120Water · Delivery / S&D
Set your details in Settings first, then log work items and submit to import into HubSpot.
Fills in the pipeline for you and remembers your clients.
Picking a work type sets the pipeline for you. Not on S&D? Leave this blank and just choose a pipeline above.
Attach this entry to a HubSpot ticket. Leave blank if none.
Bring in a batch from a spreadsheet — one row per entry. Grab the template to see the columns.
Submit your entries to HubSpot for import. Verify they arrived in the Work object.
Save recurring clients by company + project ID for faster logging.
One client per line: Label, CompanyID, ProjectID — project optional.
Set once. Stamped on every entry as "Completed By".
Your name and HubSpot owner ID are stamped on every entry as "Completed By". Pick once.
In HubSpot: Settings → Users & Teams, open your user — the owner ID is in the URL, or ask your admin. It's the number, not your email.
Export your details + client list as a file. Your admin can build the client list once and share it here for the whole team.
Work object 2-5320732 · headers match your import template