HubSpot and Rocketlane integration allows users to automate project creation based on predefined triggers in HubSpot workflows. To ensure a smooth integration process and avoid common issues, follow these best practices and troubleshooting steps.

Overview of HubSpot-Rocketlane Integration

The integration between HubSpot and Rocketlane streamlines project creation, enabling teams to automate workflows efficiently. However, correct configuration in HubSpot workflows is crucial to avoid triggering issues.

Common Issues and Troubleshooting

Missing Required Fields

A common issue occurs when the automation does not trigger project creation in Rocketlane. This is often due to incomplete information in the HubSpot workflow. Rocketlane requires specific fields to be filled for the automation to execute successfully. Solution:

1. Review your HubSpot workflow configuration.

2. Ensure all required fields are filled before attempting to trigger the automation. This step is critical to avoid errors or incomplete triggers.

Best Practices in Setup and Configuration

Managing Project Names

Rocketlane accommodates duplicate project names when using HubSpot-triggered automation. This flexibility allows teams to structure their projects based on their specific requirements without the need for unique name constraints. Guidelines:

• Duplicate project names in Rocketlane are permitted. Ensure this aligns with your internal naming standards to avoid confusion.