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WorkflowMax Now Integrates with HubSpot [Product Update]

Finally - the world’s best inbound marketing software joins forces with the cleverest project management system, giving your business all the tools you need to succeed - right at your fingertips.

The WorkflowMax team has been working on this project for months - testing and tweaking and testing some more - and we’re pleased to finally be launching an exciting new integration on to the market. With the WorkflowMax / HubSpot integration, you will finally be able to sync data between both platforms, meaning:

  • Deals marked as won in HubSpot CRM are pushed into WorkflowMax as projects … automagically.
  • No more double entry - your client and company data is fully synced in real time.
  • Use WorkflowMax as your agency hub to bring together CRM, inbound marketing, document management, accounting, payroll and more.

The WorkflowMax / HubSpot integration works with both the free HubSpot CRM and the HubSpot marketing platform, so you can sync contacts and companies with WorkflowMax for a seamless transition between all your business tools. (The deals to jobs functionality is only with the HubSpot CRM, however).

Not familiar with HubSpot? Well, here’s the down-low:

  • HubSpot is a world-class inbound marketing platform, enabling a business to operate all their online marketing from one platform.
  • Manage your landing pages, blog, social media, calls-to-action, and gain valuable insights into your marketing efforts.
  • You can also make use of the free intuitive HubSpot CRM to manage leads and prospects.

Want to find out more about how the integration works? We’ve created a video tutorial to walk you through the steps:

Ready to get started? Then click the link below:


Start setting up HubSpot - WorkflowMax Integration



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Monica Shepherd
Monica is a marketing copywriter for WorkflowMax, creating content for the website, blogs and ebooks. Having run a copywriting business helping a wide range of businesses create stand-out marketing and website content, she has a thorough understanding of the challenges business owners face. By sharing this insight at WorkflowMax she can continue to follow her passion for helping small businesses punch above their weight.

Monica Shepherd