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.
See your HubSpot deal pipelines and choose when deals flow into Operating
Connect CRM to Operating and bring deals, deal owners and clients from HubSpot
Sync one or many pipelines to Operating
Choose the deal stages for deals to flow into Operating to support your staffing process
Plan the team setup, roles or specific consultants, to projects in your sales pipeline
See your HubSpot deal stage also in your staffing pipeline
HubSpot deals will automatically create a tentative project
If a new tentative project relates to an existing one, simply merge the projects together
Easily navigate to the relevant HubSpot deal from Operating
Bring deal owners and client names automatically from HubSpot
Solve the staffing puzzle: see both projects and people
Start from who’s most available now
Assign workloads in the unit that makes sense for your business
Distinguish between confirmed and tentative allocations
Find the perfect match based on availability and skill profile
Filter by name, skill, role, location, etc
Paint allocations on a timeline and drag them around
Because sometimes clients take their time before the work begins
See and manage time off, calculate impact on project workdays
Get rid of capacity forecasting spreadsheets and complex probability calculations.
Forecast your pipeline and take into account deal probabilities
Have a realistic forecast for your sales & hiring using the probabilities
See the weighted workload predictions for different teams, competencies, and skill sets
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.