How To Integrate ServiceNow and HubSpot With Two-Way Updates

In this guide, you’ll find everything you need to know to set up an integration to sync ServiceNow records with HubSpot work items using an automated 2-way flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can deploy your first integration without an IT team. You won’t need to troubleshoot complex automations or work with third-party experts, either.

More of a visual learner? Check out this video tutorial for a very similar integration.

By the end of this guide your ServiceNow-HubSpot integration will:

• Create new HubSpot tickets automatically based on ServiceNow records you create.
• Create new ServiceNow records synced with the HubSpot tickets you work on.
• Update fields in real-time as you work in both tools.

In this article:

• Connecting ServiceNow to Unito for the first time.
• Step 1: Connect ServiceNow and HubSpot to Unito
• Step 2: Choose flow direction
• Step 3: Build rules to sync specific work items
• Step 4: Set field mappings between ServiceNow and HubSpot
• Step 5: Launch your ServiceNow-HubSpot integration

Connecting ServiceNow to Unito for the first time

A ServiceNow admin will need to set up the initial connection between Unito and your ServiceNow account. From there, you can authorize Unito to sync data out of ServiceNow using OAuth 2.0 or a username and password.

Make sure you have the following information on hand to connect your account:

• ServiceNow Domain URL: https://INSTANCENAME.service-now.com
• OAuth 2.0: An OAuth Client ID and Secret
• Username: Your ServiceNow username and password

Step 1. Connect ServiceNow and HubSpot to Unito

1. Sign up for Unito.
2. Click +Create Flow in the Unito app.
3. Click Start Here to connect ServiceNow and HubSpot.
4. Click +Choose account for each tool and complete the authorization process.
5. Choose the type of ServiceNow record you want to include in your flow. Unito supports all record types, including requests and incidents.
6. Choose the type of HubSpot work item you want to sync. Unito supports HubSpot tickets, tasks, and deals.
7. Once you’ve connected your tools, click Confirm.

First time connecting tools to Unito? Check out our in-depth guide.

Step 2. Choose flow direction

With flow direction, you choose where Unito automatically creates work items to match those you create manually. You have three options:

• 2-way: Both ServiceNow records and HubSpot work items are automatically created by your Unito flow to match the items your team creates manually in each tool.
• 1-way from ServiceNow to HubSpot: HubSpot work items will be automatically created by Unito to match ServiceNow records you create manually. Unito won’t create new ServiceNow records.
• 1-way from HubSpot to ServiceNow: ServiceNow records will be automatically created by Unito to match HubSpot work items you create manually. Unito won’t create new HubSpot work items.

Here’s a more detailed guide to how flow direction works.

Step 3. Build rules to sync specific work items

Unito rules can do two things:

1. Filter out work items you don’t want to sync. For example, you could create a rule that only syncs HubSpot tickets opened after a certain date.
2. Automating certain actions. For example you could create a rule that automatically assigns a new ServiceNow record to a certain person on your team.

To start building your rule, click Add a new rule, then choose a trigger and action.

You can learn more about setting rules here.

Step 4. Map fields between ServiceNow and HubSpot

When you map fields, you pair fields in ServiceNow with fields in HubSpot so data always goes right where it needs to be. Unito can usually map most fields automatically whether they’re exactly the same (Assignee→Assignee) or compatible (URL→Text). You can also choose to map fields manually to fully customize your flow.

Here’s what you’ll see when Unito maps your fields automatically.

To add a new field mapping, click +Add mapping then Select a field. When you choose the field you want to map in one tool, Unito will automatically recommend compatible fields in a dropdown under the other tool.

Fields identified with a cog icon can be customized further once they’re mapped. For example, a Status field can be customized so its options match those in another field.

Step 5. Launch your ServiceNow-HubSpot integration

That’s it! You’re ready to launch your flow. Unito will automatically keep ServiceNow records and HubSpot work items in sync. This will allow your teams to collaborate more effectively without copying and pasting data or jumping back and forth between tools.

What’s next?

Need to integrate ServiceNow or HubSpot with other tools in your stack? Check out our other guides:

• Syncing ServiceNow with Asana
• Integrating HubSpot with Jira
• Connecting ServiceNow and Google Sheets
• Syncing HubSpot with Google Sheets
• Integrating ServiceNow and Azure DevOps
• Connecting HubSpot with Airtable

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