What this article covers:

  • Fields that can be synced and used in rules

  • Using HubSpot deals for your block of work

Synced fields

Here are the fields you can currently sync with Hubspot, as well as whether you can use them in rules or not.

HubSpot Field

Synced?

Rules?

Assignee

Companies

Company Domain

Contacts

Deal

see "syncing by deal" below

Due Date

Link to Task

Note

Status

Task Creator

Task Number

Task Type

Title

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:

  • Deals Name

  • Deal Stages

  • Companies

  • Deal Types

  • Deal Owner

  • Contacts

What's next?

How to set up your first flow

Filtering tasks with Unito

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