Big News: Operating Hits the HubSpot Marketplace!

‍Hey Everyone, We've Got Some News!

Operating can now be found on the HubSpot Marketplace. That's right, we're in the big leagues now! This is a huge step for us in making it possible for agencies with robust sales processes to keep on running their sales on HubSpot, while connecting it to Operating to run their resourcing, and delivery process efficiently and transparently.

Recap on what Operating is all about

In simple terms, Operating is your professional services firm's tool for all things delivery & operations: resourcing, timesheets, project financials, revenue forecasting, and invoicing. It's the operational big picture that ensures there's one place to store project portfolio, project allocation data, as well as data on people and project delivery margins. With the integration to HubSpot, planning upcoming work becomes a lot easier!

"We use Operating (with HubSpot) to plan the people side of our operations, i.e., staffing and matching the right people with the right projects. It has structured and improved our staffing practices a lot."

Pretty neat!

Operating - HubSpot Integration: The Details

Operating connects to HubSpot with just a couple of clicks. Here's what you get when integrating the tools together:

• Sync your HubSpot deals with Operating: Pick the stages of your deals to move into Operating. This helps your sales and delivery teams work together more smoothly.

• Plan Tentative Projects: Use Operating to outline potential projects, allowing for early resource allocation to make sure you can deliver what's promised.
• Forecast Future Workloads: Operating helps in anticipating your team's future workload, aiding in balanced resource distribution and workload management.
• Upcoming Plans Visible for Everyone: Ensure transparency across your agency by making upcoming projects and plans accessible to all team members, not just the sales department.

Feature listing

Deals bring their financials, not just their names

When a deal syncs from HubSpot to Operating, it can also bring over the deal amount and currency.

With the optional budget sync setting enabled, Operating can automatically create a tentative project budget from the HubSpot deal value. That means a new tentative project does not arrive as an empty shell. It arrives with a value attached, ready to be used in margin and revenue forecasting.

Your whole account graph syncs, not only deals

The integration also brings more of the surrounding CRM context into Operating.

HubSpot companies can be created as clients in Operating. Deal owners can be created as people if they do not already exist. Associated contacts can come across too.

This gives delivery teams the context they need: who the client is, who owns the relationship, and which contacts are associated with the opportunity, without re-keying the same information in two systems.

Probability-weighted forecasting

Tentative work can now be weighted by the deal’s win probability.

That probability can come directly from the deal, or be inherited from the HubSpot pipeline stage. In Operating, this means financial and capacity forecasts can show a risk-adjusted view of upcoming revenue and staffing demand.

Instead of looking only at the full value of every tentative project, teams can see a more realistic forecast based on how likely each opportunity is to close.

Real-time sync via webhooks

Changes in HubSpot can flow into Operating as they happen.

When a deal amount, stage, close date, owner, or name changes in HubSpot, Operating can update the corresponding tentative project automatically. If a sales owner is reassigned or a close date moves, delivery planning stays closer to the latest CRM reality.

Map your own HubSpot fields

Beyond the standard fields, teams can map custom HubSpot properties into Operating.

Custom properties can be mapped to project tags and groups, including multi-select properties. This helps carry your existing CRM taxonomy into resourcing, filtering, and reporting, instead of forcing teams to recreate the same structure manually.

Granular pipeline control

Teams can decide which HubSpot opportunities should become projects in Operating.

The integration supports multiple pipelines and filter groups with AND/OR logic, so you can choose the deals that matter for delivery planning. This is useful when a CRM contains different sales motions, regions, services, or opportunity types, but only some of them should flow into resourcing and forecasting.

Pipeline-aware reporting

Once HubSpot data is synced into Operating, it feeds into the newer reporting surfaces across utilization, project health, and financial summaries.

Probability-weighted tentative work becomes part of the forward-looking picture, helping teams understand not only what is already confirmed, but what is likely to happen next.

Ready To Connect?

Curious? Take a look at what Operating can do for you on the HubSpot Marketplace: HubSpot Marketplace - Operating.

If you want to connect Operating to HubSpot immediately, try out Operating for free, or contact us either, by booking a time through Calendly, or by sending an email to hello@operating.app.