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?
- Supported HubSpot deal fields in Unito
- Permissions required by Unito
- Limitations and compatibility
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. Contact us for more details.
Check out our Resources Library for step-by-step guides, tutorials and other useful HubSpot resources for Unito.
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.