Integrate HubSpot and Forecast for better visibility of your project management pipeline in Forecast.

forecast integrations

Get better visibility of your project pipeline

Connect HubSpot with Forecast to align your sales department and project delivery teams. The integration allows you to turn HubSpot deals into Forecast Projects, so you can get better visibility of your project pipeline and more accurately plan your available resources. With the client import from HubSpot, too, you can now have one source of truth for your client records without updating client information in separate systems.

“Now that we have time tracking in a system that connects with everything we are working on, our billable utilization has gone from an average of 40% to closer to 75%"

CEO & Founder, Grafikr
Kiranan Luxmy

More about the integration

Turn HubSpot Deals into Forecast Projects

When Deals in HubSpot reach a particular stage, they’ll be created as Projects in Forecast. The Deal stage at which you’d like a Project to be created in Forecast is determined by you, as well as the Project status and win probability. As the Deal moves through each stage in HubSpot, the win probability and Project status in Forecast will update automatically too.


Sync important project information back to HubSpot

Once you set up the HubSpot and Forecast integration, Forecast will create 22 custom project information properties in HubSpot. As you start to plan out your Forecast Project in more detail, the project information properties (e.g. start and end date) will update automatically in HubSpot. You can select which properties you want to see on the Deal view in HubSpot.

highlighted values

Import your clients from HubSpot

Import your clients from HubSpot into Forecast, so you don’t need to manually create them and then keep their information up to date in two different systems. Any changes made to client information in HubSpot will update automatically in Forecast.

hubspot import

Getting started

If you're on a Plus plan, you can set up the integration from the Forecast integration catalog.

This integration is a great way to reduce manual data entry, it drives more communication between departments and ensures that operations and project management are across the project pipeline.


Instantly understand who can work on what and when

Proactively manage your entire team in real-time on one dashboard and anticipate future demand. Scope out potential project with placeholders and tentitive booking, and forecast demand based win probability.

Capacity & DEMAND

Maximize project profitability

Focus on more value-adding tasks to create happier clients with a real-time overview of the workload and capacity of all your resources.

Predictive AI

Adjustments use to take days, now they take seconds

Remove the guesswork with real-time insight and recommendations you can act on instantly

Powerful Features

The ultimate upgrade to delivering projects on time and on budget.


Time Tracking

Use AI-powered timesheets to register time and build a solid foundation for accurate reporting and forecasting.



Forecast provides users with the ability to generate invoices for projects and track payments on invoices.



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Resource Allocations

Stay on top of your resources, future demand and utilization of your workforce to save time and money.


Project Scoping

Plan out projects, determine and document the work required using phases, tasks, and deadlines, and view high-level information.


Story Points

Story Points provide a relative measure of how much time and effort is required to complete an individual user story.

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Get started now with Forecast

The ultimate upgrade to delivering projects on time and on budget.

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