TABLE OF CONTENTS
The Rocketlane HubSpot integration allows you to automatically create projects and sync data seamlessly between HubSpot and Rocketlane.
HubSpot is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, content management, and customer service.With HubSpot Workflows, you can use all the client data in HubSpot CRM to define automated processes.
This integration enables you to seamlessly hand off work between teams, for example, when deals or tickets close in HubSpot, you can trigger automated project creation in Rocketlane.
Integrating HubSpot with Rocketlane
Click on your profile icon from the panel on the left side of the screen and go to Settings.
Go to Integrations and choose HubSpot.
You will be redirected to the Connection tab on the HubSpot Integration page.
Click on Login under Connect to HubSpot to authenticate your HubSpot
Login to your HubSpot account by adding your login details. You also have the option to login via Google or SSO.
Click on Connect app to integrate your HubSpot and Rocketlane accounts.
You have now successfully integrated your HubSpot account with Rocketlane.
Automating Rocketlane Project Creation using HubSpot Workflows
The HubSpot Integration for Rocketlane allows you to specify triggers in HubSpot that get you started with project creation in Rocketlane. You can create multiple automation rules based on all the possible HubSpot triggers and conditions for project creation.
Go to HubSpot Workflows.
Click on Create workflow > From Scratch.
Select the object you intend to work with and start a blank workflow. Click Next from the top right side of the screen.
Note: You can only work with Contact-based, Company-based, Deal-based, Ticket-based and custom objects in HubSpot to create a Rocketlane project automation workflow.
Click on the edit icon next to the workflow name to add a name and description.
Click on 'Set up triggers' to add Enrollment triggers.
Set up the Enrollment triggers and click on 'Apply filter'.
You can apply multiple triggers and give an and/ or relationship between them. Click Save to add the triggers. Click on the '+' icon to add a new action.
From the 'Choose an action' dialog box, go to Rocketlane > Rocketlane Create Project.
Note: In case you do not see the Rocketlane Create Project action, please go back to your Rocketlane account and check if you have integrated your HubSpot account with Rocketlane.
Make sure you have successfully connected your HubSpot account and selected the supported objects or used a custom object for the enrollment triggers.
Please contact us at email@example.com if you still face issues!
In the next step, you can fill in details about the Rocketlane project using HubSpot properties. Next, click on Save.
- Associated RL Account
Choose the Rocketlane account that you have enabled the HubSpot integration for.
- Project Name
Choose a property in HubSpot to be added as the Project name in the Rocketlane project.
- Project Start Date
Choose a property in HubSpot to be added as the Project Start Date in the Rocketlane project.
- Project End Date
Choose a property in HubSpot to be added as the Project End Date in the Rocketlane project.
Choose a property in HubSpot to be added as the Company in the Rocketlane project.
- Project Owner
Choose a property in HubSpot to be added as the Project Owner in the Rocketlane project.
Choose a template from the Rocketlane account added to be used creating the project.
- Associated RL Account
Click on Review and Publish from the top right side of the screen to review your automation workflow.
Review your automation workflow in this step and click on the Turn On button to enable your automation workflow.
Once you have your workflows up and running, head to ‘Field sync’ page and set up how data syncs between HubSpot and Rocketlane.
Enabling Fields Sync between HubSpot and Rocketlane Fields
Fields Sync allows one-way and two-way flow of data between HubSpot and Rocketlane.
In this section you can map fields between your Rocketlane's project and HubSpot Objects such as 'Deals'.
Note: Please ensure that you select HubSpot objects that you have used in your automation workflows.
Let us take a look at how you can enable fields sync between HubSpot and Rocketlane.
In the Fields Sync section, you will be asked to add a HubSpot object.
Please ensure that you select HubSpot objects that you have used in your automation workflows. After adding the object, click OK.
Now you will be asked to map HubSpot fields to Rocketlane project fields. Under the HubSpot column, you can choose the HubSpot object's fields and the referenced object's fields.
Under the Rocketlane column, choose from a list of project fields that correspond to the HubSpot fields.
The arrow button or the directional arrow button helps you to determine the direction of the sync between HubSpot And Rocketlane fields.