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Unified customer data

With the HubSpot integration, all your client information is synchronised between WorkflowMax and HubSpot. This seamless synchronisation provides a single, up-to-date view of your clients, promoting clarity and consistency across your entire organisation.

Bi-directional sync of company & contact information

Thanks to the bi-directional sync, your records in both HubSpot and WorkflowMax are always up to date. You can choose between a one-way sync from HubSpot to WorkflowMax or a bi-directional sync that keeps everything consistent across both platforms.

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Automatic job creation

With automatic job creation, a job is generated in WorkflowMax automatically when a deal is marked as won in HubSpot. This feature simplifies the transition from sales to project management, saving your team valuable time and reducing the chance of errors. Your team can jump straight into project work, concentrating on delivering results without unnecessary delays.

Benefits you’ll love

Real-time data accuracy

Worried about having outdated or conflicting information? With real-time synchronisation between your CRM and project management systems, your team always has accurate and up-to-date data. 
 

Streamlined workflows

Leverage your customer data from WorkflowMax in your HubSpot workflows. When a deal is won in HubSpot, a job is created in WorkflowMax, and all the project information is pre-populated for your team. This means they’re ready to hit the ground running with project delivery, enhancing communication and coordination between sales and project delivery.

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Perfect for...

Sales Teams

Streamline the handover from sales to project delivery with automated workflows that eliminate manual tasks, helping your team focus on closing deals.

Project Managers

Gain instant visibility into new projects with automatic job creation from HubSpot deals, ensuring your team is always informed and ready.

Businesses looking to scale

Enhance operational efficiency and collaboration with synchronized data, allowing your teams to make quick decisions and scale smoothly.


Get started with HubSpot and WorkflowMax by BlueRock

Integrating HubSpot with WorkflowMax by BlueRock transforms your customer relationship management and project management capabilities. This powerful integration provides your teams with the information they need, leading to improved productivity and better business outcomes. Maximise your efficiency and stay ahead in the competitive market with the seamless integration of WorkflowMax and HubSpot.
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