Connect Projectworks and HubSpot and use the HubSpot workflows to create/update Projectworks.
Please note that the HubSpot integration is currently running as a beta program.
Please contact firstname.lastname@example.org if you would like to join.
Enabling the integration
Contact email@example.com to have the HubSpot integration option made available for you. Once the integration has been enabled in your environment you will be able to authenticate with HubsSpot to establish the connection between the two systems.
This in done in the admin section: admin > integration > enable integrations
With the HubSpot integration enabled you will be able to complete the setup on the HubSpot tab.
You will need to have HubSpot administrator access to establish the connection.
How the integration works
The heavy lifting of setting up the integration is done within HubSpot where you use the HubSpot workflow function to build the workflows to create the necessary entities within Projectworks.
A simple example would be to automatically create a project in Projectworks when a deal is won in HubSpot. You can have multiple workflows running to, for example you could create an unsigned opportunity project in Projectworks if the probability of the deal reaches 80% in HubSpot.
Please note that you must be a HubSpot Administrator. When setting up the workflow, ensure that it is Deal Based.
Ensure you select Deal Based when setting up the workflow
Below is an example showing how to create a HubSpot workflow that will create a project in Projectworks when a deal is won in HubSpot. Note that you can create multiple workflows if needed.
Please contact firstname.lastname@example.org if you would like to join the beta program.