Integrate and Automate HubSpot Workflows With 2-Way Sync
This post was written by Katherine Boyarsky, a writer for HubSpot.
Syncing information between teams is key to operating effectively, especially for sales organizations that move quickly. Sales teams need project management and operations tools that speak to each other and take away the lift of manual work, leaving time for real conversations with prospects and customers.
Each department might have their own tool stack, which keeps work siloed and removes the ability for collaboration between teams. When all of the tools that a business uses are connected, insights and patterns can be uncovered that help to improve daily workflows and the business’s bottom line.
This is where Unito’s HubSpot integration comes in. Regardless of what tools each team is using, Unito syncs important data back and forth between some of the market’s most popular project management and sales enablement tools.
Project managers and sales teams can use Unito and HubSpot to streamline sales pipeline management, marketing operations, and project management processes, saving them time and headaches — here’s how.
A highly customizable integration solution
Unito offers succinct and efficient synchronization for many of your favorite productivity tools. By integrating HubSpot with apps like Trello, Asana, monday.com, and Notion, Unito offers project managers and team members the ability to build and optimize their own custom workflows using a variety of project management tools.
No need to code to use these two-way integrations, meaning anyone can make information flow freely between apps. Additionally, Unito grants project managers the opportunity to customize and enhance team processes, syncing tasks and contacts, as well as mapping unique fields across tools to tailor your team’s workflow.
Unito and HubSpot work with the tools you already use but bring them together into your preferred visual format to help you stay organized.
Bi-directional syncing of HubSpot tasks
A recent Unito survey of 150 knowledge workers revealed there is no singular tool utilized for building reports. Many take advantage of a diverse set of project management tools, in tandem with intelligence platforms, and CRMs.
The Unito integration with HubSpot offers the ability to incorporate a multitude of tools you most likely already use in day-to-day operations. Most importantly, it offers synchronization of data between these apps —- fully optimized, bi-directional synchronization of data, that is.
By automating deals across a variety of tools, cross-team collaboration is enhanced, and sales workflows are accelerated, giving sales reps the information they need to follow-up with prospects right away. Scenarios may include building Asana tasks that are populated with data from HubSpot, syncing information to Google Sheets or Airtable, or adding new Trello cards for each new qualified lead from the HubSpot CRM.
4 uses benefits for Unito’s HubSpot integration
Sync deal requests and improve collaboration
Unito allows customers to synchronize tasks with multiple work hubs. For example, the sales department may operate in HubSpot while business operations teams work in Asana. The integration allows for tasks from HubSpot and Asana, respectively, to be synced up with one another.
“When a deal or opportunity associated with an enterprise account is updated, Unito creates and syncs tasks that go out to the business operations teams,” says Rowan Bovaird, Senior Program Partner Manager at Unito.
This integration keeps these two teams on the same page, promotes information sharing, and keeps communication channels open. In turn, they can increase sales velocity and better collaborate with other departments.
“When I first implemented [the integration] and people could see it updating in real-time, they were blown away. It has fundamentally changed the way our growth team interacts with our subject matter experts.” says Joni Buffalohead from Indigenous Pact B on syncing Asana and HubSpot. “I know that people are working more smoothly together,” she adds.
Set up seamless customer handoff
When team members leave a company, dispatching clients and portfolios to new hires — all while onboarding them — can get complicated. This is especially true if there isn’t already a defined handoff process in place.
Unito’s HubSpot integration grants customers a smooth and efficient handoff experience by bridging any gaps with business operations.
Aggregating customer contact information and moving them to subsequent steps throughout the funneling process prevents teams from shuffling between various tools to gain access to the information. It also saves time and money on the part of customer service teams seeking automation within their customer pipeline processes, including onboarding and commencing customer projects.
If a project involves external collaborators, such as a freelancer, contractor, or even a lawyer, automating the escalation or approval process is equally straightforward. Rather than having to manually forward all information to the contractor, Unito’s HubSpot integration automatically sends the deal to the contractor, no matter what tool they use.
This cuts down on back and forth email correspondence, documents all activities automatically, and creates peace of mind. No need to wonder if a contractor has all the information they need. It also opens up the possibility of building reports to track efficiency and identify gaps in workflows.
Increase pipeline visibility
Use Unito to surface crucial information by bringing more visibility to your pipeline. Visualizing upcoming deals and opportunities within your pipeline allows sales teams to share insights with senior management and other departments. This quickly communicates their performance and everyone knows when — and where — they can lend an extra hand.
“Our business operations team works in Asana to handle our big customer renewals for example,” says Mathias Saint-Jean, Revenue Operations Leader at Unito. “Our customer-facing teams all use HubSpot. We use Unito to sync some HubSpot tasks and deals and turn them into fully actionable projects in Asana. No more copy and paste or tedious project creation taking hours in Asana. Once you cover a use case with Unito and start thinking about it, a dozen more will magically appear!”
Access sales analytics and reporting
Sales activity reporting is equally beneficial for making better business decisions. Deal status reporting outlines progress, and may flag potential problems or tasks throughout the sales process needing to be prioritized. Additionally, that visibility helps supervisors better prepare for worst-case scenarios, and coach sales representatives on their performance.
Ready to optimize?
Your project management process doesn’t have to be difficult. In fact, your teams can and will have to use a diverse set of tools to get their work done and collaborate with other departments. Unito’s HubSpot integration takes the guesswork and miscommunication out of synchronizing workflows.
Ensuring your business integrates project management tools will not only grant team members the ability to communicate clearly and succinctly about projects and deals, but also set up departments for short and long-term success.