Integrating Hubspot and Hive: Closed Won Deals to Create Projects
In today's fast-paced business environment, efficiency is key. One way to boost productivity is by automating repetitive tasks. In this blog post, we'll explore how to use Hive Automate to automatically create projects in Hive when a deal is closed in HubSpot. This automation can save valuable time and ensure consistency in your project management process.
The Problem
Imagine this scenario: Your sales team closes a deal in HubSpot. Then, a team member like Leo has to manually:
- Check the CRM for new projects
- Retrieve contact and project details
- Log into Hive
- Look for an existing similar project
- Copy the project
- Customize it for the new client
This process is time-consuming and prone to errors. But what if we could automate it?
The Solution: Hive Automate
Hive Automate, powered by Workato, allows you to create powerful workflows (called "recipes") that connect different apps and automate tasks. Here's how to set it up:
Step 1: Activate Hive Automate
- Go to the Apps section in Hive
- Find "Automate" and toggle it on
- Pin it to your left sidebar for easy access
Step 2: Create a New Recipe
- Click "Create Recipe"
- Name your recipe (e.g., "New Deal to Hive Project")
- Choose "Trigger from an app" as your starting point
Step 3: Set Up the Trigger
- Select HubSpot as your trigger app
- Choose "New/Updated Record" as the trigger event
- Select "Deal" as the object type
- Add a filter: Deal Stage = Closed Won
Step 4: Configure the Action
- Select Hive as your action app
- Choose "Create Record" as the action
- Select "Project" as the object type
- Set the project name to dynamically pull from the HubSpot deal name
- Configure additional fields as needed (e.g., copy action cards from a template project)
Step 5: Test and Activate
- Run a test by marking a deal as Closed Won in HubSpot
- Verify that a new project is created in Hive
- Save and activate your recipe
The Result
With this automation in place, every time a deal is marked as Closed Won in HubSpot, a new project will be automatically created in Hive within seconds. This not only saves time but also ensures that no deals fall through the cracks.
Conclusion
Hive Automate offers a powerful way to connect your sales and project management workflows. By automating the creation of projects based on closed deals, you can streamline your processes, reduce manual errors, and allow your team to focus on what really matters – delivering great results for your clients.
Remember, this is just one example of what's possible with Hive Automate. The platform supports numerous other apps and can be used to create complex, multi-step workflows tailored to your specific needs.
Ready to take your productivity to the next level? Give Hive Automate a try and see how it can transform your workflow!
