1. Go to the HubSpot / WorkflowMax integration tool by clicking here.
2. Create a new account by entering your email address and password - it will be different from either your WorkflowMax or HubSpot login details. You only need to do this once while setting up the integration.
3. Click ‘Start Integration Setup’
Beautiful Accounting Software. Invoices, purchases and client contacts automatically transfer to Xero from WorkflowMax.
The WorkflowMax time widget allows support agents to enter time against the ticket they are working on.
PlanRight enables the transparent optimisation of capacity and workload for you and your staff via drag and drop functionality. Learn more about how PlanRight and WorkflowMax below.