14 July 2024 - Contacts directory, native HubSpot integration and Salesforce integration

The team has been busy working on the contact directory screens and some brand new CRM integrations!

Included in this release:

Contacts directory screens

We have also recently enhanced your HubSpot to Projectworks integration, and for those using Salesforce - you can now integrate with Salesforce!

Native HubSpot Integration
Salesforce Integration

Feedback or questions?
Email us as support@projectworks.io and one of the team will get back to you!

Contacts directory screens

We have enhanced the filtering on the contact directory screens, so that if you have numerous contacts, it is easier for you to find who you are looking for. You can now also see the contact’s addresses in the contacts directory and the downloaded CSV.

Native HubSpot Integration

You can now connect your Projectworks and HubSpot instances and automatically create projects and companies in Projectworks from your HubSpot deals. You will no longer need to set up HubSpot workflows or use Zapier to do this.

Don’t worry - if you are already integrated with HubSpot and have workflows set up, these will continue to work and you don’t need to make any changes.

Salesforce to Projectworks Integration

If your company uses Salesforce, you now also have the ability to integrate Projectworks to Salesforce and automatically create Projectworks projects and companies from your Salesforce Opportunities.