HubSpot

An Overview of Unito's HubSpot Integration: Tickets

Looking to sync HubSpot tickets with Unito? Here's what you can expect from this integration.

Included in this article:

Which HubSpot work items can sync with Unito?

Unito's HubSpot integration supports multiple types of work items: tasks, tickets and deals. Any of these work items synced by your flows will count as an item in sync

By creating a Unito flow, you'll be able to sync your HubSpot data to other tools and vice versa with automated updates based on rules set by you.

This article will give you an overview of supported HubSpot fields, as well as limitations of Unito's integration.

Note: each Unito flow you set up will only sync one work item type.  To sync multiple work item types, you'll need to create additional flows.

Here's a similar overview of:

Supported HubSpot Ticket fields in Unito

Here are the fields our integration supports when syncing HubSpot tickets, as well as the fields you can use in rules.

Quick definitions:

    • One-Way: Changes to the HubSpot Ticket field will appear in the other synced *field but not vice versa.
    • Two-Way: Changes to either synced field will appear in the other.
    • Rules: This ticket field can be used as a trigger in your rules to filter work items from syncing with Unito.
HubSpot Ticket Field One-Way? Two-Way?
Rules?
Close date    
Content  
Create date    
Date and time (custom field)*  
Date picker (custom field)*
Dropdown select (custom field)*
Equation (custom field)*  
ID    
Last activity date    
Last contacted date    
Last modified date    
Multi-line text (custom field)*
Multiple checkboxes (custom field)*
Next activity date    

Number (custom field)*

Number of sales activities    
Number of times contacted    
Owner assigned date    
Pipeline    
Priority
Radio select (custom field)*
Score (custom field)*  
Single checkbox (custom field)*
Single-line text (custom field)*
Source
Status
Subject  
Ticket owner
Time to close    
Time to first email reply    
URL (Link to ticket)    

Custom fields are only available with certain plans. Visit Unito's pricing page for more information.

Necessary permissions and OAuth scopes for Unito's HubSpot integration

Only a HubSpot Super Admin can connect your account to Unito and create flows to sync tasks, tickets or deals.

What are OAuth scopes? Open Authorization (OAuth) is a protocol that enables an application (Unito) to access specific data from another application (HubSpot) without requiring your password. When setting up an integration, you'll need to grant certain OAuth scopes to Unito in order for your data to be synced effectively with other tools. 

Regarding data security and privacy, rest assured Unito is SOC 2 Type 2 certified and all information is encrypted. 

OAuth Scope Definition

crm.settings.properties.write 

Enables Unito to edit the settings of properties in your HubSpot CRM. This includes changing the name, description, group name, field type, options for dropdown fields, and other settings related to properties.
crm.objects.contacts.read Allows Unito to read or retrieve contact information from your HubSpot CRM.
crm.objects.contacts.write Enables Unito to create, update, or delete contact information in your HubSpot CRM.
crm.schemas.contacts.read Gives Unito permission to read the structure or schema of your contact data in HubSpot. This includes information about what fields are available for contacts and their data types.
crm.objects.deals.read Allows Unito to read or retrieve deal information from your HubSpot CRM.
crm.objects.deals.write Enables Unito to create, update, or delete deal information in your HubSpot CRM.
crm.schemas.deals.read Gives Unito permission to read the structure or schema of your deal data in HubSpot. This includes information about what fields are available for deals and their data types.
crm.objects.companies.read Allows Unito to read or retrieve company information from your HubSpot CRM.
crm.objects.companies.write Enables Unito to create, update, or delete company information in your HubSpot CRM.
crm.schemas.companies.read Gives Unito permission to read the structure or schema of your company data in HubSpot. This includes information about what fields are available for companies and their data types.
crm.objects.owners.read Allows Unito to read or retrieve owner information from your HubSpot CRM.
crm.objects.line_items.write Enables Unito to create, update, or delete line item information in your HubSpot CRM. Line items typically represent individual products or services in a deal.
crm.objects.line_items.read Allows Unito to read or retrieve line item information from your HubSpot CRM.
tickets Gives Unito permission to read, write, and delete tickets in your HubSpot Service Hub. Tickets represent customer service issues or tasks.

Limitations and other things to keep in mind

  • Attachments, comments, and notes: These fields aren't currently supported by this integration.
  • No associated object rules: When syncing HubSpot tasks, you can build rules that filter out tasks depending on which deal they're associated with. This isn't available when syncing HubSpot tickets.
  • Using the workflow designer: If you create your flow through the workflow designer, you won't be able to choose to sync HubSpot tickets. Make sure you create your flow from the flow list.

  • Five-minute sync: Webhooks aren't supported for this integration yet, which means your HubSpot ticket flows will only check for updates every five minutes.

Got feedback? Submit a Unito feature request to let us know what you'd like to see in the next update to our HubSpot integration.

Start building your first Unito flow