Sales + Marketing + Production - Let’s Get Talking

Convert Deals into Projects with one-click

Push deals marked as won/closed in HubSpot CRM into WorkflowMax, and start tracking time against them.

Combine Powerful CRM and Project/Time Management solution

Use custom fields to map information across both platforms, and slice and dice your data however you like.

Seamlessly Sync Companies & Contacts

Whether you use Hubspot CRM or Marketing, all your companies and contacts will sync seamlessly between the two systems.

Combine Several Tools into One Streamlined System

Use WorkflowMax to bring together CRM, inbound marketing, time management, invoicing, document management, accounting, payroll and more.

Want to know why over 8000 customers around the world love WorkflowMax? Here are the top 6 reasons [Quick 2 min video].

No credit card required.

No More Double Entry - Convert Deals into Projects in one click, with the Hubspot CRM Integration

WorkflowMax invoices in Xero
Sales invoices integrate with Xero

  1. Don't lose a cent

    The amount discussed becomes the budget for the job.

  2. Description

    All the information is added to WorkflowMax

  3. Linked Up

    URLs in each entry point back to the other, so you can check and double check.

  4. Custom Fields

    Share custom fields across both systems and capture all the data you need.

Companies become Clients, and you don’t miss a thing

WorkflowMax invoices in Xero
Sales invoices integrate with Xero

  1. See it all

    All the information about a company gets transferred, even the logo.

  2. Custom Fields

    Share custom fields across both systems and capture all the data you need.

  3. All Linked Up

    Handy links point you between entries in Hubspot & WorkflowMax, just in case.
Start setting up HubSpot - WorkflowMax Integration

WorkflowMax & Hubspot Integration - all you need for your business

Keeping It Simple

Enter data once at the lead stage, and carry that same data throughout your sales loop - from quoting and job management right through to invoicing.

Powerful Reporting

Enhance the HubSpot CMS with WorkflowMax’s clever reporting. Add custom fields to Companies in HubSpot, and run reports based on this data in WorkflowMax

Get Smart with Smart Lists

Use your WorkflowMax project,client data to create smart lists in HubSpot. Now you can segment your database based on active clients, budget, and more.

With custom data mapping, there’s no limit to what you can share

contacts-hubspot
Sales invoices integrate with Xero

  1. Sharing is caring

    Fields created in Hubspot are mapped to the corresponding contact on WorkflowMax, and vice versa. It’s easy!

  2. Need insights?

    Birthdays, account status, favourite sports teams … use custom fields to store data about contacts or jobs.

  3. Flip between systems

    Handy links point you between entries in Hubspot & WorkflowMax, just in case.

How does Hubspot integration fit into your workflow?

No credit card required.

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