Hiring and Onboarding Remote Employees

HubSpot is one of the most popular CRM platforms on the market, and it’s the go-to platform for many sales teams. But while it’s a robust, easy-to-use platform, sometimes you need that HubSpot sales data in a report or a spreadsheet everyone can get access to. For many teams, that’s not possible unless someone copies and pastes data manually from one tool to the other or spends hours cleaning up CSV exports from HubSpot to make that data useful in their spreadsheets. But these aren’t your only options. Unito’s integration for HubSpot and Google Sheets allows you to automatically export HubSpot data to your spreadsheets while keeping everything in sync. That means anyt…

Four hundred support tickets last month. Twelve variations of the same feature request. Three lost deals because competitors have a capability that isn’t mentioned anywhere relevant. NPS comments mentioning the same pain point repeatedly. The PM knows about these patterns. Engineering does not. Product feedback lives in support tools, sales CRMs, feedback platforms, and survey results. Engineering work lives in Jira. The gap between where feedback arrives and where work gets done means customer voice gets lost in translation. By the time a feature request becomes a Jira ticket, the original context (the frustration, the use case, the competitive pressure) has been str…

Roadmaps speak in quarters and outcomes. Sprint boards speak in points and tickets. The gap between them is where promises die. Checkout redesign was Q2’s top priority in the roadmap. It’s not in the next three sprints. The mobile app initiative shows “In Progress” on the stakeholder deck but hasn’t been broken into epics. Enterprise features are Q4’s focus, but nobody on the engineering team seems to know about them. This disconnect isn’t a communication failure. It’s a structural problem: roadmaps and sprints operate on fundamentally different timescales with different information quality. Context switching between these altitudes costs hours. It takes 23 minute…

You’ve documented your ticket escalation process. Level One handles password resets and basic requests. Level Two takes infrastructure issues and account access problems. Level Three owns complex technical problems and vendor coordination. The workflow diagram looks clean. The support tiers are clearly defined. Then a ticket escalates, and everything breaks down. Level Two gets a ticket with “Network connectivity issue, escalating” in the notes and nothing else. They can’t see the troubleshooting steps Level One already tried. They don’t know which user reported the problem or when it started. They spend twenty minutes reconstructing context from Slack messages and em…

“How’s that feature going?” “On track.” “When will it ship?” “Soon.” Neither side has numbers. Both sides leave uncertain whether they’re aligned. This conversation repeats weekly, same script, same ambiguity, same lack of shared data. Engineering has dashboards full of velocity charts, burndown graphs, and cycle time metrics. Product has roadmap views, prioritization scores, and stakeholder updates. These dashboards serve their respective teams but do nothing to create shared understanding between them. The cost of this fragmentation is $450 billion annually lost to context switching globally, much of it from people toggling between systems trying to piece togeth…

In this guide, you’ll find everything you need to know about setting up an integration to sync Rovo with Asana using an automated flow from Unito. This integration supports Asana tasks, projects, and portfolios. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any technical resources or extensive routine maintenance. No troubleshooting complex automations or relying on expensive consultants, either. Overview Tools: Rovo and Asana Use cases: AI agent integration, record syncing Great for: Project managers, IT teams, software developers. Unito’s integration for Rovo and Asana allows users o…

Here’s everything you need to know about setting up an integration to sync Rovo with Salesforce work items with an automated flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any technical resources and minimal maintenance. No need to troubleshoot complex automations or rely on expensive consultants, either. Overview Tools: Rovo and Salesforce Use cases: AI agent integration, record syncing Great for: Project managers, IT teams, software developers. Unito’s integration for Rovo and Salesforce allows users of any technical background, from project managers to software devel…

Your workflow documentation describes the happy path: a ticket arrives, gets categorized, routes to the right team, and gets resolved. Real workflows fail at the transitions. A P1 incident escalates from the service desk. Your engineering team sees it for the first time days after the customer reported it. The ticket shows three status changes, two reassignments, and zero context about what’s been tried. The customer’s last update reads: “Still broken. This is unacceptable.” You’re about to spend your evening reconstructing days of troubleshooting from Slack messages and email threads because someone, somewhere, marked the ticket as “in progress” without documenting w…

Here’s everything you need to know about setting up an integration that syncs Azure DevOps and HubSpot work items with an automated 2-way sync through Unito. Since Unito is a no-code, fully customizable platform you can set up your first secure integration without any IT resources. You won’t need to troubleshoot scripts or work with expensive consultants, either. More of a visual learner? Learn how to set up a Unito flow in this video tutorial. In this article: Why sync Azure DevOps and HubSpot? Step 1. Connect Azure DevOps and HubSpot to Unito Step 2. Choose a flow direction for new work items Step 3. Set rules to exclude work items from syncin…

Here’s everything you need to know about setting up an integration to sync Azure DevOps and Salesforce work items with an automated 2-way sync using Unito. Since Unito is a no-code, completely customizable platform, you don’t need any IT resources to set up your first secure integration. You don’t need to troubleshoot scripts or bring in third-party consultants, either. More of a visual learner? Learn how to set up a Unito flow in this video tutorial. In this article: Why sync Azure DevOps and Salesforce? Step 1. Connect Azure DevOps and Salesforce to Unito Step 2. Choose a flow direction for new tasks and work items Step 3. Set rules to exclude…

The ticket was simple. A user can’t access their financial reporting system. Priority: High. That part was clear. What wasn’t clear? Three teams touched the same ticket. Security had already verified credentials. Network ops had confirmed connectivity. But when the ticket landed with your application support team, none of that history came with it. Just a ticket number, a frustrated user, and a request to “please resolve ASAP.” You spent the next forty minutes reconstructing work that had already been done. The user spent that time wondering why IT couldn’t get its act together. And somewhere, buried in two other ticketing systems, was all the context you needed. …

Workflow integration software is no longer an option. It’s a necessity. The average organization used 106 SaaS apps in 2025. That means your workflows go through multiple platforms by default, with essential data scattered across them. But dig a bit beyond that number and you’ll find another story. That average actually went down — from 113 — since 2024. What does that mean? More and more organizations are realizing that just adding tools to their stack doesn’t solve all their collaboration problems. They’re trying to cut down on redundant platforms and streamline the way they work. But removing tools isn’t the only way you can do this. Workflow integration softw…

Need to move data between NetSuite and Smartsheet? Maybe you have teams working primarily in Smartsheet, but need to see their work represented in NetSuite? Or is Smartsheet your reporting tool of choice for NetSuite work? In this guide, you’ll find the following four methods for connecting Smartsheet with NetSuite: Manually exporting data between Smartsheet and NetSuite Using Smartsheet Data Shuttle Using automation tools Syncing Smartsheet and NetSuite with Unito First method: Manually exporting data between Smartsheet and NetSuite Both NetSuite and Smartsheet allow users to manually export data from specific parts of their workspace or the …

If you manage projects in Azure DevOps, you’re likely someone who prefers to minimize the amount of tracking in project plans while following an Agile methodology. Azure DevOps (or ADO) offers a range of options for configurations to support rollup to PM feature teams. But if your stack extends beyond Azure products, how do you keep that methodology going in other apps or tools? This article will break down two common methods for building an Azure DevOps product road map in other tools to keep data visible for anyone in your organization. This way, everyone gets the updates they need in the tools they use most. Why add an Azure DevOps roadmap to other too…

You meet all your Service Level Agreement metrics, but customer satisfaction scores are low and falling fast. You’re in monthly meetings explaining how both can be true while executives read comments about tickets “disappearing for days” despite being resolved “on time.” You suspect handoff delays are happening somewhere in the gaps between teams as tickets move between them. But your SLA tracking shows clean handoffs; the timer pauses, ownership transfers, and the clock restarts. Everything looks fine in your dashboard. The problem? Your metrics don’t actually measure your customers’ experience. They track ownership as though moving a ticket between systems is insta…

Without a sophisticated process and workflow, IT departments can’t respond to cybersecurity incidents quickly, resolve requests from high priority customers, or support internal teams in performing their own tasks effectively. The entire organization’s momentum can be ground to a halt as bottlenecks pop up in these circumstances. This is when the topic of integrations tends to crop up: do we build one internally or buy an out of the box solution? If we buy it, which vendors should we consider? What features are essential, which ones are nice to have, and what can we live without? So what do you do about these questions? Let’s get into it as we explain use cases fo…

How do you manage work between Jira and Smartsheet? At Unito, we often see examples of one department using one tool, while the team they work with prefers another, while neither is interested in doubling their work in multiple tools. This disrupts software development projects with lost information, siloed data, miscommunication, and sluggish collaboration. So if you’ve come here seeking help with enhanced project or task management, this Smartsheet Jira connector is your go-to solution. By the end of this article, you’ll learn how easily anyone can set up real-time task and issue syncing to boost your team’s efficiency. We’ll navigate through each Unito connector’s …

Running reports is a tiresome, repetitive task. Pulling data, formatting it, and syncing everything in one single Excel file takes time. Even when the tools we use have their own reporting systems, formal reports are typically submitted in a different format. Thankfully, if you work with Salesforce, there are easy ways to pull reports and sync data. While Salesforce has a built-in system for downloading reports, Unito can help amp up your process. Keep reading to learn more about how to export a Salesforce report to Excel, and how to create automatic syncs between both tools. First method: export a Salesforce report to Excel manually Knowing how to export a Sa…

Developers work in Jira, team leads work in Jira, and maybe even support specialists work in Jira. But the rest of the organization probably has their own tool they prefer, and that means someone has to jump back in forth between that tool and Jira. Or, if everyone’s in Jira, you’re struggling to build the reports your stakeholders want. Either way, you’re looking for a way to export Jira issues to excel. Creating that spreadsheet manually and copying the information in takes time you could be doing something more effective. So how can you get it done automatically? Here are three methods for doing that. In this article: When do you need to export Jira issu…

Your service desk metrics look great. Average handle time is down. First response time is under ten minutes. Ticket volume is steady. Then the VP of Sales corners you after standup: “Why does it take three days to reset someone’s laptop permissions? My team is still waiting on that CRM integration issue from last week.” You pull up the tickets. Both were closed by your service desk within the Service Level Agreement (SLA). Both were handed off to specialist teams (security, integration support), and that’s where they vanished into the void. Your service desk did its job perfectly. The work still didn’t get done. This is the coordination problem that most IT direct…

Migrating from Asana to ClickUp? Maybe you have two teams working in separate tools and you need to bring specific project information from one to the other? Let’s explore two methods for doing this. First method: using ClickUp’s built-in importer ClickUp has a built-in importing tool that can be used to pull tasks from Asana to your ClickUp lists. With this method, you’ll usually be able to kickstart your import within 10 minutes, and the full importing process can take up to a few hours. The exact time it takes to do this will vary, depending on how much data you’re importing. Here’s how this method works. Step 1: Prepare your ClickUp workspace Before …

So you’ve got a sales team in Salesforce with creatives or marketers managing projects in Asana. How do they collaborate and manage the pre-sales and sales cycles? Or alternatively, what if your support team handles case intake from Salesforce but then needs to assign work based on those cases through Asana? Maybe there’s a project manager jumping between both tools, maybe you’ve got automation figured out with a couple of triggers and actions to share work 1-way, or everyone is just sharing context in Slack and updating their own tasks accordingly. None of these options are ideal, especially not for a growing organization with hundreds or thousands of tasks to keep track…

In this guide, you’ll find everything you need to know to set up an integration that will sync Asana tasks with Zendesk tickets using an automated 2-way flow from Unito. Since Unito is a customizable platform with a no-code interface, you can set up this integration without any support from your technical teams. No need to troubleshoot complex automations or rely on expensive consultants, either. More of a visual learner? Check out this video tutorial for a similar integration. By the end of this guide your Asana-Zendesk integration will: Create new Asana tasks based on Zendesk tickets. Create new Zendesk tickets synced with Asana tasks. Update fie…

In this guide, you’ll learn how to connect Asana projects to ServiceNow, allowing you to automatically sync data between the two tools. This no-code Unito flow will automatically create new ServiceNow records and Asana tasks, keeping fields up to date in both tools. This can allow support teams to seamlessly escalate relevant tickets, project managers to report on customer support data, and more. By the end of this ServiceNow-Asana integration guide, you’ll be able to: Create new Asana tasks automatically based on specific ServiceNow records. Create new ServiceNow records synced to Asana tasks. Update fields in real-time with 2-way sync whenever manual chang…

Microsoft Azure DevOps is a key tool for software development teams managing code changes, testing and deploying processes, reporting, and managing projects. ServiceNow is a premiere IT management platform with a wide range of use cases, but in the context of an integration with ADO, we’re going to focus exclusively on ITSM in this article. So, imagine a scenario where a customer or internal user encounters a problem with your company’s app or service. This incident is reported to the IT service desk, who creates an incident in ServiceNow. All the details are in that incident, but the dev team works in Azure DevOps to actually make changes to the app, product, or ser…