Integrating HubSpot with Nifty combines the strengths of a leading CRM platform with a powerful project management tool, enabling seamless workflows, enhanced collaboration, and better data management.
The HubSpot automated integration will:
Create a Task in Nifty when a Deal, Ticket, Company, Product, or Contact are created in HubSpot.
Create a Deal in HubSpot when a Task is created in Nifty.
Complete a Task in Nifty when a Deal or Ticket is closed in Hubspot.
Close Deal in HubSpot when a Task is completed in Nifty.
Assign members, dates, move statuses, and more...
Integrating Nifty and HubSpot
1. Access the Project Control Panel from within a project.
2. Navigate to the HubSpot in Integrations portion of sidebar and start a new integration.
3. Sign into HubSpot and select the account you'd like to integrate.
Creating Automated Integration Actions
1. Use a default automation template--or create your own--to specify what action should be automated as well as its result.
2. Once the integration is specified, give it a name before selecting Create.
Your automation is now set and will take actions accordingly! In this example, when a Deal is created in HubSpot, a Task will be created in Nifty.
The above deal appears as a Task in Nifty upon creation.
Managing Integrated Automations
To edit or disable active HubSpot integrations within a project, access the Manage Automations section of the Project Control Center.
