Teamwork for HubSpot

What happens when you combine the power of two of your favorite platforms for client work? With the Teamwork-HubSpot integration, get ready for a whole new world of automated features and processes to help you save time and align your internal teams.

Stay on top of your client work

Because Teamwork is the only project management platform built specifically for client work, pairing it with HubSpot helps you deliver work on time and on budget, eliminate client chaos, and better understand profitability.

Align your sales and marketing teams

Teamwork’s HubSpot-certified app seamlessly connects deals to Teamwork, smoothing the path from sales to client-facing teams so important information is never lost or glossed over.

Seamlessly connect deals from HubSpot to Teamwork

Equip your revenue-driven teams with powerful tools to make deals and track progress. Plus, you can even create projects in Teamwork directly from a deal in HubSpot, adding helpful context you need to close the deal.

Maximize billable time

Ensure your team focuses on their most important tasks with the ability to log time on client work as soon as they close a deal.

Get a step-by-step breakdown of how to enable the Teamwork-HubSpot integration here.

Take your client work to the next level with the Teamwork-HubSpot automation

With Teamwork’s HubSpot automation, you can seamlessly connect Teamwork to your HubSpot account, enabling you to create projects and tasks automatically. That means minimal effort on your part, thanks to Teamwork and HubSpot doing the heavy lifting for you.

Create projects and tasks when a deal changes in HubSpot

Bid adieu to timely manual steps when creating projects and tasks directly from HubSpot. With the help of the HubSpot automation, you can easily initiate a Teamwork project to be created when a HubSpot deal changes to a certain stage of the pipeline, optimizing the sales-to-onboarding handoff in the process.

Take advantage of project management templates

Choose from multiple templates that allow you to perform the same actions every time you need to set up work for a new client. That way, you never have to worry about missing a step along the way.

Avoid poor handoffs and reduce churn

Streamline the process from sales to onboarding to customer success by reducing the time from contract signed to first steps with every new customer.

Impress new clients

Connect the buyer journey from sales to client onboarding and delight your newest customers with an impressive, efficient experience right from the get-go.

Learn more

Want to find out more about using the Teamwork-HubSpot Integration and Automation? Our Help Docs have you covered, with detailed step-by-step information, including:

• Enabling the HubSpot Integration on Your Site
• Creating a Project from a Deal in HubSpot
• Creating Project Items via HubSpot
• Creating Automations with HubSpot

Have questions, feedback, or need support? The Teamwork Support Team is just a click away.