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 Tasks when Deals are created
Create Deals when Tasks are created
Complete Tasks when Deals are closed
Close Deals when Tasks are completed
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.
