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Effortlessly Create Items in KiteSuite with HubSpot Integration

What is HubSpot?

HubSpot is a leading CRM platform that helps businesses manage marketing, sales, customer service, and operations. It offers tools for automation, analytics, and customer engagement.
kitesuite-hubspot

Why KiteSuite + HubSpot?

KiteSuite + HubSpot enables seamless team collaboration by integrating item management with real-time communication. Streamline workflows and boost productivity effortlessly.

Create a new Item, assign it to yourself or a teammate, and add it to an existing project

See KiteSuite data like tasks, milestones, projects, portfolios, and more

Comment on a task
Mark a task complete
List all tasks in your workspace or organization
Receive updates on task creation, completion, or comments

How to connect HubSpot + KiteSuite?

Step 01

Log in to your KiteSuite account.

kitesuite-hubspot
hubspot
Step 02

From your KiteSuite account navigate to the top left corner.

Click on the "Workspace icon." Refer to the screenshot.
Step 03

In the workspace pop-up menu, select "settings."

Find the screenshot for reference.
hubspot
kitesuite-hubspot
Step 04

Select "Integrations."

Find the screenshot for reference.
Step 05

Select "HubSpot" from integration options, as shown in the screenshot .

kitesuite-hubspot
Step 06

Initiate the integration by clicking on the "Add to HubSpot" button, to link your HubSpot account with KiteSuite.

Step 07

Select your account and review permissions

This step establishes the integration between KiteSuite and HubSPot

How KiteSuite Works With HubSpot

KiteSuite works with HubSpot by integrating item management processes into HubSpot's CRM system. This allows businesses to automate workflows, leverage customer data, and trigger actions across platforms. With KiteSuite's seamless connection, teams can efficiently manage and track items, ensuring smoother operations and enhanced productivity.

Step 01
Select "Workflows" within your automations.
kitesuite-hubspot
kitesuite-hubspot
Step 02
Choose the KiteSuite integration from the list of available actions.
Step 03
Configure the action by selecting the item and desired workflow trigger.
kitesuite-hubspot
hubspot
Step 04
Save and activate the workflow to automate item management in KiteSuite.
Step 05
To check the created item go back to your KiteSuite account project and you will see the created item in your Item List screen.
kitesuite-hubspot
kitesuite-hubspot
Step 06
Clicking on the Item/ticket you can see all the details related to the item, as per the screenshot.