An Overview of Unito's HubSpot Integration: Deals

Looking to sync HubSpot deals with Unito? Here's what you can expect from this integration.

Included in this article:

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

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 Deal fields in Unito

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

Quick definitions:

    • One-Way: Changes to the HubSpot deal 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 deal field can be used as a trigger in your rules to filter work items from syncing with Unito.
HubSpot Deal Field One-Way? Two-Way? Rules?
Amount  
Close date  
Company  
Contact  
Create date    
Date and time (custom field)*  
Date picker (custom field)*  
Deal owner  
Description  
Dropdown select (custom field)*
Equation (custom field)*    
Line item
Multi-line text (custom field)*  
Multiple checkboxes (custom field)*  
Name  
Number (custom field)*  
Pipeline name    
Priority
Radio select (custom field)*  
Score (custom field)*    
Single checkbox (custom field)*  
Single-line text (custom field)*
Stage
Type
Updated at    
URL    

Custom fields are only available with certain plans. Visit Unito's pricing page for more information.

Custom fields supported by this integration:

  • Text

  • Text area

  • Checkbox

  • Number

  • Boolean

  • Radio

  • Select

  • Date time

  • Date

  • Calculation score

  • Calculation equation

Considerations when syncing HubSpot work items

If you're syncing tasks associated with deals, you'll want to set conditions in your Unito rules filter tasks by deal. If you choose to use HubSpot deals for your block of work, we have a full article on how to pick the best blocks of work, 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

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.

OAuth Scopes

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 of Unito's HubSpot integration

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.

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.

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