Integration
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      Integration > CRM

      Projectworks offers native integration options for HubSpot and Salesforce.

       

      HubSpot

      To integrate Projectworks with HubSpot you will need to connect your Projectworks instance to your HubSpot account. Click connect and follow the prompts to complete the connection.

      With the HubSpot integration enabled a new HubSpot menu will be added to the integration section in the Projectworks administration menu where you can complete the setup.

      The person establishing the connection will need to have HubSpot administrator access to establish the connection.

      Learn more about setting up the HubSpot integration →

      Salesforce

      To integrate Projectworks with Salesforce you will need to connect your Projectworks instance to your Salesforce account. Click connect and follow the prompts to complete the connection.

      After successfully establishing the connection you will have the option to Configure Sync. Click this button and complete the setup for how you want the integration to be configured.

      Learn more about setting up the Salesforce integration →