Leave painful sales admin behind with Projectworks and HubSpot
The HubSpot and Projectworks integration automatically creates projects from opportunities. As a result, your team saves time and can focus on the billable work that matters.
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.
See how the Projectworks and HubSpot integration works
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.
Explore the full integration details in our knowledge base article.
IN THE WORDS OF PROJECTWORKS CUSTOMERS ACROSS THE GLOBE
“Can't fault the Projectworks team and software. Really responsive customer service team. Frequent roadmap releases. Highly recommend”
“We have tried a number of different tools including Mavenlink, WorkflowMax and Accelo. Projectworks is our favorite by far. It's the right balance of advanced features but simplified functionality”
New to Projectworks?
Projectworks is a platform designed specifically to help increase visibility, improve margins, and set up your professional services business for scale. Start a free trial today and we’ll be in touch.
New to Hubspot?
HubSpot is a powerful online CRM platform that connects your data, teams, and customers, allowing you to streamline your business.