![]() What’s next after syncing and HubSpot?ĭuplicate this flow to sync more tasks, tickets, deals to your board or HubSpot projects. Congratulations! If you have any questions, don’t hesitate to reach out to our team by clicking the little chat box in the lower-right corner of your screen. Save, close, and launch your to HubSpot syncĪnd that’s it! You’ve just completed our walkthrough to sync boards with HubSpot tasks, tickets or deals. Since each field in can be named by the user, we recommend choosing names that are intuitive when matching them up with fields in HubSpot.įind out more about setting field mappings. Analyse calls at scale with the CRM dashboard. ![]() Log calls, notes, and tags automatically and access a consolidated view of your customer interactions. In our demo we’ve chosen the most relevant details for our support team and omitted anything irrelevant. Integrate Aircall with Pepper Cloud CRM and get all your call information on one centralised platform. ![]() Here’s what our synced board looks like in after connecting it with HubSpot through Unito: Assign tasks from HubSpot to a freelancer in (or vice versa) without providing them access to the rest of your data.Have the sales team turn deal info from the CRM into tasks for marketing, finance, or other teams to address.Send support tickets from a customer-facing team to another department with internal tasks to complete.At their most basic, these connections can. With Notion’s connections, you can pair tools with your Notion pages to streamline work across teams. First method: Set up a Jira Notion integration with synced databases. Here some popular use cases for this Unito flow: One method is one Notion’s newest features, while the other depends on a little help from Unito. Salesforce, Zendesk, and ChatSpot are the best for customer relationship management. Integrate HubSpot with Notion Sync updates in real-time between tasks, deals or tickets and pages. Zapier, RollWorks ABM, Eventbrite, GoToWebinar, and Calendly are the top integrations for sales and marketing teams. The integration can only be mapped to a Table Notion database: the Board, List, Calendar, Gallery and Timeline Notion databases are currently not supported. But that’s just the start of what you can do with Unito once you learn how simple it is to set up a two-way sync. Userpilot, Mailchimp, Databox, and Lucky Orange are the best HubSpot integrations available for data sync. The quick, easy answer is: so you can stop copy-pasting details between tasks, deals and tickets yourself and keep your apps updated in real-time automatically. ![]() Our guide will demonstrate a sync between tasks and HubSpot deals specifically, but you can apply these same steps to sync other work items between your apps or tools. This walkthrough details the steps required to create a two-way integration between your board and HubSpot to sync tasks, deals, or tickets. Published in Use cases on, last updated. ![]()
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