Connect HubSpot CRM with Project Insight

Automatically turn closed deals into project plans. Project Insight’s HubSpot integration syncs key sales and project data, so sales and delivery teams stay aligned from kickoff to invoice.

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CRM TO PROJECT

Convert closed-won deals into projects automatically.

When a deal reaches a specific stage in HubSpot, Project Insight auto-generates a new project with all the details you need—contact info, timeline, budget, and more.

One
Portfolio View

Track projects created from deals in a centralized portfolio dashboard. See progress, capacity, and revenue forecasts from one place.

Sales-
Aligned

Let sales teams view live project statuses from inside HubSpot. No chasing down updates or disrupting delivery teams.

Two-Way
Sync

Sync project status, stakeholder data, budgets, invoices, and ETCs back to HubSpot CRM in real-time.

REAL-TIME SYNC

Push and pull key data between sales and delivery.

Sync project progress, budget usage, and task completion to HubSpot fields.
Enable sales or account managers to view delivery health without switching tools.
Use synced data to automate follow-ups or upsells based on delivery status.
Keep client-facing and delivery teams informed with no extra manual effort.

What sets Project Insight apart from other tools?

Auto-convert closed-won deals into full project plans with zero manual entry
Sync delivery status, budgets, and milestones back to HubSpot in real time
Maintain visibility across departments without duplicate data entry
Link tasks and time tracking to sales activities for true ROI insights
Eliminate handoff delays with connected workflows between sales and delivery teams

Connect HubSpot CRM with Project Insight

Convert closed-won deals into projects automatically.

Push and pull key data between sales and delivery.

What sets Project Insight apart from other tools?

Over 10,000 users have found aperfect fit with PI

Over 10,000 users have found a
perfect fit with PI