HubSpot deal almost won... Check Operating to see who's able to do the work.

Connect HubSpot to Operating and create tentative projects from your deals. Sketch teams and plan allocations for projects even before the contracts are signed to be prepared.

Connect HubSpot with Operating to plan upcoming projects from your CRM

Connect your deal pipeline with a couple of clicks

See your HubSpot deal pipelines and choose when deals flow into Operating

  • Sync data from HubSpot to Operating with our plug and play integration
  • Choose the deal stages relevant for staffing
  • Increase transparency between sales & operations
--> How Columbia Road uses HubSpot with Operating
Operating horizon screenshot
Zap icon

Connect & sync

Connect CRM to Operating and bring deals, deal owners and clients from HubSpot

Three balls icon

Multiple pipelines

Sync one or many pipelines to Operating

Synchronization icon

Configure

Choose the deal stages for deals to flow into Operating to support your staffing process

Sketch the teams for projects before they start

Plan the team setup, roles or specific consultants, to projects in your sales pipeline

  • HubSpot deals create tentative projects automatically
  • Navigate between Operating and HubSpot with ease
  • Never lose track of an upcoming need
--> Read more about planning tentative projects
Operating horizon screenshot
Ball graph icon

Deal stages

See your HubSpot deal stage also in your staffing pipeline

Plus icon

Tentative projects

HubSpot deals will automatically create a tentative project

Synchronization icon

Merge

If a new tentative project relates to an existing one, simply merge the projects together

Line Icon

Navigate

Easily navigate to the relevant HubSpot deal from Operating

Zap icon

Data synced

Bring deal owners and client names automatically from HubSpot

Allocate

Solve the staffing puzzle: see both projects and people

  • See everything you need to know at once: projects and people
  • Detailed enough for day-to-day work effort scheduling
  • Flexible enough to show 3+ months ahead
  • Visualize your deal stages on the project timeline
--> How IONA has improved their resource management using Operating
Operating Timeline screenshot
Briefcase icon

Minimize time on bench

Start from who’s most available now

Clock icon

Hours, days/week, or %

Assign workloads in the unit that makes sense for your business

Checkmark icon

Sure and unsure

Distinguish between confirmed and tentative allocations

Line Icon

Timing is essential

Find the perfect match based on availability and skill profile

Filter Icon

Powerful filtering

Filter by name, skill, role, location, etc

Edit icon

Easy to edit

Paint allocations on a timeline and drag them around

Calendar icon

Reschedule easily

Because sometimes clients take their time before the work begins

Touch Icon

Absences visible

See and manage time off, calculate impact on project workdays

Forecast with deal probabilities

Get rid of capacity forecasting spreadsheets and complex probability calculations.

  • Predict your capacity with deal probabilities taken into account
  • Forecast both confirmed and tentative projects
--> Read more on capacity forecasting
Operating horizon screenshot
Ball graph icon

Probabilities

Forecast your pipeline and take into account deal probabilities

People icon

Better decisions

Have a realistic forecast for your sales & hiring using the probabilities

Filter Icon

Filtering

See the weighted workload predictions for different teams, competencies, and skill sets

How the HubSpot integration works

First, you'll need an Operating account. Book a setup call, or start a free trial to try it our yourself.

Then, follow our integration manual. Enabling the plug-and-play integration takes only a few clicks.

After you've set up the integration, whenever a deal in the chosen pipeline stage(s) gets updated, it'll show up to Operating when you refresh the connection.

Download our Operating Routine for Staffing

Agencies and consultancies of all sizes – from a boutique to an international powerhouse – should operate efficiently. We wrote a Staffing Routine and a solid agenda for your weekly meeting. Get the guide.

Oops! Something went wrong while submitting the form.