Looking to add HubSpot to your workflow? Here's what you can expect from our integration.
Synced fields for HubSpot tasks
Here are the fields you can currently sync for HubSpot tasks, as well as whether you can use them in rules or not.
What counts as an item in sync?
Unito's HubSpot integration supports four different work items: tasks, deals, tickets, and contacts. Each flow can only sync one type of work item, and any work item synced by that flow counts as an item in sync. So, for example, if you sync HubSpot tasks with a Unito flow, each task synced counts as an item in sync.
Using HubSpot deals for your block of work
When you pick your block of work, you have one of two options. You can either sync tasks from your HubSpot account as a whole or choose to sync tasks from your HubSpot deals. By picking HubSpot deals as your block of work, you can then build rules to filter tasks by deal. If you choose to use HubSpot deals for your block of work, we have a full article on things to keep in mind here, but here they are in a nutshell:
Deal Name is a locked field
To make your HubSpot flows work, we automatically map the Deal Name field. This field needs to be mapped to a custom field in the tool you're syncing HubSpot. For example, if you were syncing HubSpot tasks to Asana, your Asana tasks would need a Text field.
If the tool you're syncing with HubSpot doesn't support custom fields, you can only build one-way flows. Changes will only be synced from HubSpot to the other tool.
Replicate the Deal Name exactly in your other tool
This is essential for your flow to know where it needs to send information. Say your HubSpot deal is called "Enterprise Tech," you'll have to add this exact name in your custom field in your other tool. If two deals have the same name, work items in the other tool will be synced with the first deal.
Using deals in your rules
When you use HubSpot deals as your block of work, you can create a whole host of rules you couldn't otherwise. Here are the fields you can use when building rules with deals:
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Deals Name
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Deal Stages
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Companies
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Deal Types
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Deal Owner
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Contacts
Necessary permissions
All you need is to make sure you're a member of the HubSpot account that needs syncing.
OAuth Scopes
