On the other, pick the HubSpot instance you want to sync tasks from.Īfter that, it’s time to set up flow direction. On one side, you’ll pick the Notion report you just built. Next, you’ll pick the blocks of work you want to connect. Note: There are specific installation instructions to keep in mind. Building a flow between HubSpot and Notion can be done in just a few clicks.įirst, connect Notion and HubSpot to Unito. With Unito, you can build flows that break information out of tool silos so everyone can be kept in the loop without jumping from tool to tool. Now that your report is built in Notion, time to populate it. That way, you use your report to surface high-priority work. We’ve already added an example view in this template that filters out all tasks except those that are overdue. Want to sort tasks by type? You can do that. Want to filter out tasks with a deferred status? You can create a view for that. Link to task: Want a quick way to go right to a HubSpot task? Use a URL field and it’ll automatically link back to a synced task.Īfter you’ve set up these fields in Notion, you can use them to create different views for your reporting needs.Status: With a single-select field, you can track whether a task is in progress, completed, or any other status available in HubSpot.Contacts: A text field that can list important contacts related to a HubSpot task.Company domain: Another Notion text field.Companies: Notion’s text field can represent this.Assignee: A person field can be used to show this.Task number: Track this with a number field in Notion.Task creator: Use a person field in Notion to represent this field.Track this with a single-select field in Notion. Task type: There are three types of HubSpot tasks.Title: A name field that will be populated with a HubSpot task’s title.Here’s a breakdown of these fields and how they’re represented in Notion: This template was designed to replicate HubSpot fields in Notion, so you have access to crucial HubSpot data at a glance. That said, you can save yourself the setup time by starting with the template we built for this use case. With Notion, you can build a customized report for any business need. That means less time spent on reporting and more time actually getting things done. When you add Unito to this use case, you can make sure the reports you build in a tool like Notion are automatically updated with data from other tools. You can build flows that sync crucial data back and forth between the tools in your stack. Unito is a no-code platform with the deepest two-way integrations on the market. It’s one of the most flexible work management tools on the market, meaning you can create databases and reports for just about any need. With Notion, you get reports that are easy to build and even easier to update. More than half the reports involved needed to be updated at least once a week. In Unito’s Report on Reporting, 82% of respondents said their reporting workflows involved at least some manual work. One of the toughest parts of reporting is the manual work involved. That means you can give other teams visibility on HubSpot tasks and promote smoother collaboration across teams. When you integrate HubSpot with another tool - like Notion - you can make sure those tasks aren’t siloed. That means the teams using this tool often find themselves siloed from others, and it’s tough to get visibility on work happening in HubSpot. With HubSpot tasks, users can track important aspects of that work, like calling people back, passing technical questions on to other teams, and more.īut HubSpot rarely becomes the work hub for a whole organization. Why report on HubSpot tasks?Īs a CRM, HubSpot is often used by customer support and sales teams to track conversations with prospects, customers, and other external contacts. In this post, we’ll go over how you can close the gap between HubSpot and Notion and build automated reports using Unito. And when you need to build reports on work that happens in more than one tool? You’re looking at a bunch of manual work. Then someone has to hop from tool to tool constantly to copy information over and keep everyone in the loop. That’s because when you’re using different tools, crucial information can stay trapped in each one. One of the toughest things about working with other teams is working around a difference in tools.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |