Looking to sync HubSpot deals with Unito? Here's what you can expect from this integration.
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.
Custom fields supported by this integration:
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Text
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Text area
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Checkbox
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Number
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Boolean
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Radio
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Select
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Date time
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Date
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Calculation score
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Calculation equation
What counts as an item in sync?
Unito's HubSpot integration supports four different work items: tasks, deals, tickets, and contacts. Each flow can only sync one type of work item, and any work item synced by that flow counts as an item in sync. So, for example, if you sync HubSpot tasks with a Unito flow, each task synced counts as an item in sync.
Check out our Resources Library for step-by-step guides, tutorials and other useful HubSpot resources for Unito.
Limitations and other things to keep in mind
Here are a few things you should keep in mind when using this integration:
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Company, Contact, and Line item: Currently, these fields can only be synced to the description footer field when synced with other tools.
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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.
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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.