Sync Hubspot Deals With Unito’s 25 Other Integrations
HubSpot is one of the most popular platforms for customer relationship management, email marketing, and sales. More than 100,000 companies use HubSpot to manage their customer support, sales, and marketing workflows. With its freemium model, teams only pay for the features they need, when they need them.
But, like many tools, HubSpot can keep teams siloed away from their colleagues. That’s because, while it’s a great tool for anyone in a front-facing team, you’d be hard-pressed to find developers, BizOps, and many others in HubSpot. Even marketers couldn’t say they use the tool exclusively.
With Unito, you get access to the deepest two-way integrations for your tool stack. Starting today, that includes HubSpot Deals, so all teams can get an eye on what your sales teams are up to.
Keep HubSpot deals synced with work items from 25 other tools
Few tools play nice with each other out of the box. That means trying to work across tools involves a ton of manual work and lost time unless you find a solution. Many tools now offer native integrations with other platforms, but they don’t always work for all use cases. Some only sync information in one direction, while others still force you to jump back and forth between tools to see everything that’s going on.
With Unito’s integration for HubSpot deals, you can sync high-priority information from HubSpot to the other tools in your stack, like Trello, Notion, Google Sheets, and more. Build a dedicated customer database in your spreadsheet tool of choice, populate work management tools with customer information, surface high-priority deals for other teams, and more. All with one tool.
Because Unito syncs information in both directions by default, you can see all the data you need on both sides. Your sales team can get updates from other teams without leaving HubSpot, and everyone can follow the sales process without leaving their own tool.
Get a full list of supported fields and other features in our Help Center.
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Essential features for Unito’s HubSpot integration
Field mapping customization
Field mappings are how Unito translates data from one tool to another. Unito automatically maps similar fields to each other, but did you know you can tailor your flows to your use case by customizing your field mappings?
Here are just a few ways you can customize field mappings to your use case:
- Deleting mappings: By deleting a mapping, you can keep some information from getting synced or re-map a field that’s already been mapped.
- Changing flow direction: Most fields will have changes synced back and forth by default. That said, you might want some fields — like comments — only going from one tool to the other.
- Creating new mappings: Missing a field mapping? You can add new mappings in just a few clicks. One common use case for this is populating the description footer in one tool with information from another.
Deep rules
While field mappings tell data where to go, rules restrict what actually gets through. The most common way to use rules is filtering information so you can control exactly how much of it syncs between tools. Here’s how Unito users like you are using rules in their workflows:
- Giving visibility to customers: SMG Bahamas, a construction and millwork company, uses rules to pull high-level information from multiple Trello boards and sync it to customer boards. That way, customers can see a summary of how a job is going without all the nitty-gritty details going on behind the scenes. The rules come into play when project managers add a specific tag to their Trello cards.
- Dispatching development work: The Taproom, an agency that builds Shopify solutions, uses Basecamp to manage agency work and Trello for development work. With rules, Basecamp to-dos specific to developers can get synced to the software team’s Trello boards so they can see their work without the noise.
- Keeping multiple departments in the know: ALPCO Recycling, which manages residential, commercial, and industrial recycling jobs, uses Trello to handle every part of that work. They use Trello’s labels to categorize jobs and to identify the ones that reach the follow-up stage. Unito’s rules make sure that adding one of these labels sends each Trello card to the right board.
Top tool combinations
HubSpot and a work hub
Want the ability to run approval workflows and discount reviews without jumping into a chat tool or sending an email? Sync HubSpot with your leader’s work hub of choice, and you can give them all the information they need without any manual work. Plus, you get all their comments and updates in your tool. Here are some of the top work hub integrations to pair with HubSpot:
HubSpot and a database tool
Build a single, enriched customer database and leverage your favorite database tool’s reporting, sorting, and filtering features. Here are some of the top database integrations you can pair with HubSpot:
HubSpot and other team’s tools
Want to automate requests for help from other teams, like sales engineering or finance? How about automatically syncing HubSpot deals to a dedicated Slack channel? Here are some of the top tools you can sync with HubSpot: