At Forecast, we understand the pain that comes from spending too much time on repetitive admin work and ineffective communication between teams.
Today, we are excited to announce that we’ve built another integration to alleviate it and streamline project operations across multiple departments. Forecast now connects with HubSpot! The integration between the two platforms will help to better align sales teams and project delivery teams and allow for more accurate, longer-term resource planning.
Now HubSpot deals can be synced into Forecast as projects. If someone in the sales team updates a deal in HubSpot, it’ll automatically be synced over to Forecast, so you can have more visibility of your project pipeline and accurately plan your available resources.
Integrating Forecast with HubSpot offers a lot of benefits for businesses. For one, it cuts the time different teams spend jumping between systems when working on deals and trying to collaborate. When a deal is created and turned into a project, you’re given a new set of tools to implement accurate capacity planning across your entire team. With the client import from HubSpot too, you can now have one source of truth for your client records, without needing to update client information in separate systems.
By combining the breadth of HubSpot with Forecast, you can ensure your project delivery team has all the relevant information at their fingertips to manage upcoming projects and stay on top of the project pipeline.