Here's everything you need to know about syncing HubSpot deals to Trello cards with Unito, including fields and use cases.
What does this article cover?
- Use case: streamlining sales processes
- Use case: maintaining an enriched database
- Which fields can be synced between Trello cards and HubSpot deals?
Use case: streamlining sales processes
Are you constantly going back and forth between HubSpot and Trello? Maybe your salespeople spend most of their day handling deals and tasks in HubSpot while their managers and other teams live in Trello. That means all your approvals and technical requests need to go through Trello at some point — unless you're forcing people to jump back and forth between tools. This integration can send HubSpot deals to Trello and turn them into Trello cards, so all that work can happen in both tools simultaneously.
Use case: maintaining an enriched database
Do you wish you had a single place where you could see all the deals you lost in the past month? Or maybe you want a visual way to understand how much MRR certain deals are bringing in? While Trello isn't the strongest databasing tool out there, it's a great way to see things visually. By syncing HubSpot deals to Trello, you can organize your deals across multiple boards and get a better look at your pipeline.
Which fields can be synced between Trello cards and HubSpot deals?
In addition to these standard fields, Trello has a number of custom fields that can be mapped to fields in HubSpot:
Need a step-by-step guide or demo video? Find everything you need about Unito's Trello - HubSpot integration in our Resources Library.