Combine a powerful CRM and Marketing platform with WorkflowMax and get your sales and production teams talking to each other.
How it works

Set up your account:

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’

set up your account

Set up the connection:

1. Click ‘Connection Details’ on the left-hand menu.
2. You’ll need to enter your HubSpot ID and your WorkflowMax API and Account Key in the fields provided. If you’re not sure how to get these, please visit https://support.xero.com
3. Then click on ‘Click here to authorise HubSpot access’ and follow the prompts on the pop-up box to authorize your HubSpot account .
4.Select ‘save settings’.

Set up connection

Set up sync between HubSpot and WorkflowMax:

Click ‘Sync Settings’ on the left-hand menu.
You’ll see three options to switch on or off using the buttons on the right-hand side.
1. Create a job in WorkflowMax when a deal is closed/won in HubSpot - selecting this option means when a deal is closed or won in HubSpot, a job is setup in WorkflowMax automatically. This option only works with HubSpot CRM.
2. Sync HubSpot companies and contacts to WorkflowMax clients and contacts - selecting this option allows ‘Companies’ in HubSpot with a lifecycle stage of 'Customer' to sync as a 'Client' in WorkflowMax.
3. Sync WorkflowMax clients and contacts to HubSpot companies and contacts - selecting this option allows ‘Clients’ and ‘Contacts’ in WorkflowMax to sync with ‘Companies’ and ‘Contacts’ in HubSpot.
4. Once complete, select ‘save settings’

set up sync

Set up field mappings:

Select Company/Client Field Mappings in the left-hand menu. Under Standard Mappings you will see which fields in HubSpot will sync with the corresponding field in WorkflowMax.

Use the Add a New Mapping selector to add as many custom mappings as you need. Enter the HubSpot field name and the corresponding WorkflowMax field name, then click Add Field Mapping. Keep in mind that the app will only let you map compatible field types.

set up field mapping

Other popular integrations

Xero
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Beautiful Accounting Software. Invoices, purchases and client contacts automatically transfer to Xero from WorkflowMax.

Zendesk
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The WorkflowMax time widget allows support agents to enter time against the ticket they are working on.

Plan Right
Staff Scheduling

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.

Salesforce CRM Connector
CRM

WorkflowMax now connects to Salesforce, the most powerful CRM software in the world.