When working with people in other tools, one of the main challenges is language. To create clarity, we’ve created this handy work management tool lexicon.
HubSpot Integration
Foster collaboration between sales and other teams and departments by syncing HubSpot with other work management tools.
Sync HubSpot with Trello
To build a master board of sales tasks for increased visibility, or to triage them across your team.
Sync HubSpot with Jira
To stay on top of product developments that could impact your sales efforts or that meet existing client needs.
Sync HubSpot with Zendesk
So customer service teams can feed potential leads or upgrades to the sales team.
Who Uses
Unito and HubSpot
- Salespeople who work closely with other teams in the organization
- Team leads who want a bird’s eye view into sales tasks
- Developers who want to keep sales teams posted about product updates
How does Unito work?
Select your tools
Select the tool you want to sync with HubSpot and authorize Unito to access both of them.
Add your filters
Add filters to specify the tasks and information you want to sync.
Map your fields
Map how that information is shared so it fits with your workflow.
How HubSpot and Unito can speed up your sales cycle
Whether it’s the creation of sales collateral, the development of specific product updates, or approval for a discount, sales teams often rely on colleagues in different departments for support. While many sales teams live in HubSpot, other teams have their own preferred tools, which can create challenges when it comes time to collaborate.
Rather than hosting meetings or sending emails, save time and effort by setting up a task and syncing it across teams and tools with Unito. Then monitor progress, gather feedback, or follow-up without ever leaving HubSpot.
Unito allows your team and your collaborators to stay in the tools where they’re most productive, making it easier to work together and speeding up your sales cycle.
Related content
A Work Management Tool Lexicon
New to Project Management? Here’s the Complete Manual on Running Projects of all Kinds
1/3 people who manage projects have no training of any kind. This post provides 300+ valuable resources for project managers of all skill levels.