your profile is no longer connected to HubSpot and you cannot use the integration. Any items you previously linked remain connected but you no longer have visibility of them within Teamwork.com or HubSpot.

Disconnect HubSpot from your Teamwork.com site

🔑 Only owner company site admins can access site settings and manage integrations.  

Disable the HubSpot integration for your Teamwork.com site, turning it off for all users.

  1. Click your profile icon in your Teamwork.com site's bottom left.
  2. Select Apps and integrations.
  3. Scroll to HubSpot.
  4. Click Disconnect on the HubSpot card.
HubSpot is turned off for all users associated with your Teamwork.com site.
  • All integration options are removed from both Teamwork.com and HubSpot (i.e. linking to HubSpot or Teamwork.com items, viewing linked items, creating Teamwork.com items from HubSpot, etc.)
  • Teamwork.com will no longer be able to read HubSpot contact, company, deal, owner, or content data.
💡 Read HubSpot's documentation about connecting and managing apps.

Elevate

  • Automate:
    • Connect the automations builder to HubSpot so that you and your team automate processes based on deal stages change in HubSpot.
    • Connect HubSpot's workflows builder to Teamwork.com so that you and your team can set up automated workflows to create tasks and projects in Teamwork.com when certain HubSpot events occur.

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