Table of contents:

Supported fields and rules

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

HubSpot Deal Field

Synced?

Rules?

Name

Type

Stage

Owner

Amount

Created date

Close date

URL

Line item

Priority

Updated at

Pipeline name

Company

Contact

Custom fields

Custom fields supported by this integration:

  • Text

  • Text area

  • Checkbox

  • Number

  • Boolean

  • Radio

  • Select

  • Date time

  • Date

  • Calculation score

  • Calculation equation

Limitations and other things to keep in mind

Here are a few things you should keep in mind when using this integration:

  • Company, Contact, and Line item: Currently, these fields can only be synced to the description footer field when synced with other tools.

  • 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 deals.

  • Using the workflow designer: If you create your flow through the workflow designer, you won't be able to choose to sync HubSpot deals. Make sure you create your flow from the flow list.

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