Skip to main content

Improved Feature: Sync Action Plan Data to Deals/Projects

You can now sync action plan data to deals and projects. We continue to support tickets and are excited to bring this to more objects over time!

  • Connect + “write” permissions:

    • You’ll need to connect to HubSpot with “write” permissions enabled for the object you want to sync. Otherwise, you’ll see an error that permissions are not setup.

  • Project sync note:

    • The project sync will sync plan stats to the project object, but does not create or sync individual tasks to the project.

  • Setup URL:

**If you missed the first change log on syncing action plans to HubSpot (2/27/2026), you can review it here.