Rocketlane's Integration for HubSpot

Created by Niharika Pandey, Modified on Thu, 9 Jul at 4:39 PM by Advaith R

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In this article

Integrating HubSpot with Rocketlane
Automating project creation using HubSpot workflows
- Field mapping reference
Enabling fields sync between HubSpot and Rocketlane
One-way and two-way sync compatibility

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 your profile icon in the bottom-left corner of the Rocketlane dashboard and select Settings. In the left sidebar, go to Partners > Integrations.
On the Integrations page, locate the HubSpot card and click it to open the connection settings.
You are redirected to the Connection tab on the HubSpot integration page. Click Login under Connect to HubSpot. This redirects you to HubSpot to securely authorize the connection.
Select the HubSpot account you want to connect to Rocketlane, then click Choose Account.
Review the permissions requested by Rocketlane to manage and view your CRM data.
Review the HubSpot authorization agreement and click Connect app.
HubSpot redirects you back to Rocketlane with a success confirmation. Your HubSpot account is now integrated with Rocketlane.

Automating project creation using HubSpot workflows

The HubSpot integration lets you create a deal-based workflow that automatically creates a Rocketlane project when a deal reaches configured stages.

In HubSpot, go to Automation > Workflows and click Create workflow. Select From scratch.
Configure the trigger criteria. Select Record meets a set of filter conditions, choose Deal as the record type, and set Deal stage to any of the following: Closed Won (Sales Pipeline), Contract Sent (Sales Pipeline), Closed Won (Implementation Pipeline), or Contract Sent (Implementation Pipeline). You can test the criteria by selecting a sample deal.
Click Next to open the Settings step. Turn Re-enroll on so deals can re-enroll in the workflow when they meet the trigger criteria again.
Click Save and continue to open the workflow builder. Click the + icon to add a new action.
In the action sidebar, go to Integrated Apps > Rocketlane and select Create Project.
Configure the Rocketlane action by mapping HubSpot properties to Rocketlane fields, then click Save. Click the + icon to add a new action.
From the Choose an action dialog box, go to Rocketlane > Rocketlane Create Project.
Fill in the Rocketlane project details using HubSpot properties, then click Save.
Click Review and turn on from the top right of the screen to review your automation workflow.
In the Review Workflow panel, review enrollment, timing and performance, and connections. Enter a descriptive workflow name, then click Turn on workflow.

NoteYou can only work with Contact-based, Company-based, Deal-based, Ticket-based, and custom objects in HubSpot to create a Rocketlane project automation workflow.

TroubleshootingIf you do not see the Rocketlane Create Project action, go back to Rocketlane and check that your HubSpot account is connected and that you have selected supported objects for the enrollment triggers. Contact care@rocketlane.com if you still face issues.

Field mapping reference

When configuring the Rocketlane Create Project action, map HubSpot properties to Rocketlane fields as follows:

Rocketlane field	What to map from HubSpot
Associated RL Account	Choose the Rocketlane account that has the HubSpot integration enabled.
Project Name	Deal Name (Enrolled deal)
Project Start Date	Create Date (Enrolled deal)
Project End Date	Close Date (Enrolled deal)
Company	Company Name (Contact: Most recently updated)
Project Owner	Deal owner (Enrolled deal)
Template	Choose a template from your Rocketlane account to use when creating the project.

Once your workflows are up and running, go to the Field sync page to set up how data syncs between HubSpot and Rocketlane.

Enabling fields sync between HubSpot and Rocketlane

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 project and HubSpot objects such as Deals.

In Rocketlane, go to Settings from the sidebar. In the left navigation, scroll to Integrations and select the HubSpot card. Open the Fields sync tab and click Add a HubSpot object.
Select the HubSpot objects that you have used in your automation workflows, then click OK.
Map HubSpot fields to Rocketlane project fields. Under the HubSpot column, choose the HubSpot object's fields and any referenced object fields.
Under the Rocketlane column, choose the project fields that correspond to the HubSpot fields.
Use the directional arrow button to set the direction of sync between HubSpot and Rocketlane fields.

NoteSelect HubSpot objects that you have used in your automation workflows.

One-way and two-way sync compatibility

The following table lists compatibility and data flow directions between HubSpot and Rocketlane field types.

HubSpot field type	Sync direction	Rocketlane field type
Calculation	HS → RL	Text, Multiline, Number, Boolean (based on formula result type)
Score	HS → RL	Text, Multiline, Number, Boolean (based on formula result type)
Single checkbox (Yes/No)	HS ↔ RL	Boolean
Currency	HS ↔ RL	Number
Date	HS ↔ RL	Text, Multiline, Date
HTML	HS ↔ RL	Text, Multiline
Number	HS ↔ RL	Number, Text
Radio select / Dropdown select (Single-select)	HS ↔ RL	Single-select, Text, Multiline
Multiple checkboxes (Multi-select)	HS ↔ RL	Multi-select, Text, Multiline
String	HS ↔ RL	Text, Multiline
Date time	HS → RL	Text, Multiline, Date Time
File	HS ↔ RL	Text, Multiline