HubSpot to Breezeway Integration - Task Creation & Breezeway Status (Closed) Tracking

Take a look at the training video here on how the new HubSpot to Breezeway Task creation integration works from HubSpot. Super cool stuff and hopefully makes your lives easier!

https://www.loom.com/share/09ba1bf3dd2e416e88ebbaa86d11339a

 

In this video, I provide an overview of the new Hub Spa to Breezeway integration. I demonstrate how to create a ticket in Hub Spa and track it in Breezeway using the pipeline view. I show you how to associate the ticket with a specific action, such as an inspection or maintenance task, and provide a description and priority for the task. I also explain how to access the report and task links in Breezeway and how to navigate between Hub Spa and Breezeway using the task tag. This integration simplifies ticket management and allows property agents to easily track and complete tasks.

 

00:00 Introduction to Hub Spa to Breezeway integration
00:27 Creating a ticket in Hub Spa
01:00 Associating the ticket with an action in Breezeway
01:42 Providing details for the task
02:41 Creating a task in Breezeway
03:30 Accessing report and task links
04:22 Understanding the task tag
05:18 Benefits of the integration