Deltek WorkBook integration

Develop, Build & Integrate Marketplace Apps
1

I am trying to find out if anyone has integrated HubSpot with Deltek’s Workbook to synchronise customer/contact information as well as quote/job status and information.

I would be interested in discussing what was involved.

Many thanks

2

Hi @BConnell,

Thanks for reaching out to the Community!

I haven’t found any related community posts to the Deltek Workbook so far, but if I do, I’ll tag community members in the thread so you can connect with them :slightly_smiling_face:

I did see that Deltek has a community -- perhaps you can also reach out there to see if anyone has experience with this integration.

To anyone who comes by this thread, please feel free to reply to @BConnell to discuss this integration.

Thank you!

Best,

Kristen

3

Hi @BConnell
I wanted to check in and see if you’ve had any success integrating Deltek into HS? It seems there is less documentation on that than how to get a free hubspot account for life :rofl:

4

Hey. We got it working in a fashion through some API calls. But I have since retired and don’t know how well the integration was further developed. I would say we had it at a bit past “proof of concept” and probably 80% integrated. New customers where being created and a workflow created to guide them through the sales process reporting back to Workbook with stages and dollar figures. The pipeline was pretty accurate but required people to do the right thing on Workbook. We were at the stage of triggering emails and reminders when I exited the business.