Get even more out of Projectworks with the direct integration to HubSpot. Combine the power of Projectworks’ features for project management of people and finance combined with HubSpot’s tools to manage marketing, sales, content management, and customer service.
Save time by setting up workflows in HubSpot so that when a HubSpot deal moves to Closed Won or a pre-determined stage, this triggers a company and/or project to be created in Projectworks.
Automate processes and improve accuracy by having information flow between your business critical systems
About Projectworks
Projectworks is software for your entire business, with tools for everyone on your team whether they are PMs, execs, working in HR or handling the books.
There’s a dependency between resource booking, project scheduling, timesheets, recoverability and gross margins. The aim of Projectworks is to bring all these tools together for simpler operation of your services business.
Born out of one service company’s need for tools, Projectworks has evolved into a solution that simplifies services for all. Each feature was designed while considering how a services business operates and how tracking data can make the day-to-day more effective across teams.
About HubSpot
HubSpot’s CRM platform has all the tools and integrations you need for marketing, sales, content management, and customer service. Each product in the platform is powerful alone, but the real magic happens when you use them together.
Marketing software to help you grow traffic, convert more visitors, and run complete inbound marketing campaigns at scale.
Sales CRM software to help you get deeper insights into prospects, automate the tasks you hate, and close more deals faster.
Customer service software to help you connect with customers, exceed expectations, and turn them into promoters who grow your business.
The connection between Projectworks and HubSpot is simple. Once you have enabled the integration within Projectworks, workflows can be set up in HubSpot to take actions in Projectworks when a pre-determined criteria or threshold is met, such as creating a new unsigned project in Projectworks when the probability of a deal reaches 80%. Project Managers will be notified that a new project has been created for them in Projectworks.