The HourStack HubSpot integration allows your team to schedule and track time from the tasks they’re already working on in HubSpot — which means no duplicating tasks, interrupted workflows, or jumping back and forth between applications.
You can connect or disconnect integrations anytime through your account settings. All integrations are scoped to you personally, meaning that nobody else on your team can access your integration connection or data. You'll have access to your HubSpot integration across all of your workspaces.
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To connect your HubSpot account, navigate to your account settings and find HubSpot under the available integrations and click "Connect". This will take you to HubSpot to login to the account you'd like to connect and to authorize the HourStack app to access your HubSpot account data. Once you've authorized the HourStack app, the integration will be connected and you can start using it immediately from your calendar.
On your account settings page, click the "Manage" link next to your connected HubSpot integration to manage the settings.
Filtering and sorting selections you make within the integration will automatically be saved to your integration configuration so that each time you open the integration, it will be in the state you last left it, even across browsers or devices.
HubSpot is developing a new API currently that will give us access to filter and sort tasks so that we can have much better task data available for this integration. Until then, the best we can do is pull "recent" tasks from their API. Please note though, that a recent task is any task that has been created or modified on HubSpot in the last 30 days. If you create tasks further out than that, they won't show up in the integration unless they were modified in the last 30 days. We understand this isn't ideal, but as soon as the new HubSpot "Engagements" API is available we'll switch to it and ensure you have all your tasks available and easily accessible via the integration like we do with Asana, Trello, Todoist, etc.
You can filter your HubSpot tasks by company, owner, or type. Type is either call, email, or todo. Tasks can be sorted by name, priority, or due date and you can search tasks by name.
You can use HubSpot tasks to create entries in HourStack by dragging and dropping them onto the calendar, or by clicking on the HubSpot task and selecting "Schedule task" from the menu. Notes from the HubSpot task are automatically copied over to the HourStack entry. Creating entries from integrations requires the same permissions as creating entries from scratch.
💡 To create entries for yourself with this integration the
my_entries permission is required.
💡 To create entries for other team members, the
other_entries permission is required along with
other_teams if the member you are wanting to create entries for belongs to a different team than you.