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’.
Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're working on.
Become an expert in managing capacity and workload when you use PlanRight and WorkflowMax together.