Overview

The Projectworks and HubSpot direct integration automatically creates new projects from opportunities in up to two different HubSpot pipelines, saving your team valuable time and helping them to bill more hours.

For HubSpot customers on a tier with workflows enabled, this same project creation can be enabled using workflows. Additionally, contact-based workflows can be used to automatically create a contact in Projectworks, and HubSpot deal amounts can become budgets in Projectworks.

We offer comprehensive field mapping across both systems, including project custom fields and custom deal properties in HubSpot. You also have flexible control over what HubSpot field changes can trigger a sync to update Projectworks. This controlled sync prevents unwanted updates and supports the unique way your business operates.

Improved visibility = smarter business decisions

Gain control over your sales pipeline and deliver projects on time and budget with accurate resourcing plans.

Automate your admin and boost your billable time

Use HubSpot data to automatically create contacts, budgets, and projects in Projectworks and maximize your billable time.

Increase staff productivity with an integrated system

Improve employee satisfaction and efficiency with an easy-to-use services ecosystem that your team will love.